Envestnet Portfolio Solutions, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EP Envestnet Portfolio Solutions, Inc. | Institutional Filer | ▼ 36.56% | $18.07B | 1286 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 1286)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IWY | ISHARES TR | — | 4.7M | $1.18B | 6.53% |
| 2 | APUE | TRUST FOR PROFESSIONAL MANAG | — | 24.9M | $998.7M | 5.53% |
| 3 | IVV | ISHARES TR | — | 1.2M | $789.8M | 4.37% |
| 4 | IWX | ISHARES TR | — | 6.3M | $583.4M | 3.23% |
| 5 | IUSB | ISHARES TR | — | 12.5M | $579.1M | 3.21% |
| 6 | IVE | ISHARES TR | — | 2.1M | $453.7M | 2.51% |
| 7 | APCB | TRUST FOR PROFESSIONAL MANAG | — | 15.3M | $451.0M | 2.50% |
| 8 | APIE | TRUST FOR PROFESSIONAL MANAG | — | 12.1M | $428.2M | 2.37% |
| 9 | IVW | ISHARES TR | — | 3.7M | $413.3M | 2.29% |
| 10 | IEMG | ISHARES INC | — | 5.9M | $411.6M | 2.28% |
| 11 | IWS | ISHARES TR | — | 2.8M | $405.5M | 2.24% |
| 12 | DYNF | BLACKROCK ETF TRUST | — | 6.6M | $382.2M | 2.12% |
| 13 | EFV | ISHARES TR | — | 4.2M | $315.5M | 1.75% |
| 14 | AGG | ISHARES TR | — | 3.1M | $303.5M | 1.68% |
| 15 | TLH | ISHARES TR | — | 3.0M | $303.0M | 1.68% |
Showing 1 to 15 of 1000 holdings