Find Institutional Investor
Institutional Investor
Browse Institutional Investors
Time Period
Activity
Security Type
Top Percentile
?
Use this filter to see holdings within a selected percentile portfolio.

For example, click 10 to show only holdings in the top 10 percentile.

100908070605040302010%
Sectors
?
Use the pull down list to add one or more sectors to the space below and click Apply to filter out the holdings that belong to your selected sector(s).
 
Stock Style
?
Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
72
23
19
1
5
0
29
4
5
ARGI INVESTMENT SERVICES LLC

Time Period2018-12-31

Total Holdings305

Total Value ($x1000)1,564,273
Activities
New54

Increased122

Unchanged18

Decreased111

Sold Out37

Top 10 Stock Holdingstotal 42.58%
IEI5.87

LAG5.55

JPIN5.52

VEA4.84

VTI3.59

 
MTUM3.56

USMV3.5

QUAL3.5

EEMV3.33

IJH3.32

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEI
5.87%
3-7 YR TR BD ETF
LAG
5.55%
BRCLYS AGG ETF
JPIN
5.52%
DIV RTN INT EQ
VEA
4.84%
FTSE DEV MKT ETF
VTI
3.59%
TOTAL STK MKT
MTUM
3.56%
MSCI USAMOMFCT
USMV
3.5%
USA MIN VOL ETF
QUAL
3.5%
MSCI USA QLT FAC
EEMV
3.33%
EM MK MINVOL ETF
IJH
3.32%
CORE S&P MCP ETF
PRFZ
3.3%
FTSE RAFI 1500
IEF
3.3%
7-10 Y TR BD ETF
SWAN
3.27%
BLACKSWAN GRWT
VWO
2.76%
FTSE EMR MKT ETF
RSP
2.51%
GUG S&P500 EQ WT
IVV
2.22%
CORE S&P500 ETF
SHY
1.98%
1-3 YR TR BD ETF
ITR
1.85%
INTR TRM CORP BD
JPME
1.75%
DIVERSFED RTRN
PCY
1.7%
EMRNG MKT SVRG
ANGL
1.69%
FALLEN ANGEL HG
STIP
1.56%
0-5 YR TIPS ETF
VSS
1.52%
FTSE SMCAP ETF
IJS
1.49%
SP SMCP600VL ETF
FLRN
1.32%
INV GRD FLT RT
ITOT
1.25%
CORE S&P TTL STK
VBR
1.19%
SM CP VAL ETF
VNQ
0.93%
REIT ETF
JNK
0.88%
BRC HGH YLD BD
ISCF
0.78%
MSCI INT SMLCP
IJR
0.73%
CORE S&P SCP ETF
VOO
0.6%
SHS
IEMG
0.46%
CORE MSCI EMKT
AGG
0.46%
CORE TOTUSBD ETF
GWL
0.36%
S&P WRLD EX US
SPY
0.33%
CALL
LRGF
0.32%
FCTSLC MSCI US
INTF
0.32%
FCTSL MSCI INT
BF/B
0.29%
CL B
PG
0.29%
COM
YUM
0.28%
COM
DVY
0.25%
SELECT DIVID ETF
GE
0.24%
COM
SMLF
0.22%
MSCI USA SMLCP
AAPL
0.21%
COM
SPY
0.2%
TR UNIT
GMM
0.2%
EMERG MKTS ETF
VEU
0.2%
ALLWRLD EX US
VZ
0.2%
COM
SO
0.19%
COM
HUM
0.18%
COM
T
0.18%
COM
EFA
0.17%
MSCI EAFE ETF
PPL
0.17%
COM
INVESCO ...
0.17%
ETF
CHDN
0.17%
COM
SHM
0.16%
NUVN BR SHT MUNI
FE
0.16%
COM
EIX
0.16%
COM
AES
0.15%
COM
VBK
0.15%
SML CP GRW ETF
GIS
0.15%
COM
MRK
0.15%
COM
IBM
0.14%
COM
CIU
0.14%
INTERM CR BD ETF
VTEB
0.14%
TAX-EXEMPT BD
EXC
0.14%
COM
WU
0.14%
COM
MSFT
0.14%
COM
IVZ
0.13%
SHS
ETR
0.13%
COM
YUMC
0.13%
COM
DLS
0.13%
INTL SMCAP DIV
VXF
0.12%
EXTEND MKT ETF
MUB
0.12%
NAT AMT FREE BD
CPB
0.12%
COM
STX
0.12%
SHS
JNJ
0.12%
COM
KMB
0.12%
COM
HYD
0.12%
HIGH YLD MUN ETF
CAH
0.11%
COM
GENERAL ...
0.11%
EQUITY
IAGG
0.11%
CORE INTL AGGR
ADM
0.11%
COM
PFE
0.11%
COM
M
0.11%
COM
WDC
0.11%
COM
UPS
0.11%
CL B
XRX
0.11%
COM NEW
DUK
0.11%
COM NEW
IWM
0.1%
RUSSELL 2000 ETF
F
0.1%
COM PAR $0.01
EEM
0.1%
MSCI EMG MKT ETF
ITM
0.1%
AMT FREE INT ETF
HBI
0.09%
COM
BF/A
0.09%
CL A
HPQ
0.09%
COM
PFG
0.09%
COM
NWL
0.09%
COM
VPU
0.09%
UTILITIES ETF
PBCT
0.08%
COM
JPM
0.08%
COM
ANTM
0.08%
COM
MATW
0.08%
CL A
VOE
0.08%
MCAP VL IDXVIP
VLO
0.08%
COM
THRK
0.08%
RUSSELL 3000 ETF
HOG
0.08%
COM
DTN
0.08%
DIV EX-FINL FD
PRU
0.08%
COM
WRK
0.08%
COM
VGIT
0.08%
INT-TERM GOV
WHR
0.08%
COM
LEG
0.08%
COM
CWEN/A
0.08%
CL A
LYB
0.08%
SHS - A -
PNC
0.08%
COM
IP
0.08%
COM
MCD
0.08%
COM
WEC
0.07%
COM
ABBV
0.07%
COM
AMZN
0.07%
COM
PNW
0.07%
COM
ED
0.07%
COM
AEP
0.07%
COM
GWX
0.07%
S&P INTL SMLCP
PEG
0.07%
COM
OGE
0.07%
COM
HRB
0.07%
COM
KSS
0.07%
COM
FACEBOOK...
0.07%
EQUITY
VDC
0.06%
CONSUM STP ETF
WMK
0.06%
COM
EHC
0.06%
COM
PEP
0.06%
COM
MO
0.06%
COM
RWJ
0.06%
SMALL CAP REV ET
RSCO
0.06%
SM CAP COMPLETE
SLYV
0.06%
S&P 600 SMCP VAL
VGSH
0.06%
SHTRM GVT BD ETF
JHMM
0.06%
MULTIFACTOR MI
HSY
0.06%
COM
BKH
0.06%
COM
RWO
0.06%
DJ GLB RL ES ETF
DWDP
0.06%
COM
GILD
0.06%
COM
DIS
0.06%
COM DISNEY
IPG
0.06%
COM
EMB
0.06%
JP MOR EM MK ETF
UHS
0.06%
CL B
VGT
0.05%
INF TECH ETF
SMB
0.05%
AMT FREE SHORT M
BA
0.05%
COM
CVX
0.05%
COM
BRK.B
0.05%
CL B NEW
VTV
0.05%
VALUE ETF
K
0.05%
COM
MCK
0.05%
COM
ABT
0.05%
COM
KO
0.05%
COM
ZMH
0.05%
COM
HCN
0.04%
COM
HON
0.04%
COM
DGX
0.04%
COM
GOOG
0.04%
CAP STK CL C
TGT
0.04%
COM
KHC
0.04%
COM
BSCJ
0.04%
BULSHS 2019 CB
FITB
0.04%
COM
USB
0.04%
COM NEW
HD
0.04%
COM
DG
0.04%
COM
XOM
0.04%
COM
PM
0.04%
COM
BAC
0.04%
COM
WBA
0.04%
COM
MMM
0.04%
COM
ACWI
0.04%
MSCI ACWI ETF
VYM
0.04%
HIGH DIV YLD
INTC
0.04%
COM
WMT
0.04%
COM
CSCO
0.04%
COM
BSCK
0.04%
BULSHS 2020 CB
V
0.03%
COM CL A
AOA
0.03%
AGGRES ALLOC ETF
PCAR
0.03%
COM
QQQ
0.03%
UNIT SER 1
VUG
0.03%
GROWTH ETF
IJT
0.03%
SP SMCP600GR ETF
CAT
0.03%
COM
IYR
0.03%
U.S. REAL ES ETF
PDCO
0.03%
COM
TRTN
0.03%
CL A
VIAB
0.03%
CL B
KDP
0.03%
COM
AGO
0.03%
COM
SH
0.03%
SHORT S&P 500 NE
IWW
0.03%
RUS 3000 VAL ETF
VO
0.03%
MID CAP ETF
SC
0.03%
COM
ONEK
0.03%
RUSSELL 1000 ETF
QCOM
0.03%
COM
CALM
0.03%
COM NEW
ARCH
0.03%
CL A
IJJ
0.03%
S&P MC 400VL ETF
DAL
0.03%
COM NEW
HPE
0.03%
COM
TWO
0.03%
COM NEW
NUE
0.03%
COM
GWB
0.03%
COM
MPC
0.03%
COM
COST
0.03%
COM
PAG
0.03%
COM
VSH
0.03%
COM
DK
0.03%
COM
RBCAA
0.03%
CL A
PHM
0.03%
COM
RS
0.03%
COM
KLAC
0.03%
COM
AGNC
0.03%
COM
HFC
0.03%
COM
UVE
0.03%
COM
BSCL
0.03%
BULSHS 2021 CB
MBFI
0.03%
COM
SKYW
0.03%
COM
IVE
0.03%
S&P 500 VAL ETF
WSBC
0.03%
COM
ORCL
0.03%
COM
KR
0.03%
COM
TSCO
0.03%
COM
PSQ
0.03%
SHORT QQQ NEW
CBRL
0.03%
COM
LLY
0.03%
COM
AXP
0.03%
COM
PPG
0.03%
COM
PFF
0.02%
U.S. PFD STK ETF
CVS
0.02%
COM
ADP
0.02%
COM
IVW
0.02%
S&P 500 GRWT ETF
WPC
0.02%
COM
FISV
0.02%
COM
BND
0.02%
TOTAL BND MRKT
IWV
0.02%
RUSSELL 3000 ETF
ALL
0.02%
COM
GOOGL
0.02%
CAP STK CL A
VB
0.02%
SMALL CP ETF
VPL
0.02%
MEGA CAP GRO ETF
GABC
0.02%
COM
NKE
0.02%
CL B
TRV
0.02%
COM
SYBT
0.02%
COM
UTX
0.02%
COM
SCPB
0.02%
BARC SHT TR CP
CL
0.02%
COM
DORM
0.02%
COM
FDMO
0.02%
MOMENTUM FACTR
LOW
0.02%
COM
EMGF
0.02%
FACTORSELECT MSC
DF
0.02%
COM NEW
JPEM
0.02%
DIV RTN EM EQT
AOR
0.02%
GRWT ALLOCAT ETF
MDT
0.02%
SHS
OMI
0.02%
COM
BNDX
0.02%
INTL BD IDX ETF
BMY
0.02%
COM
IJK
0.02%
S&P MC 400GR ETF
IDV
0.02%
INTL SEL DIV ETF
FALN
0.02%
FALN ANGLS USD
TSLA
0.02%
COM
IYE
0.02%
U.S. ENERGY ETF
MAR
0.02%
CL A
MDLZ
0.02%
CL A
BNS
0.02%
COM
ETN
0.02%
SHS
SCZ
0.01%
EAFE SML CP ETF
IWB
0.01%
RUS 1000 ETF
ACN
0.01%
SHS CLASS A
BXMT
0.01%
COM CL A
CHL
0.01%
SPONSORED ADR
NEE
0.01%
COM
FRC
0.01%
COM
ALGT
0.01%
COM
FQAL
0.01%
QLTY FCTOR ETF
DE
0.01%
COM
SPLV
0.01%
S&P500 LOW VOL
BABA
0.01%
SPONSORED ADS
C
0.01%
COM NEW
SPHD
0.01%
S&P500 HDL VOL
HRC
0.01%
COM
VOT
0.01%
MCAP GR IDXVIP
NAVI
0.01%
COM
DNP
0.01%
COM
EGOV
0.01%
COM
EMISPHER...
< 0.01%
EQUITY
WAL-MART...
< 0.01%
EQUITY
CARDNO L...
< 0.01%
EQUITY
BAGR
< 0.01%
COM
SOLAR WI...
< 0.01%
EQUITY
GRAPHITE...
< 0.01%
EQUITY
AMFIL TE...
< 0.01%
EQUITY
BAGGER D...
< 0.01%
EQUITY
ROLLS RO...
< 0.01%
EQUITY
TAGLIKEM...
< 0.01%
EQUITY
CALYPSO ...
< 0.01%
EQUITY
KELLER M...
< 0.01%
EQUITY
RSP
2.72%
S&P500 EQL WGT
GM
0.13%
COM
FB
0.09%
CL A
SCG
0.08%
COM
KMI
0.08%
COM
TSN
0.08%
CL A
MS
0.04%
COM NEW
SYF
0.04%
COM
RMR
0.03%
CL A
GCI
0.03%
COM
AYR
0.03%
COM
TSE
0.03%
SHS
KBH
0.03%
COM
AL
0.03%
CL A
CIM
0.03%
COM NEW
PBF
0.03%
CL A
COF
0.03%
COM
BTU
0.03%
COM
CELG
0.02%
COM
CSV
0.02%
COM
PZZA
0.02%
COM
SST
0.02%
SHRT TRSRY ETF
BSCI
0.02%
BULSHS2018 COR
HYMB
0.02%
NUV HGHYLD MUN
VDE
0.02%
ENERGY ETF
ESRX
0.01%
COM
NVDA
0.01%
COM
AMAT
0.01%
COM
INTU
0.01%
COM
TD
0.01%
COM NEW
STFC
0.01%
COM
COP
0.01%
COM
SBUX
0.01%
COM
UNH
0.01%
COM
VHT
0.01%
HEALTH CAR ETF
CSX
0.01%
COM
SPROTT I...
< 0.01%
COM