AA
Advisory Alpha Portfolio holdings
AUM
$3.21B
This Quarter Return
+4.02%
1 Year Return
+11.17%
3 Year Return
+37.4%
5 Year Return
+57.71%
10 Year Return
+74.81%
AUM
$289M
AUM Growth
+$289M
(+17%)
Cap. Flow
+$39.8M
Cap. Flow
% of AUM
13.77%
Top 10 Holdings %
Top 10 Hldgs %
42.16%
Holding
152
New
62
Increased
60
Reduced
15
Closed
14
Top Buys
| 1 |
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
|
$2M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.67M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
$1.55M |
| 4 |
Schwab International Equity ETF
SCHF
|
$1.27M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.15M |
Top Sells
Sector Composition
| 1 | Financials | 0% |