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AFA
Aurora Financial Advisors Portfolio holdings
AUM
$140M
This Fund
S&P 500
This Quarter
Est. Return
+4.56%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$140M
AUM Growth
–
Cap. Flow
+$137M
Cap. Flow
% of AUM
98.24%
Top 10 Holdings %
Top 10 Hldgs %
22.01%
Holding
187
New
187
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
+$5.92M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$5.46M |
| 3 |
Apple
AAPL
|
+$3.11M |
| 4 |
Johnson & Johnson
JNJ
|
+$2.72M |
| 5 |
JPMorgan Chase
JPM
|
+$2.47M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 33.39% |
| 2 | Financials | 11.73% |
| 3 | Healthcare | 11.56% |
| 4 | Technology | 9.63% |
| 5 | Consumer Staples | 7.09% |
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Aurora Financial Advisors's Q4 2017 Portfolio in Review
Q4 2017 is the first quarter with a 13F filing on record for Aurora Financial Advisors, which disclosed 187 positions worth $140M. Its ten largest holdings account for 22% of the portfolio.
Its largest position is Invesco S&P 500 High Dividend Low Volatility ETF: 141,342 shares worth $6M.
By sector, the portfolio is most concentrated in Miscellaneous at 33% of assets, followed by Financials and Healthcare.
- Aurora Financial Advisors's largest Q4 2017 buy was Invesco S&P 500 High Dividend Low Volatility ETF: 141,342 shares worth $6M.
- Aurora Financial Advisors's ten largest holdings make up 22% of its $140M portfolio in Q4 2017.
- Aurora Financial Advisors disclosed 187 positions in Q4 2017, its first 13F filing on record.
Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.