FSA
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Financial Services Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Financial Services Advisory’s Portfolio AOR Stock Details AOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,694
Closed -$307K – 12
2022
Q1 		$307K Buy
5,694
+136
+2% +$7.41K 0.48% 24
2021
Q4 		$317K Buy
5,558
+13
+0.2% +$738 0.1% 42
2021
Q3 		$308K Buy
5,545
+6
+0.1% +$338 0.1% 42
2021
Q2 		$310K Buy
5,539
+965
+21% +$53.3K 0.13% 39
2021
Q1 		$245K Buy
+4,574
New +$243K 0.11% 32

Other funds holding AOR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.06B AUM 19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BIA
Bell Investment Advisors Oakland, California $639M AUM 13.28% 1-Year Est. Return
SWPG
Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return