¡Ya estamos en ! Descubre más
icono de AESR

Anfield US Equity Sector Rotation ETF
AESR

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Foundations Investment Advisors
1
Foundations Investment Advisors
Arizona
USD 195 M +USD 77.6 M +4,007,097 +74%
Geneos Wealth Management
2
Geneos Wealth Management
Colorado
USD 10.2 M -USD 104 k -5,368 -1%
Wealth Enhancement Trust Services
3
Wealth Enhancement Trust Services
South Dakota
USD 8.09 M -USD 621 k -32,084 -8%
XY Planning Network
4
XY Planning Network
Montana
USD 4.79 M -USD 51.8 k -2,676 -1%
RRMM
5
Regatta Research & Money Management
Louisiana
USD 1.67 M +USD 1.56 M +80,562 Nuevas
Independent Advisor Alliance
6
Independent Advisor Alliance
North Carolina
USD 1.45 M -USD 38.3 k -1,977 -3%
Advisornet Financial
7
Advisornet Financial
Minnesota
USD 1.08 M -USD 180 k -9,275 -15%
AE Wealth Management
8
AE Wealth Management
Kansas
USD 716 k +USD 622 k +32,095 +1,344%
HWP
9
Highline Wealth Partners
California
USD 662 k +USD 618 k +31,891 Nuevas
MWM
10
Mosley Wealth Management
California
USD 247 k -USD 480 k -24,781 -68%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
USD 242 k – – –
Goldman Sachs
12
Goldman Sachs
New York
USD 231 k +USD 216 k +11,141 Nuevas
SH
13
SLT Holdings
Arizona
USD 227 k -USD 303 k -15,620 -59%
DF
14
DecisionPoint Financial
Arizona
USD 119 k – – –
Creative Financial Designs
15
Creative Financial Designs
Indiana
USD 18.8 k – – –
Harbour Investments
16
Harbour Investments
Wisconsin
USD 10.7 k – – –
Global Retirement Partners
17
Global Retirement Partners
California
USD 2.47 k +USD 2.3 k +119 Nuevas
JMA
18
J.M. Arbour
Maine
– -USD 1.95 M -116,817 Cerradas
WWM
19
Walser Wealth Management
Florida
– -USD 263 k -15,718 Cerradas
LPL Financial
20
LPL Financial
California
– -USD 193 k -11,515 Cerradas
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
– -USD 193 k -11,512 Cerradas
Osaic Holdings
22
Osaic Holdings
Arizona
– -USD 46.8 k -2,799 Cerradas
GeoWealth Management
23
GeoWealth Management
Illinois
– -USD 11.6 k -695 Cerradas
Morgan Stanley
24
Morgan Stanley
New York
– -USD 6.64 k -397 Cerradas