Advisor Group’s iShares US Infrastructure ETF IFRA Stock Holding History

Advisor Group’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Buy	+185	New	+$5.16K	﹤0.01%	4662
2019 Q3	–	Sell	-290	Closed	-$8K	–	5329
2019 Q2	$8K	Sell	290 -190	-40%	-$5.04K	﹤0.01%	4476
2019 Q1	$13K	Buy	480 +290	+153%	+$7.42K	﹤0.01%	4225
2018 Q4	$4K	Hold	190	–	–	﹤0.01%	4613
2018 Q3	$5K	Hold	190	–	–	﹤0.01%	4590
2018 Q2	$5K	Buy	+190	New	+$5.04K	﹤0.01%	4386

Other funds holding IFRA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Advisor Group's IFRA Position: Q4 2019 in Review

Advisor Group opened a new position in iShares US Infrastructure ETF (IFRA) in Q4 2019: 185 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #4662 among its holdings. This is a return to the name: Advisor Group previously reported a position in IFRA as recently as Q2 2019.

Advisor Group first reported a position in IFRA in Q2 2018 and has held it in 6 quarters since. The position peaked at $13K in Q1 2019. 13 funds tracked by Wall St. Rank hold IFRA as of Q4 2019.

Advisor Group held 185 shares of iShares US Infrastructure ETF worth $5K as of Q4 2019.
iShares US Infrastructure ETF was a new Advisor Group position in Q4 2019.
iShares US Infrastructure ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4662 holding.
Advisor Group first reported a position in iShares US Infrastructure ETF in Q2 2018 and has held it in 6 quarters since.
Advisor Group's iShares US Infrastructure ETF position peaked at $13K in Q1 2019.
13 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.