Kays Financial Advisory’s iShares Core 60/40 Balanced Allocation ETF AOR Stock Holding History

Kays Financial Advisory’s Portfolio AOR Stock Details AOR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$3.46M	Buy	71,375 +35,506	+99%	+$1.71M	0.55%	32
2020 Q2	$1.66M	Buy	35,869 +30,907	+623%	+$1.37M	0.29%	47
2020 Q1	$205K	Buy	+4,962	New	+$228K	0.04%	77

Other funds holding AOR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SWPG

Strategic Wealth Partners Group Deerfield, Illinois $906M AUM 23.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Kays Financial Advisory's AOR Position: Q3 2020 in Review

Kays Financial Advisory increased its iShares Core 60/40 Balanced Allocation ETF (AOR) stake by 99% in Q3 2020, buying an estimated $1.71M and bringing the position to 71,375 shares worth $3.46M. The position accounts for 0.55% of the portfolio, ranked #32.

Kays Financial Advisory first reported a position in AOR in Q1 2020 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold AOR as of Q3 2020.

Kays Financial Advisory held 71,375 shares of iShares Core 60/40 Balanced Allocation ETF worth $3.46M as of Q3 2020.
Kays Financial Advisory bought 35,506 iShares Core 60/40 Balanced Allocation ETF shares in Q3 2020, an estimated $1.71M.
iShares Core 60/40 Balanced Allocation ETF made up 0.55% of Kays Financial Advisory's portfolio in Q3 2020, its #32 holding.
Kays Financial Advisory first reported a position in iShares Core 60/40 Balanced Allocation ETF in Q1 2020 and has held it in 3 quarters since.
206 funds tracked by Wall St. Rank held iShares Core 60/40 Balanced Allocation ETF as of Q3 2020.

Based on Kays Financial Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.