First Command Advisory Services Portfolio holdings

First Command Advisory Services's Q4 2020 Portfolio in Review

As of Q4 2020, First Command Advisory Services held 94 positions worth $6.01B, up 18% from $5.11B the previous quarter. Its ten largest holdings account for 100% of the portfolio.

First Command Advisory Services's Q4 2020 filing shows 34 new, 6 increased, 6 reduced and 42 closed positions. Its largest new stake was iShares Russell Mid-Cap Growth ETF: 344 shares worth $0. The largest sale was iShares Core S&P Small-Cap ETF, an estimated $12.4M.

By sector, the portfolio is most concentrated in Technology at 0% of assets, down from 0% a quarter earlier, followed by Financials and Energy.

• First Command Advisory Services's largest Q4 2020 buy was iShares Russell Mid-Cap Growth ETF: 344 shares worth $0.
• First Command Advisory Services added most to iShares Core Dividend Growth ETF in Q4 2020, an estimated $46.9M increase.
• First Command Advisory Services's biggest Q4 2020 reduction was iShares Core S&P Small-Cap ETF, cutting an estimated $12.4M.
• First Command Advisory Services fully exited ON Semiconductor in Q4 2020, selling an estimated $18K.
• First Command Advisory Services's ten largest holdings make up 100% of its $6.01B portfolio in Q4 2020.
• First Command Advisory Services opened 34 new positions and closed 42 in Q4 2020.
• First Command Advisory Services's portfolio value rose 18% quarter-over-quarter to $6.01B.

Based on First Command Advisory Services's 13F filing for Q4 2020, filed 19 Jan 2021.