Polaris Wealth Advisory Group Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$54.4M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$54.2M |
| 3 |
Invesco Senior Loan ETF
BKLN
|
+$50.8M |
| 4 |
State Street SPDR Bloomberg Convertible Securities ETF
CWB
|
+$46.6M |
| 5 |
MPT
Medical Properties Trust
MPT
|
+$23.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$47.2M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$30.8M |
| 3 |
iShares TIPS Bond ETF
TIP
|
+$29.4M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$28.1M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$26.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 40.96% |
| 2 | Technology | 17.3% |
| 3 | Consumer Discretionary | 8.6% |
| 4 | Financials | 8.11% |
| 5 | Consumer Staples | 6.84% |
Similar funds
Polaris Wealth Advisory Group's Q2 2020 Portfolio in Review
As of Q2 2020, Polaris Wealth Advisory Group held 169 positions worth $1.26B, up 37% from $920M the previous quarter. Its ten largest holdings account for 32% of the portfolio.
Polaris Wealth Advisory Group deployed $184M of net new capital in Q2 2020, opening 51 new positions and adding to 36 existing holdings. Its largest new stake was iShares 5-10 Year Investment Grade Corporate Bond ETF: 933,456 shares worth $56.3M.
By sector, the portfolio is most concentrated in Miscellaneous at 41% of assets, down from 43% a quarter earlier, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares 3-7 Year Treasury Bond ETF, an estimated $30.8M trimmed.
- Polaris Wealth Advisory Group's largest Q2 2020 buy was iShares 5-10 Year Investment Grade Corporate Bond ETF: 933,456 shares worth $56.3M.
- Polaris Wealth Advisory Group added most to JPMorgan Chase in Q2 2020, an estimated $21.5M increase.
- Polaris Wealth Advisory Group's biggest Q2 2020 reduction was iShares 3-7 Year Treasury Bond ETF, cutting an estimated $30.8M.
- Polaris Wealth Advisory Group fully exited iShares 7-10 Year Treasury Bond ETF in Q2 2020, selling an estimated $47.2M.
- Polaris Wealth Advisory Group's ten largest holdings make up 32% of its $1.26B portfolio in Q2 2020.
- Polaris Wealth Advisory Group opened 51 new positions and closed 24 in Q2 2020.
- Polaris Wealth Advisory Group's portfolio value rose 37% quarter-over-quarter to $1.26B.
Based on Polaris Wealth Advisory Group's 13F filing for Q2 2020, filed 13 Jul 2020.