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icono de ARDC

Are Dynamic Credit Allocation Fund
ARDC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wells Fargo
1
Wells Fargo
California
USD 24.2 M +USD 4.07 M +324,455 +20%
Morgan Stanley
2
Morgan Stanley
New York
USD 8.16 M +USD 1.72 M +136,985 +27%
Advisornet Financial
3
Advisornet Financial
Minnesota
USD 7.59 M +USD 1.23 M +98,296 +20%
Guggenheim Capital
4
Guggenheim Capital
Illinois
USD 5.46 M +USD 200 k +15,910 +4%
Penserra Capital Management
5
Penserra Capital Management
California
USD 5.38 M +USD 204 k +16,268 +4%
UAG
6
United Advisor Group
Ohio
USD 4.47 M -USD 60.8 k -4,842 -1%
Invesco
7
Invesco
Georgia
USD 4.37 M +USD 125 k +9,976 +3%
Foundations Investment Advisors
8
Foundations Investment Advisors
Arizona
USD 4.27 M -USD 516 k -41,120 -11%
NewEdge Wealth
9
NewEdge Wealth
Pennsylvania
USD 3.15 M -USD 94.5 k -7,521 -3%
Advisors Asset Management
10
Advisors Asset Management
Colorado
USD 2.88 M -USD 1.21 M -96,281 -30%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
USD 2.84 M +USD 9.7 k +770 +0.3%
Hennion & Walsh Asset Management
12
Hennion & Walsh Asset Management
New Jersey
USD 2.77 M -USD 371 k -29,541 -12%
Capital Investment Advisors
13
Capital Investment Advisors
Georgia
USD 2.37 M -USD 23.9 k -1,902 -1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
USD 2.36 M +USD 2.34 M +186,586 Nuevas
Huntleigh Advisors
15
Huntleigh Advisors
Missouri
USD 2.21 M -USD 653 k -51,961 -23%
Farther Finance Advisors
16
Farther Finance Advisors
California
USD 1.99 M +USD 135 k +10,761 +7%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
USD 1.9 M +USD 1.89 M +150,623 Nuevas
SFS
18
Shaker Financial Services
Virginia
USD 1.31 M -USD 2.86 M -227,697 -69%
IA
19
Icon Advisers
Colorado
USD 1.23 M – – –
Raymond James Financial
20
Raymond James Financial
Florida
USD 1.21 M -USD 442 k -35,207 -27%
Sit Investment Associates
21
Sit Investment Associates
Minnesota
USD 1.17 M -USD 2.59 M -206,427 -69%
Curated Wealth Partners
22
Curated Wealth Partners
California
USD 1.12 M +USD 10 k +800 +0.9%
Bank of America
23
Bank of America
North Carolina
USD 1.02 M -USD 8.99 k -716 -0.9%
Nations Financial Group
24
Nations Financial Group
Iowa
USD 779 k +USD 11.5 k +913 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
USD 627 k +USD 4.07 k +324 +0.7%
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