Camarda Financial Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Camarda Financial Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-9,515	Closed	-$462K	–	528
2018 Q4	$462K	Sell	9,515 -123	-1%	-$6.29K	0.55%	31
2018 Q3	$527K	Sell	9,638 -697	-7%	-$37.7K	0.6%	32
2018 Q2	$552K	Sell	10,335 -314	-3%	-$16.9K	0.58%	37
2018 Q1	$570K	Buy	10,649 +31	+0.3%	+$1.69K	0.59%	37
2017 Q4	$572K	Buy	+10,618	New	+$580K	0.68%	37

Other funds holding AOA

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return