JFA

JNBA Financial Advisors Portfolio holdings

AUM $1.1B
1-Year Est. Return 13.47%
This Quarter Est. Return
1 Year Est. Return
+13.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$685M
AUM Growth
+$327M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,755
New
Increased
Reduced
Closed

Top Sells

1 +$39.9M
2 +$31.8M
3 +$25.3M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$23.8M
5
AFL icon
Aflac
AFL
+$23.8M

Sector Composition

1 Consumer Staples 7.01%
2 Financials 4.96%
3 Industrials 3.98%
4 Energy 3.08%
5 Healthcare 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$2K ﹤0.01%
+93
1452
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+27
1453
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+101
1454
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1456
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+150
1457
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112
-88
1458
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+28
1459
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+87
1460
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+58
1461
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+100
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+149
1465
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+72
1466
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+208
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+29
1469
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+132
1470
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+100
1471
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+17
1472
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+98
1473
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+64
1474
$2K ﹤0.01%
+28
1475
$2K ﹤0.01%
+102