Polaris Wealth Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$44.4M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$43.2M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$40.4M |
| 4 |
Tyson Foods
TSN
|
+$30M |
| 5 |
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$28.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$48M |
| 2 |
iShares Preferred and Income Securities ETF
PFF
|
+$44.1M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$40.4M |
| 4 |
CVS Health
CVS
|
+$33.9M |
| 5 |
MPT
Medical Properties Trust
MPT
|
+$33.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.05% |
| 2 | Technology | 17.67% |
| 3 | Consumer Staples | 17.32% |
| 4 | Healthcare | 8.13% |
| 5 | Consumer Discretionary | 5.99% |
Similar funds
Polaris Wealth Advisory Group's Q1 2020 Portfolio in Review
As of Q1 2020, Polaris Wealth Advisory Group held 187 positions worth $920M, down 39% from $1.5B the previous quarter. Its ten largest holdings account for 39% of the portfolio.
Polaris Wealth Advisory Group withdrew a net $451M in Q1 2020, closing 69 positions and reducing 33 holdings. Its most notable exit was iShares iBoxx $ High Yield Corporate Bond ETF, an estimated $48M position sold in full.
By sector, the portfolio is most concentrated in Miscellaneous at 43% of assets, up from 37% a quarter earlier, followed by Technology and Consumer Staples.
Against the trend, Polaris Wealth Advisory Group opened a new position in iShares 3-7 Year Treasury Bond ETF worth $44.7M.
- Polaris Wealth Advisory Group's largest Q1 2020 buy was iShares 3-7 Year Treasury Bond ETF: 335,065 shares worth $44.7M.
- Polaris Wealth Advisory Group added most to iShares 7-10 Year Treasury Bond ETF in Q1 2020, an estimated $44.4M increase.
- Polaris Wealth Advisory Group's biggest Q1 2020 reduction was AbbVie, cutting an estimated $31.5M.
- Polaris Wealth Advisory Group fully exited iShares iBoxx $ High Yield Corporate Bond ETF in Q1 2020, selling an estimated $48M.
- Polaris Wealth Advisory Group's ten largest holdings make up 39% of its $920M portfolio in Q1 2020.
- Polaris Wealth Advisory Group opened 35 new positions and closed 69 in Q1 2020.
- Polaris Wealth Advisory Group's portfolio value fell 39% quarter-over-quarter to $920M.
Based on Polaris Wealth Advisory Group's 13F filing for Q1 2020, filed 9 Apr 2020.