BBA
BLB&B Advisors Portfolio holdings
AUM
$2.14B
1-Year Return
14.81%
This Quarter Return
+1.27%
1 Year Return
+14.81%
3 Year Return
+57.03%
5 Year Return
+90.76%
10 Year Return
+188.63%
AUM
$887M
AUM Growth
+$16.3M
(+1.9%)
Cap. Flow
+$9.91M
Cap. Flow
% of AUM
1.12%
Top 10 Holdings %
Top 10 Hldgs %
33.06%
Holding
293
New
11
Increased
73
Reduced
139
Closed
12
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$10.5M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$6.9M |
| 3 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
$3.33M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.72M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.16M |
Top Sells
Sector Composition
| 1 | Technology | 12.62% |
| 2 | Healthcare | 10.59% |
| 3 | Financials | 7.8% |
| 4 | Industrials | 7.25% |
| 5 | Consumer Staples | 6.41% |
