MML Investors Services

MML Investors Services Portfolio holdings

AUM $37.5B
1-Year Est. Return 17.84%
This Quarter Est. Return
1 Year Est. Return
+17.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.6B
AUM Growth
+$4.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$120M
3
+$107M
4
JIRE icon
JPMorgan International Research Enhanced Equity ETF
JIRE
+$86.4M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$64.8M

Top Sells

1
+$213M
2
+$91.8M
3
+$36.5M
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$35.9M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$31M

Sector Composition

1 Technology 10.46%
2 Financials 5.41%
3 Consumer Discretionary 3.77%
4 Communication Services 3.29%
5 Healthcare 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AJG icon
126
Arthur J. Gallagher & Co
AJG
$61.6B
$58.5M 0.17%
182,774
+5,166
RTX icon
127
RTX Corp
RTX
$229B
$57.8M 0.17%
396,012
+7,328
SPMO icon
128
Invesco S&P 500 Momentum ETF
SPMO
$13B
$57.2M 0.17%
508,615
+224,687
SDVY icon
129
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$9.33B
$56.9M 0.16%
1,614,179
+77,708
VGT icon
130
Vanguard Information Technology ETF
VGT
$115B
$56.9M 0.16%
85,822
-995
IWB icon
131
iShares Russell 1000 ETF
IWB
$45.6B
$56.8M 0.16%
167,228
-1,549
CRM icon
132
Salesforce
CRM
$248B
$56.6M 0.16%
207,727
+20,272
SDY icon
133
State Street SPDR S&P Dividend ETF
SDY
$20.1B
$56.5M 0.16%
416,482
+8,633
HEFA icon
134
iShares Currency Hedged MSCI EAFE ETF
HEFA
$6.62B
$56M 0.16%
1,475,972
-962,033
FBCG icon
135
Fidelity Blue Chip Growth ETF
FBCG
$5.25B
$55.9M 0.16%
1,158,247
+23,767
AMGN icon
136
Amgen
AMGN
$178B
$54.7M 0.16%
195,770
+17,437
USMV icon
137
iShares MSCI USA Min Vol Factor ETF
USMV
$22.8B
$54.1M 0.16%
576,273
+39,998
SBUX icon
138
Starbucks
SBUX
$96.8B
$53.8M 0.16%
587,427
-12,611
NEE icon
139
NextEra Energy
NEE
$173B
$52.8M 0.15%
760,925
+43,298
ADBE icon
140
Adobe
ADBE
$145B
$52.6M 0.15%
136,023
+8,652
GOVT icon
141
iShares US Treasury Bond ETF
GOVT
$33.2B
$52.5M 0.15%
2,283,396
+163,060
CGCP icon
142
Capital Group Core Plus Income ETF
CGCP
$6.22B
$52.2M 0.15%
2,318,254
+144,054
ITA icon
143
iShares US Aerospace & Defense ETF
ITA
$11.9B
$52M 0.15%
275,758
+58,770
BIL icon
144
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$43.6B
$51.9M 0.15%
565,595
+133,214
DFAC icon
145
Dimensional US Core Equity 2 ETF
DFAC
$39.9B
$51.4M 0.15%
1,434,639
+66,319
BAI
146
iShares A.I. Innovation and Tech Active ETF
BAI
$8.04B
$50.4M 0.15%
+1,746,655
T icon
147
AT&T
T
$179B
$50.4M 0.15%
1,740,318
+502,384
KO icon
148
Coca-Cola
KO
$301B
$50.3M 0.15%
710,384
-4,437
TBIL
149
US Treasury 3 Month Bill ETF
TBIL
$6.33B
$50.2M 0.14%
1,003,941
+153,587
IEF icon
150
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$50.1M 0.14%
523,311
+246,563
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