We are live on
!
Find out more
SIA
Stancorp Investment Advisers Portfolio holdings
AUM
$212M
This Fund
S&P 500
This Quarter
Est. Return
+3.74%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$218M
AUM Growth
–
Cap. Flow
+$215M
Cap. Flow
% of AUM
98.5%
Top 10 Holdings %
Top 10 Hldgs %
23.45%
Holding
711
New
705
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$9.12M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$5.56M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
+$5.49M |
| 4 |
iShares Russell Mid-Cap ETF
IWR
|
+$4.87M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$4.71M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 7.43% |
| 2 | Healthcare | 6.29% |
| 3 | Consumer Staples | 5.39% |
| 4 | Financials | 5.15% |
| 5 | Technology | 4.84% |
Similar funds
MWAN
PCM
UPA
MRH
PIA
AP
VC
CBCM
Stancorp Investment Advisers's Q4 2014 Portfolio in Review
Q4 2014 is the first quarter with a 13F filing on record for Stancorp Investment Advisers, which disclosed 711 positions worth $218M. Its ten largest holdings account for 23% of the portfolio.
Its largest position is Schwab US Broad Market ETF: 1,126,548 shares worth $9.35M.
By sector, the portfolio is most concentrated in Energy at 7.4% of assets, followed by Healthcare and Consumer Staples.
- Stancorp Investment Advisers's largest Q4 2014 buy was Schwab US Broad Market ETF: 1,126,548 shares worth $9.35M.
- Stancorp Investment Advisers's ten largest holdings make up 23% of its $218M portfolio in Q4 2014.
- Stancorp Investment Advisers disclosed 711 positions in Q4 2014, its first 13F filing on record.
Based on Stancorp Investment Advisers's 13F filing for Q4 2014, filed 30 Jan 2015.