MFA Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco Financial Preferred ETF
PGF
|
+$3.39M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$2.13M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$463K |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$283K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$187K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$16.6M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$16.4M |
| 3 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$7.26M |
| 4 |
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
|
+$6.95M |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$6.82M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 12.84% |
| 2 | Consumer Discretionary | 6% |
| 3 | Financials | 5.83% |
| 4 | Industrials | 4.54% |
| 5 | Communication Services | 2.71% |
Similar funds
MFA Wealth Advisors's Q3 2020 Portfolio in Review
As of Q3 2020, MFA Wealth Advisors held 254 positions worth $94.1M, down 39% from $155M the previous quarter. Its ten largest holdings account for 70% of the portfolio.
MFA Wealth Advisors withdrew a net $65.3M in Q3 2020, closing 216 positions and reducing 12 holdings. Its most notable exit was Vanguard Morningstar Mid-Cap ETF, an estimated $16.6M position sold in full.
By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 7.8% a quarter earlier, followed by Consumer Discretionary and Financials.
Against the trend, MFA Wealth Advisors opened a new position in Invesco Financial Preferred ETF worth $3.42M.
- MFA Wealth Advisors's largest Q3 2020 buy was Invesco Financial Preferred ETF: 182,441 shares worth $3.42M.
- MFA Wealth Advisors added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q3 2020, an estimated $2.13M increase.
- MFA Wealth Advisors's biggest Q3 2020 reduction was Vanguard Total World Stock ETF, cutting an estimated $415K.
- MFA Wealth Advisors fully exited Vanguard Morningstar Mid-Cap ETF in Q3 2020, selling an estimated $16.6M.
- MFA Wealth Advisors's ten largest holdings make up 70% of its $94.1M portfolio in Q3 2020.
- MFA Wealth Advisors opened 1 new position and closed 216 in Q3 2020.
- MFA Wealth Advisors's portfolio value fell 39% quarter-over-quarter to $94.1M.
Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.