JGIA
Jackson Grant Investment Advisers Portfolio holdings
AUM
$299M
1-Year Est. Return
11.1%
1 Year Est. Return
+11.1%
AUM
$213M
AUM Growth
+$5.88M
(+2.8%)
Holding
467
Top Buys
| 1 | +$385K | |
| 2 | +$201K | |
| 3 | +$191K | |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$182K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$164K |
Top Sells
| 1 | +$1.02M | |
| 2 | +$624K | |
| 3 | +$527K | |
| 4 |
iShares Russell 2000 Growth ETF
IWO
|
+$170K |
| 5 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$122K |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Healthcare | 6.69% |
| 3 | Consumer Staples | 4.68% |
| 4 | Consumer Discretionary | 2.67% |
| 5 | Industrials | 2.66% |