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GIA

Gladstone Institutional Advisory Portfolio holdings

AUM $3.16B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
+2.62%
1 Year Est. Return
+29.04%
3 Year Est. Return
+85.59%
5 Year Est. Return
+98.47%
10 Year Est. Return
AUM
$328M
AUM Growth
+$55.8M
Cap. Flow
+$48.2M
Cap. Flow %
14.69%
Top 10 Hldgs %
30.81%
Holding
298
New
86
Increased
104
Reduced
72
Closed
31

Sector Composition

Rank Sector Weight
1 Technology 3.1%
2 Communication Services 2.03%
3 Healthcare 1.93%
4 Consumer Discretionary 1.93%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FV icon
276
First Trust Dorsey Wright Focus 5 ETF
FV
$3.61B
-39,706
Closed -$1.19M
HYLS icon
277
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.61B
-10,469
Closed -$500K
IGHG icon
278
ProShares Investment Grade-Interest Rate Hedged
IGHG
$330M
-8,736
Closed -$648K
IHI icon
279
iShares US Medical Devices ETF
IHI
$3.13B
-19,782
Closed -$763K
ILCG icon
280
iShares Morningstar Growth ETF
ILCG
$3.11B
-28,385
Closed -$1.04M
INFY icon
281
Infosys
INFY
$48.7B
-10,306
Closed -$113K
ISRG icon
282
Intuitive Surgical
ISRG
$127B
-1,122
Closed -$213K
ITA icon
283
iShares US Aerospace & Defense ETF
ITA
$14.2B
-3,780
Closed -$377K
KNDI
284
Kandi Technologies Group
KNDI
$67.5M
-14,575
Closed -$82K
MOH icon
285
Molina Healthcare
MOH
$10.2B
-1,967
Closed -$279K
NCZ
286
Virtus Convertible & Income Fund II
NCZ
$294M
-2,775
Closed -$63K
PLNT icon
287
Planet Fitness
PLNT
$4.42B
-3,593
Closed -$247K
SCZ icon
288
iShares MSCI EAFE Small-Cap ETF
SCZ
$13.4B
-3,606
Closed -$207K
SNBR
289
DELISTED
Sleep Number
SNBR
-5,239
Closed -$246K
SPOT icon
290
Spotify
SPOT
$103B
-1,754
Closed -$243K
TER icon
291
Teradyne
TER
$57.6B
-5,693
Closed -$227K
VEEV icon
292
Veeva Systems
VEEV
$33.1B
-2,140
Closed -$271K
VSDA icon
293
VictoryShares Dividend Accelerator ETF
VSDA
$246M
-10,865
Closed -$342K
VSMV icon
294
VictoryShares US Multi-Factor Minimum Volatility ETF
VSMV
$155M
-10,377
Closed -$305K
VYMI icon
295
Vanguard International High Dividend Yield ETF
VYMI
$20.6B
-4,166
Closed -$254K
XLU icon
296
State Street Utilities Select Sector SPDR ETF
XLU
$22.8B
-12,222
Closed -$356K
XYZ
297
Block Inc
XYZ
$48.4B
-3,680
Closed -$276K
SPLK
298
DELISTED
Splunk Inc
SPLK
-2,328
Closed -$290K

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Gladstone Institutional Advisory's Q2 2019 Portfolio in Review

As of Q2 2019, Gladstone Institutional Advisory held 298 positions worth $328M, up 20% from $272M the previous quarter. Its ten largest holdings account for 31% of the portfolio.

Gladstone Institutional Advisory deployed $48.2M of net new capital in Q2 2019, opening 86 new positions and adding to 104 existing holdings. Its largest new stake was First Trust Managed Municipal ETF: 45,198 shares worth $2.48M.

By sector, the portfolio is most concentrated in Technology at 3.1% of assets, up from 2.9% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Vanguard Morningstar Growth ETF, an estimated $3.98M trimmed.

  • Gladstone Institutional Advisory's largest Q2 2019 buy was First Trust Managed Municipal ETF: 45,198 shares worth $2.48M.
  • Gladstone Institutional Advisory added most to First Trust Enhanced Short Maturity ETF in Q2 2019, an estimated $5.77M increase.
  • Gladstone Institutional Advisory's biggest Q2 2019 reduction was Vanguard Morningstar Growth ETF, cutting an estimated $3.98M.
  • Gladstone Institutional Advisory fully exited First Trust Multi Cap Growth AlphaDEX Fund in Q2 2019, selling an estimated $1.2M.
  • Gladstone Institutional Advisory's ten largest holdings make up 31% of its $328M portfolio in Q2 2019.
  • Gladstone Institutional Advisory opened 86 new positions and closed 31 in Q2 2019.
  • Gladstone Institutional Advisory's portfolio value rose 20% quarter-over-quarter to $328M.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2019, filed 14 Aug 2019.