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
1851
$7.34K ﹤0.01%
+1,000
1852
$7.32K ﹤0.01%
+50
1853
$7.28K ﹤0.01%
+87
1854
$7.28K ﹤0.01%
+372
1855
$7.27K ﹤0.01%
114
+80
1856
$7.26K ﹤0.01%
+289
1857
$7.24K ﹤0.01%
+80
1858
$7.2K ﹤0.01%
+523
1859
$7.18K ﹤0.01%
+275
1860
$7.14K ﹤0.01%
+636
1861
$7.12K ﹤0.01%
+180
1862
$7.12K ﹤0.01%
+49
1863
$7.11K ﹤0.01%
+132
1864
$7.09K ﹤0.01%
240
+50
1865
$7K ﹤0.01%
+85
1866
$6.99K ﹤0.01%
+99
1867
$6.97K ﹤0.01%
+117
1868
$6.97K ﹤0.01%
+71
1869
$6.95K ﹤0.01%
+138
1870
$6.91K ﹤0.01%
6,400
1871
$6.88K ﹤0.01%
+112
1872
$6.87K ﹤0.01%
+840
1873
$6.82K ﹤0.01%
+232
1874
$6.82K ﹤0.01%
+50
1875
$6.77K ﹤0.01%
111
+52
73 74
75
76 77