Focus Partners Advisor Solutions Posiciones de la cartera
Focus Partners Advisor Solutions provides outsourced asset management and back-office support to independent financial advisers, and is a wholly owned indirect subsidiary of Focus Financial Partners. It was known as Buckingham Strategic Partners until January 2025, when it was renamed as part of a rebrand across the Focus group. Its services go back to 1997, under earlier names that included BAM Advisor Services and Loring Ward. It teaches the advisers it works with to build long-term portfolios using modern portfolio theory, and mainly recommends passively managed or evidence-based mutual funds and ETFs. Its sister firm Buckingham Strategic Wealth merged with The Colony Group in June 2024, and the combined firm became Focus Partners Wealth in January 2025.
Principales compras
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+USD 112 M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+USD 73.6 M |
| 3 |
Avantis International Small Cap Value ETF
AVDV
|
+USD 54.9 M |
| 4 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+USD 46.5 M |
| 5 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
+USD 39 M |
Principales ventas
| Clasificación | Acción | Valor |
|---|---|---|
| 1 |
U.S. Core Equity 2 Portfolio ETF Class Shares
DFAC
|
+USD 781 M |
| 2 |
U.S. Targeted Value Portfolio ETF Class Shares
DFAT
|
+USD 375 M |
| 3 |
U.S. Small Cap Portfolio ETF Class Shares
DFAS
|
+USD 60.2 M |
| 4 |
First Northern Community Bancorp
FNRN
|
+USD 6.88 M |
| 5 |
iShares AAA-A Rated Corporate Bond ETF
QLTA
|
+USD 4.65 M |
Composición por sector
| Clasificación | Sector | Peso |
|---|---|---|
| 1 | Varios | 77.97% |
| 2 | Tecnología | 7.8% |
| 3 | Finanzas | 2.88% |
| 4 | Industriales | 2.47% |
| 5 | Salud | 2.32% |
| Nombre | Valor de mercado | Peso en el portafolio | Acciones o capital principal |
Cambio en la participación | Flujo de capital | En cartera desde | |
|---|---|---|---|---|---|---|---|
1101
Simmons First National
SFNC
USD 3383 M
| USD 299 k | ﹤0.01% |
+13,227
| Nuevas | +USD 306 k |
2026 Q3
0 trimestres
|
|
1102
Itron
ITRI
USD 4213 M
| USD 298 k | ﹤0.01% |
+3,451
| Nuevas | +USD 323 k |
2026 Q3
0 trimestres
|
|
1103
VanEck Oil Services ETF
OIH
USD 1840 M
| USD 298 k | ﹤0.01% |
787
-1
| -0.1% | -USD 397 |
2026 Q1
2 trimestres
|
|
1104
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
USD 4511 M
| USD 297 k | ﹤0.01% |
15,190
-7,323
| -33% | -USD 144 k |
2026 Q2
1 trimestre
|
|
1105
The Ensign Group
ENSG
USD 11 mil M
| USD 295 k | ﹤0.01% |
+1,713
| Nuevas | +USD 300 k |
2026 Q3
0 trimestres
|
|
1106
Merit Medical Systems
MMSI
USD 5190 M
| USD 294 k | ﹤0.01% |
+3,411
| Nuevas | +USD 285 k |
2026 Q3
0 trimestres
|
|
1107
iShares US Infrastructure ETF
IFRA
USD 4031 M
| USD 294 k | ﹤0.01% |
5,340
+188
| +4% | +USD 11.2 k |
2026 Q1
2 trimestres
|
|
1108
Portland General Electric
POR
USD 5468 M
| USD 293 k | ﹤0.01% |
6,574
+1,128
| +21% | +USD 56.1 k |
2026 Q1
2 trimestres
|
|
1109
VistaShares Artificial Intelligence Supercycle ETF
AIS
USD 891 M
| USD 293 k | ﹤0.01% |
3,926
| – | – |
2026 Q2
1 trimestre
|
|
1110
Silvercorp Metals
SVM
USD 1916 M
| USD 293 k | ﹤0.01% |
27,462
+7,965
| +41% | +USD 88.2 k |
2025 Q4
3 trimestres
|
|
1111
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
USD 23.6 mil M
| USD 293 k | ﹤0.01% |
5,714
-14,783
| -72% | -USD 768 k |
2023 Q2
13 trimestres
|
|
1112
Cognex
CGNX
USD 8421 M
| USD 293 k | ﹤0.01% |
+4,826
| Nuevas | +USD 303 k |
2026 Q3
0 trimestres
|
|
1113
Vanguard Morningstar Mega Cap Value ETF
MGV
USD 14.4 mil M
| USD 292 k | ﹤0.01% |
1,815
-89
| -5% | -USD 14.7 k |
2025 Q4
3 trimestres
|
|
1114
Whirlpool
WHR
USD 1910 M
| USD 292 k | ﹤0.01% |
+9,514
| Nuevas | +USD 361 k |
2026 Q3
0 trimestres
|
|
1115
Alerian Energy Infrastructure ETF
ENFR
USD 529 M
| USD 292 k | ﹤0.01% |
7,960
-616
| -7% | -USD 24.2 k |
2026 Q1
2 trimestres
|
|
1116
Radian Group
RDN
USD 4626 M
| USD 289 k | ﹤0.01% |
+9,427
| Nuevas | +USD 347 k |
2026 Q3
0 trimestres
|
|
1117
ORIX
IX
USD 36.9 mil M
| USD 288 k | ﹤0.01% |
+7,646
| Nuevas | +USD 303 k |
2026 Q3
0 trimestres
|
|
1118
Bandwidth Inc
BAND
USD 1417 M
| USD 287 k | ﹤0.01% |
+4,725
| Nuevas | +USD 261 k |
2026 Q3
0 trimestres
|
|
1119
Kura Oncology
KURA
USD 714 M
| USD 286 k | ﹤0.01% |
26,702
+13,529
| +103% | +USD 151 k |
2025 Q3
4 trimestres
|
|
1120
AB InBev
BUD
USD 167 mil M
| USD 284 k | ﹤0.01% |
3,871
+432
| +13% | +USD 34.6 k |
2026 Q2
1 trimestre
|
|
1121
iShares Preferred and Income Securities ETF
PFF
USD 11.4 mil M
| USD 284 k | ﹤0.01% |
9,638
-9,797
| -50% | -USD 297 k |
2022 Q1
18 trimestres
|
|
1122
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
USD 23.4 mil M
| USD 284 k | ﹤0.01% |
2,612
+299
| +13% | +USD 34.4 k |
2025 Q4
3 trimestres
|
|
1123
Alcoa
AA
USD 10.5 mil M
| USD 284 k | ﹤0.01% |
6,751
-16,323
| -71% | -USD 779 k |
2025 Q3
4 trimestres
|
|
1124
Helen of Troy
HELE
USD 873 M
| USD 283 k | ﹤0.01% |
+10,334
| Nuevas | +USD 292 k |
2026 Q3
0 trimestres
|
|
1125
JPMorgan International Research Enhanced Equity ETF
JIRE
USD 11.2 mil M
| USD 283 k | ﹤0.01% |
3,443
-345
| -9% | -USD 28.9 k |
2025 Q4
3 trimestres
|
|
Fondos similares
Revisión del portafolio de Focus Partners Advisor Solutions en T3 2026
Al cierre de T3 2026, Focus Partners Advisor Solutions mantenía 1,521 posiciones por un valor de USD 12.4 mil M, un aumento de 5.3% frente a los USD 11.8 mil M del trimestre anterior. Sus diez principales posiciones representan 40% de la cartera.
Focus Partners Advisor Solutions destinó USD 647 M de nuevo capital neto durante T3 2026, abrió 278 nuevas posiciones y aumentó 834 posiciones existentes. Su mayor nueva posición fue Freedom 100 Emerging Markets ETF: 116,405 acciones con un valor de USD 8.14 M.
Por sector, la mayor concentración de la cartera está en Varios, con 78% de los activos, por debajo del 85% del trimestre anterior. Le siguen Tecnología y Finanzas.
La mayor reducción de posición fue en U.S. Core Equity 2 Portfolio ETF Class Shares, por un valor estimado de USD 781 M.
- La mayor compra de Focus Partners Advisor Solutions en T3 2026 fue Freedom 100 Emerging Markets ETF: 116,405 acciones por un valor de USD 8.14 M.
- Focus Partners Advisor Solutions fue quien más aumentó su posición en iShares Core S&P Total US Stock Market ETF durante T3 2026, con un incremento estimado de USD 112 M.
- La mayor reducción de Focus Partners Advisor Solutions durante T3 2026 fue en U.S. Core Equity 2 Portfolio ETF Class Shares, con un recorte estimado de USD 781 M.
- Focus Partners Advisor Solutions cerró por completo su posición en First Northern Community Bancorp en T3 2026, con una venta estimada de USD 6.88 M.
- Las diez principales posiciones de Focus Partners Advisor Solutions representan 40% de su cartera de USD 12.4 mil M en T3 2026.
- Focus Partners Advisor Solutions abrió 278 posiciones nuevas y cerró 137 en T3 2026.
- El valor de la cartera de Focus Partners Advisor Solutions aumentó 5.3% respecto al trimestre anterior, hasta USD 12.4 mil M.
Según el Informe 13F de Focus Partners Advisor Solutions correspondiente a T3 2026, presentado el 10 nov 2026.