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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QGEN icon
426
Qiagen
QGEN
$8.55B
$11K 0.01%
+340
New +$11.7K
VNQI icon
427
Vanguard Global ex-US Real Estate ETF
VNQI
$3.44B
$11K 0.01%
+185
New +$11.1K
VOE icon
428
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$11K 0.01%
+100
New +$10.8K
WCN
429
Waste Connections
WCN
$42.3B
$11K 0.01%
+150
New +$10.5K
WEC icon
430
WEC Energy
WEC
$37.4B
$11K 0.01%
+164
New +$11K
EFV icon
431
iShares MSCI EAFE Value ETF
EFV
$27.3B
$10K 0.01%
+175
New +$9.61K
FNDF icon
432
Schwab Fundamental International Large Company Index ETF
FNDF
$24.3B
$10K 0.01%
+315
New +$9.53K
IYR icon
433
iShares US Real Estate ETF
IYR
$4.49B
$10K 0.01%
+120
New +$9.74K
PGHY icon
434
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$222M
$10K 0.01%
+400
New +$9.62K
RSPF icon
435
Invesco S&P 500 Equal Weight Financials ETF
RSPF
$300M
$10K 0.01%
+235
New +$10K
RSPH icon
436
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$737M
$10K 0.01%
+550
New +$9.75K
TEVA icon
437
Teva Pharmaceuticals
TEVA
$36.3B
$10K 0.01%
+544
New +$8.18K
WPM icon
438
Wheaton Precious Metals
WPM
$50B
$10K 0.01%
+453
New +$9.44K
XSLV icon
439
Invesco S&P SmallCap Low Volatility ETF
XSLV
$246M
$10K 0.01%
+225
New +$10.5K
LFC
440
DELISTED
China Life Insurance Company Ltd.
LFC
$10K 0.01%
+612
New +$9.95K
BPL
441
DELISTED
Buckeye Partners, L.P.
BPL
$10K 0.01%
+200
New +$10.2K
AES icon
442
AES
AES
$10.6B
$9K 0.01%
+811
New +$8.77K
ALLE icon
443
Allegion
ALLE
$13.1B
$9K 0.01%
+119
New +$9.97K
AMP icon
444
Ameriprise Financial
AMP
$46B
$9K 0.01%
+54
New +$8.65K
EMBJ
445
Embraer S.A. ADS
EMBJ
$11.7B
$9K 0.01%
+377
New +$7.73K
FDN icon
446
First Trust Dow Jones Internet Index Fund ETF
FDN
$4.84B
$9K 0.01%
+78
New +$8.38K
GSK icon
447
GSK
GSK
$102B
$9K 0.01%
+209
New +$9.65K
JCI icon
448
Johnson Controls International
JCI
$87.4B
$9K 0.01%
+238
New +$9.3K
KB icon
449
KB Financial Group
KB
$42.4B
$9K 0.01%
+147
New +$7.81K
LIVN icon
450
LivaNova
LIVN
$4.32B
$9K 0.01%
+111
New +$8.81K
16 17
18
19 20

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Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.