Anderson Financial Strategies, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AF Anderson Financial Strategies, LLC | Institutional Filer | ▲ 5.60% | $181.9M | 32 |
Current Portfolio Holdings
Showing all 32 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WTV | WISDOMTREE TR | — | 221K | $21.9M | 12.05% |
| 2 | QGRO | AMERICAN CENTY ETF TR | — | 157K | $17.7M | 9.74% |
| 3 | FENI | FIDELITY COVINGTON TRUST | — | 402K | $15.7M | 8.65% |
| 4 | IAGG | ISHARES TR | — | 242K | $12.1M | 6.63% |
| 5 | SKOR | FLEXSHARES TR | — | 225K | $10.9M | 6.00% |
| 6 | CWB | SPDR SERIES TRUST | — | 96K | $10.0M | 5.51% |
| 7 | HYFI | AB ACTIVE ETFS INC | — | 244K | $9.1M | 5.00% |
| 8 | USVM | VICTORY PORTFOLIOS II | — | 83K | $8.6M | 4.75% |
| 9 | PFFA | ETFIS SER TR I | — | 377K | $8.2M | 4.49% |
| 10 | JPRE | J P MORGAN EXCHANGE TRADED F | — | 158K | $8.2M | 4.48% |
| 11 | XSMO | INVESCO EXCHANGE TRADED FD T | — | 83K | $7.3M | 4.01% |
| 12 | LGOV | FIRST TR EXCHANGE-TRADED FD | — | 339K | $7.3M | 4.00% |
| 13 | EDIV | SPDR INDEX SHS FDS | — | 132K | $5.4M | 2.99% |
| 14 | HMOP | HARTFORD FDS EXCHANGE TRADED | — | 130K | $5.1M | 2.79% |
| 15 | EMCB | WISDOMTREE TR | — | 61K | $4.0M | 2.22% |
Showing 1 to 15 of 32 holdings