Front Row Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$172K |
| 2 |
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
|
+$60K |
| 3 |
iShares Semiconductor ETF
SOXX
|
+$59.2K |
| 4 |
ARK Innovation ETF
ARKK
|
+$59K |
| 5 |
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
|
+$43.6K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$2.97M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
+$2.07M |
| 3 |
Apple
AAPL
|
+$1.43M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$592K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
+$294K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.39% |
| 2 | Healthcare | 15.61% |
| 3 | Consumer Staples | 7.57% |
| 4 | Financials | 7.18% |
| 5 | Consumer Discretionary | 5.1% |
Similar funds
Front Row Advisors's Q4 2020 Portfolio in Review
As of Q4 2020, Front Row Advisors held 940 positions worth $195M, up 3.3% from $189M the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Front Row Advisors withdrew a net $9.34M in Q4 2020, closing 10 positions and reducing 166 holdings. Its most notable exit was iShares iBonds Dec 2020 Term Corporate ETF, an estimated $126K position sold in full.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 35% a quarter earlier, followed by Healthcare and Consumer Staples.
Against the trend, Front Row Advisors opened a new position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $60K.
- Front Row Advisors's largest Q4 2020 buy was iShares ESG Aware 1-5 Year USD Corporate Bond ETF: 2,300 shares worth $60K.
- Front Row Advisors added most to State Street SPDR S&P 500 ETF Trust in Q4 2020, an estimated $172K increase.
- Front Row Advisors's biggest Q4 2020 reduction was iShares S&P Mid-Cap 400 Growth ETF, cutting an estimated $2.97M.
- Front Row Advisors fully exited iShares iBonds Dec 2020 Term Corporate ETF in Q4 2020, selling an estimated $126K.
- Front Row Advisors's ten largest holdings make up 30% of its $195M portfolio in Q4 2020.
- Front Row Advisors opened 11 new positions and closed 10 in Q4 2020.
- Front Row Advisors's portfolio value rose 3.3% quarter-over-quarter to $195M.
Based on Front Row Advisors's 13F filing for Q4 2020, filed 25 Feb 2021.