JFA

JNBA Financial Advisors Portfolio holdings

AUM $1.04B
1-Year Est. Return 13.36%
This Quarter Est. Return
1 Year Est. Return
+13.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$744M
AUM Growth
+$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
762
New
Increased
Reduced
Closed

Top Buys

1 +$6.86M
2 +$2.55M
3 +$2.04M
4
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$1.62M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$1.36M

Sector Composition

1 Technology 3.93%
2 Financials 3.7%
3 Healthcare 2.62%
4 Industrials 2.44%
5 Consumer Discretionary 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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