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
2126
$2.32K ﹤0.01%
+123
2127
$2.3K ﹤0.01%
+59
2128
$2.3K ﹤0.01%
+66
2129
$2.29K ﹤0.01%
+100
2130
$2.26K ﹤0.01%
+47
2131
$2.26K ﹤0.01%
+100
2132
$2.25K ﹤0.01%
+13
2133
$2.24K ﹤0.01%
+50
2134
$2.2K ﹤0.01%
+25
2135
$2.2K ﹤0.01%
+36
2136
$2.2K ﹤0.01%
+22
2137
$2.2K ﹤0.01%
+46
2138
$2.17K ﹤0.01%
+77
2139
$2.16K ﹤0.01%
+50
2140
$2.16K ﹤0.01%
+50
2141
$2.16K ﹤0.01%
510
+347
2142
$2.15K ﹤0.01%
+24
2143
$2.14K ﹤0.01%
+200
2144
$2.13K ﹤0.01%
+700
2145
$2.13K ﹤0.01%
+95
2146
$2.11K ﹤0.01%
+200
2147
$2.1K ﹤0.01%
+122
2148
$2.1K ﹤0.01%
+110
2149
$2.08K ﹤0.01%
+30
2150
$2.07K ﹤0.01%
+107
84 85
86
87 88