Jones Financial Companies

Jones Financial Companies Portfolio holdings

AUM $147B
1-Year Est. Return 13.16%
This Quarter Est. Return
1 Year Est. Return
+13.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$86.5B
AUM Growth
+$13.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,464
New
Increased
Reduced
Closed

Top Buys

1
+$4.16B
2
+$3.61B
3
+$2.09B
4
VUG icon
Vanguard Growth ETF
VUG
+$1.67B
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$1.35B

Top Sells

1
+$2.13B
2
+$1B
3
+$745M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$438M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$414M

Sector Composition

1 Technology 0.93%
2 Financials 0.37%
3 Healthcare 0.36%
4 Consumer Discretionary 0.36%
5 Communication Services 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1351
$37.8K ﹤0.01%
98
+73
1352
$37.7K ﹤0.01%
+1,300
1353
$37.7K ﹤0.01%
+1,000
1354
$37.5K ﹤0.01%
+4,759
1355
$37.4K ﹤0.01%
+1,298
1356
$37.4K ﹤0.01%
+425
1357
$37.3K ﹤0.01%
+414
1358
$37.3K ﹤0.01%
+801
1359
$37.2K ﹤0.01%
+224
1360
$37.1K ﹤0.01%
432
+240
1361
$37K ﹤0.01%
793
+144
1362
$36.9K ﹤0.01%
2,074
1363
$36.9K ﹤0.01%
+681
1364
$36.9K ﹤0.01%
+279
1365
$36.8K ﹤0.01%
+1,241
1366
$36.5K ﹤0.01%
+1,385
1367
$36.1K ﹤0.01%
+433
1368
$35.8K ﹤0.01%
163
+152
1369
$35.7K ﹤0.01%
+827
1370
$35.6K ﹤0.01%
+1,813
1371
$35.6K ﹤0.01%
449
+291
1372
$35.5K ﹤0.01%
+1,270
1373
$35.3K ﹤0.01%
+749
1374
$34.8K ﹤0.01%
1,849
+1,794
1375
$34.8K ﹤0.01%
+1,349
53 54
55
56 57