SIA
Strategic Investment Advisors Portfolio holdings
AUM
$1.11B
1-Year Est. Return
15.62%
1 Year Est. Return
+15.62%
AUM
$1.11B
AUM Growth
+$84M
(+8.2%)
Holding
280
Top Buys
| 1 | +$15.7M | |
| 2 | +$12.1M | |
| 3 | +$12.1M | |
| 4 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$11.9M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$5.68M |
Top Sells
| 1 | +$1.38T | |
| 2 | +$172B | |
| 3 | +$59.6B | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$55.1B |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$53.7B |
Sector Composition
| 1 | Technology | 7.41% |
| 2 | Communication Services | 3.43% |
| 3 | Financials | 2.88% |
| 4 | Consumer Discretionary | 1.78% |
| 5 | Healthcare | 1.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Reinsurance Group of America
RGA
$13.4B
| – | – |
-2,181
|
|
||
277
Roper Technologies
ROP
$48B
| – | – |
-434
|
|
||
278
Synopsys
SNPS
$86.3B
| – | – |
-1,100
|
|
||
279
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.02B
| – | – |
-11,863
|
|
||
280
UnitedHealth
UNH
$310B
| – | – |
-1,261
|
|