SIA

Stancorp Investment Advisers Portfolio holdings

AUM $212M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
711
New
Increased
Reduced
Closed

Top Buys

1 +$9.35M
2 +$5.68M
3 +$5.35M
4
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$5.01M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.81M

Top Sells

No sells this quarter

Sector Composition

1 Energy 7.43%
2 Healthcare 6.29%
3 Consumer Staples 5.39%
4 Financials 5.15%
5 Technology 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DFJ icon
451
WisdomTree Japan SmallCap Dividend Fund
DFJ
$313M
$8K ﹤0.01%
+159
ELV icon
452
Elevance Health
ELV
$78.3B
$8K ﹤0.01%
+65
GGG icon
453
Graco
GGG
$13.5B
$8K ﹤0.01%
+300
HUM icon
454
Humana
HUM
$34.9B
$8K ﹤0.01%
+55
MFA
455
MFA Financial
MFA
$948M
$8K ﹤0.01%
+250
NI icon
456
NiSource
NI
$20.7B
$8K ﹤0.01%
+509
PBI icon
457
Pitney Bowes
PBI
$2.05B
$8K ﹤0.01%
+323
SMB icon
458
VanEck Short Muni ETF
SMB
$286M
$8K ﹤0.01%
+452
UNH icon
459
UnitedHealth
UNH
$329B
$8K ﹤0.01%
+75
UTHR icon
460
United Therapeutics
UTHR
$19.1B
$8K ﹤0.01%
+60
XLE icon
461
Energy Select Sector SPDR Fund
XLE
$26.8B
$8K ﹤0.01%
+102
WPS
462
DELISTED
iShares International Developed Property ETF
WPS
$8K ﹤0.01%
+225
NBL
463
DELISTED
Noble Energy, Inc.
NBL
$8K ﹤0.01%
+163
APC
464
DELISTED
Anadarko Petroleum
APC
$8K ﹤0.01%
+100
AET
465
DELISTED
Aetna Inc
AET
$8K ﹤0.01%
+85
SIRO
466
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
$8K ﹤0.01%
+96
PETM
467
DELISTED
PETSMART INC
PETM
$8K ﹤0.01%
+100
BAX icon
468
Baxter International
BAX
$11.9B
$7K ﹤0.01%
+179
BSX icon
469
Boston Scientific
BSX
$152B
$7K ﹤0.01%
+500
COF icon
470
Capital One
COF
$145B
$7K ﹤0.01%
+80
CPRT icon
471
Copart
CPRT
$43.5B
$7K ﹤0.01%
+1,488
DFS
472
DELISTED
Discover Financial Services
DFS
$7K ﹤0.01%
+100
DG icon
473
Dollar General
DG
$22.8B
$7K ﹤0.01%
+100
FI icon
474
Fiserv
FI
$68.5B
$7K ﹤0.01%
+194
GDXJ icon
475
VanEck Junior Gold Miners ETF
GDXJ
$8.01B
$7K ﹤0.01%
+300