AIA
AssuredPartners Investment Advisors Portfolio holdings
AUM
$409M
This Quarter Return
+2.71%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$513M
AUM Growth
–
Cap. Flow
+$513M
Cap. Flow
% of AUM
99.96%
Top 10 Holdings %
Top 10 Hldgs %
24.71%
Holding
320
New
319
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Fidelity Blue Chip Growth ETF
FBCG
|
$18.3M |
| 2 |
Fidelity High Dividend ETF
FDVV
|
$17.9M |
| 3 |
Apple
AAPL
|
$16.9M |
| 4 |
First Trust Large Cap Core AlphaDEX Fund
FEX
|
$15.7M |
| 5 |
First Trust Mid Cap Core AlphaDEX Fund
FNX
|
$12.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 12.47% |
| 2 | Financials | 6.92% |
| 3 | Consumer Discretionary | 5.41% |
| 4 | Healthcare | 3.22% |
| 5 | Industrials | 3.18% |
