VA

Valmark Advisers Portfolio holdings

AUM $6.63B
This Quarter Return
-0.52%
1 Year Return
+3.58%
3 Year Return
+9.19%
5 Year Return
+58.07%
10 Year Return
+59.25%
AUM
$6.63B
AUM Growth
+$175M
Cap. Flow
+$232M
Cap. Flow %
3.49%
Top 10 Hldgs %
47.49%
Holding
628
New
38
Increased
275
Reduced
241
Closed
27
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
-2,168
Closed
-$252K
-6,820
Closed
-$253K
-37,550
Closed
-$1.9M