We are live on ! Find out more
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
MPC icon
451
Marathon Petroleum
MPC
$91.2B
$9K 0.01%
+141
New +$8.63K
NAC icon
452
Nuveen California Quality Municipal Income Fund
NAC
$1.84B
$9K 0.01%
+618
New +$9.03K
IFLN
453
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$305M
$9K 0.01%
+450
New +$8.54K
PSK icon
454
State Street SPDR ICE Preferred Securities ETF
PSK
$693M
$9K 0.01%
+215
New +$9.6K
SO icon
455
Southern Company
SO
$109B
$9K 0.01%
+183
New +$9.32K
TER icon
456
Teradyne
TER
$58.5B
$9K 0.01%
+207
New +$8.54K
WDC icon
457
Western Digital
WDC
$192B
$9K 0.01%
+142
New +$9.14K
CHL
458
DELISTED
China Mobile Limited
CHL
$9K 0.01%
+169
New +$8.51K
CHA
459
DELISTED
China Telecom Corporation, LTD
CHA
$9K 0.01%
+182
New +$9.06K
AMLP icon
460
Alerian MLP ETF
AMLP
$12.9B
$8K 0.01%
+141
New +$7.54K
ATI icon
461
ATI
ATI
$27.3B
$8K 0.01%
+332
New +$7.9K
CBOE icon
462
Cboe Global Markets
CBOE
$29.8B
$8K 0.01%
+66
New +$7.73K
CPRI icon
463
Capri Holdings
CPRI
$1.78B
$8K 0.01%
+132
New +$7.23K
DEM icon
464
WisdomTree Emerging Markets High Dividend Fund
DEM
$3.89B
$8K 0.01%
+175
New +$7.65K
DG icon
465
Dollar General
DG
$25.4B
$8K 0.01%
+81
New +$6.96K
FXI icon
466
iShares China Large-Cap ETF
FXI
$4.29B
$8K 0.01%
+180
New +$8.31K
HRB icon
467
H&R Block
HRB
$5.06B
$8K 0.01%
+299
New +$7.76K
IOO icon
468
iShares Global 100 ETF
IOO
$8.54B
$8K 0.01%
+180
New +$8.21K
LRCX icon
469
Lam Research
LRCX
$400B
$8K 0.01%
+410
New +$8.06K
OKE icon
470
Oneok
OKE
$58.7B
$8K 0.01%
+148
New +$7.9K
RF icon
471
Regions Financial
RF
$26.2B
$8K 0.01%
+454
New +$7.26K
RSPD icon
472
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
$294M
$8K 0.01%
+225
New +$7.11K
SCHR
473
Schwab Intermediately-Term US Treasury ETF
SCHR
$13.2B
$8K 0.01%
+300
New +$8.05K
SFL icon
474
SFL Corp
SFL
$1.58B
$8K 0.01%
+500
New +$7.5K
SIG icon
475
Signet Jewelers
SIG
$3.48B
$8K 0.01%
+145
New +$8.86K
17 18
19
20 21

Similar funds

SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
JCM
Jacobsen Capital Management Salt Lake City, Utah $296M AUM 24.47% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $295M AUM 18.48% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $297M AUM 24.5% 1-Year Est. Return

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.