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
1676
$12.9K ﹤0.01%
+303
1677
$12.8K ﹤0.01%
+447
1678
$12.8K ﹤0.01%
+1,590
1679
$12.7K ﹤0.01%
101
+46
1680
$12.7K ﹤0.01%
43
+5
1681
$12.7K ﹤0.01%
315
1682
$12.7K ﹤0.01%
206
+192
1683
$12.7K ﹤0.01%
+1,328
1684
$12.6K ﹤0.01%
+506
1685
$12.5K ﹤0.01%
+382
1686
$12.5K ﹤0.01%
373
+171
1687
$12.5K ﹤0.01%
502
+48
1688
$12.5K ﹤0.01%
+550
1689
$12.5K ﹤0.01%
29
+6
1690
$12.5K ﹤0.01%
+330
1691
$12.4K ﹤0.01%
+227
1692
$12.4K ﹤0.01%
+950
1693
$12.4K ﹤0.01%
495
+189
1694
$12.4K ﹤0.01%
346
1695
$12.3K ﹤0.01%
+126
1696
$12.3K ﹤0.01%
1,270
1697
$12.2K ﹤0.01%
72
+36
1698
$12.2K ﹤0.01%
+247
1699
$12.2K ﹤0.01%
+436
1700
$12.1K ﹤0.01%
92
+3
66 67
68
69 70