We are live on ! Find out more
BPA

Beacon Pointe Advisors Portfolio holdings

AUM $18.9B
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.8B
AUM Growth
+$2.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,475
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$115M
3
+$76.6M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$72.4M
5
AVDE icon
Avantis International Equity ETF
AVDE
+$70.5M

Top Sells

1
+$71.8M
2
+$68M
3
+$63.8M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$27.7M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$25M

Sector Composition

1 Technology 15.05%
2 Financials 5.48%
3 Industrials 4.76%
4 Consumer Discretionary 3.32%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$276K ﹤0.01%
+2,274
1177
$275K ﹤0.01%
+4,102
1178
$274K ﹤0.01%
3,615
-285
1179
$274K ﹤0.01%
+3,567
1180
$273K ﹤0.01%
+10,332
1181
$273K ﹤0.01%
1,683
+93
1182
$272K ﹤0.01%
+14,038
1183
$271K ﹤0.01%
+10,336
1184
$271K ﹤0.01%
4,550
1185
$269K ﹤0.01%
5,872
-25,592
1186
$269K ﹤0.01%
8,946
-2,183
1187
$268K ﹤0.01%
+10,350
1188
$266K ﹤0.01%
+13,000
1189
$265K ﹤0.01%
40,483
1190
$264K ﹤0.01%
10,600
-36
1191
$264K ﹤0.01%
4,983
-200
1192
$262K ﹤0.01%
5,618
+922
1193
$262K ﹤0.01%
1,009
+14
1194
$261K ﹤0.01%
+2,597
1195
$260K ﹤0.01%
+41,014
1196
$260K ﹤0.01%
2,126
-161
1197
$259K ﹤0.01%
+3,905
1198
$259K ﹤0.01%
+12,325
1199
$257K ﹤0.01%
+5,541
1200
$255K ﹤0.01%
+3,383
46 47
48
49 50