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APA

Allegiant Private Advisors Portfolio holdings

AUM $618M
This Fund
S&P 500
This Quarter Est. Return
+13.25%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$482M
AUM Growth
Cap. Flow
+$455M
Cap. Flow %
94.4%
Top 10 Hldgs %
50.63%
Holding
141
New
141
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 10.21%
2 Healthcare 5.2%
3 Financials 3.22%
4 Communication Services 3.03%
5 Consumer Staples 2.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVW icon
1
iShares S&P 500 Growth ETF
IVW
$72.5B
$54.9M 11.38%
+859,736
New +$52.1M
VEA icon
2
Vanguard FTSE Developed Markets ETF
VEA
$226B
$42.4M 8.79%
+897,868
New +$39.5M
IVE icon
3
iShares S&P 500 Value ETF
IVE
$48.9B
$27.4M 5.67%
+213,690
New +$25.8M
IJH icon
4
iShares Core S&P Mid-Cap ETF
IJH
$123B
$26.5M 5.5%
+577,350
New +$24.3M
PFF icon
5
iShares Preferred and Income Securities ETF
PFF
$13.2B
$22.8M 4.72%
+590,958
New +$22.1M
AAPL icon
6
Apple
AAPL
$4.89T
$21.1M 4.38%
+159,286
New +$19.2M
IEFA icon
7
iShares Core MSCI EAFE ETF
IEFA
$186B
$14.8M 3.07%
+214,529
New +$13.9M
IJR icon
8
iShares Core S&P Small-Cap ETF
IJR
$109B
$13.4M 2.77%
+145,442
New +$11.9M
VTI icon
9
Vanguard Total Stock Market ETF
VTI
$654B
$10.8M 2.23%
+55,252
New +$10.1M
BIV icon
10
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$10.2M 2.11%
+109,446
New +$10.2M
VWOB icon
11
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.15B
$10.1M 2.1%
+122,894
New +$9.89M
NVS icon
12
Novartis
NVS
$295B
$7.97M 1.65%
+84,367
New +$7.37M
PFFD icon
13
Global X US Preferred ETF
PFFD
$2.13B
$7.88M 1.64%
+305,635
New +$7.74M
JPM icon
14
JPMorgan Chase
JPM
$939B
$7.22M 1.5%
+56,842
New +$6.35M
UPS icon
15
United Parcel Service
UPS
$97.6B
$6.82M 1.41%
+40,469
New +$6.83M
IGV icon
16
iShares Expanded Tech-Software Sector ETF
IGV
$13B
$6.23M 1.29%
+87,950
New +$5.83M
MDY icon
17
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27B
$6.14M 1.27%
+14,628
New +$5.63M
SYY icon
18
Sysco
SYY
$39.7B
$6.08M 1.26%
+81,900
New +$5.63M
PAYX icon
19
Paychex
PAYX
$40.4B
$5.81M 1.21%
+62,372
New +$5.54M
CSCO icon
20
Cisco
CSCO
$450B
$5.6M 1.16%
+125,162
New +$5.14M
SHYG icon
21
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.57B
$5.43M 1.13%
+119,608
New +$5.34M
JNJ icon
22
Johnson & Johnson
JNJ
$635B
$5.41M 1.12%
+34,364
New +$5.07M
INTC icon
23
Intel
INTC
$466B
$5.11M 1.06%
+102,518
New +$5.01M
MSFT icon
24
Microsoft
MSFT
$2.84T
$4.98M 1.03%
+22,382
New +$4.81M
HYMB icon
25
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.07B
$4.95M 1.03%
+167,848
New +$4.83M

Similar funds

Allegiant Private Advisors's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Allegiant Private Advisors, which disclosed 141 positions worth $482M. Its ten largest holdings account for 51% of the portfolio.

Its largest position is iShares S&P 500 Growth ETF: 859,736 shares worth $54.9M.

By sector, the portfolio is most concentrated in Technology at 10% of assets, followed by Healthcare and Financials.

  • Allegiant Private Advisors's largest Q4 2020 buy was iShares S&P 500 Growth ETF: 859,736 shares worth $54.9M.
  • Allegiant Private Advisors's ten largest holdings make up 51% of its $482M portfolio in Q4 2020.
  • Allegiant Private Advisors disclosed 141 positions in Q4 2020, its first 13F filing on record.

Based on Allegiant Private Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.