JFA
JNBA Financial Advisors Portfolio holdings
AUM
$1.2B
1-Year Est. Return
20.2%
This Fund
S&P 500
1 Year Est. Return
+20.2%
AUM
$659M
AUM Growth
-$95.8M
(-13%)
Holding
771
Top Buys
| 1 | +$5.35M | |
| 2 | +$1.84M | |
| 3 | +$1.53M | |
| 4 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$1.36M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$1.08M |
Top Sells
| 1 | +$3.55M | |
| 2 | +$1.68M | |
| 3 | +$1.6M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.59M |
| 5 |
John Hancock Multifactor Emerging Markets ETF
JHEM
|
+$777K |
Sector Composition
| 1 | Technology | 3.53% |
| 2 | Financials | 3.18% |
| 3 | Healthcare | 2.81% |
| 4 | Industrials | 2.12% |
| 5 | Consumer Discretionary | 1.11% |