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Stock Style
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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
97
28
27
4
9
2
66
22
12
JNBA FINANCIAL ADVISORS

Time Period2018-03-31

Total Holdings504

Total Value ($x1000)467,077
Activities
New36

Increased51

Unchanged333

Decreased84

Sold Out21

Top 10 Stock Holdingstotal 61.3%
IJH9.5

MOAT8.98

IVV7.79

VIG7.26

AFL6.23

 
VEA6.15

VV4.58

VWO4.49

IAU3.34

IJR2.98

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
9.5%
CORE S&P MCP ETF
MOAT
8.98%
MORNINGSTAR WIDE
IVV
7.79%
CORE S&P500 ETF
VIG
7.26%
DIV APP ETF
AFL
6.23%
COM
VEA
6.15%
FTSE DEV MKT ETF
VV
4.58%
LARGE CAP ETF
VWO
4.49%
FTSE EMR MKT ETF
IAU
3.34%
ISHARES
IJR
2.98%
CORE S&P SCP ETF
VO
2.74%
MID CAP ETF
VEU
1.57%
ALLWRLD EX US
IJK
1.41%
S&P MC 400GR ETF
GIM
1.39%
COM
PRF
1.39%
FTSE RAFI 1000
VOE
1.28%
MCAP VL IDXVIP
INTC
1.1%
COM
VB
0.99%
SMALL CP ETF
PWV
0.97%
DYNM LRG CP VL
THRK
0.94%
RUSSELL 3000 ETF
ONEK
0.94%
RUSSELL 1000 ETF
IJJ
0.9%
S&P MC 400VL ETF
MDT
0.75%
SHS
IDV
0.74%
INTL SEL DIV ETF
MSFT
0.69%
COM
ITM
0.64%
AMT FREE INT ETF
VTI
0.62%
TOTAL STK MKT
FTCS
0.62%
CAP STRENGTH ETF
SCHW
0.57%
COM
GGG
0.55%
COM
DIS
0.53%
COM DISNEY
SHY
0.47%
1-3 YR TR BD ETF
BBY
0.4%
COM
RSCO
0.4%
SM CAP COMPLETE
BRK.B
0.39%
CL B NEW
CF
0.38%
COM
XOM
0.34%
COM
JNJ
0.33%
COM
AAPL
0.32%
COM
VUG
0.31%
GROWTH ETF
IJT
0.31%
SP SMCP600GR ETF
DSL
0.3%
COM
VOT
0.29%
MCAP GR IDXVIP
AMAT
0.29%
COM
ESRX
0.28%
COM
MDYG
0.26%
S&P 400 MDCP GRW
UPS
0.26%
CL B
DEM
0.26%
EMERG MKTS ETF
JPM
0.25%
COM
ABT
0.23%
COM
MCD
0.23%
COM
IJS
0.22%
SP SMCP600VL ETF
NVS
0.21%
SPONSORED ADR
ABBV
0.21%
COM
DON
0.2%
MIDCAP DIVI FD
AOA
0.2%
AGGRES ALLOC ETF
AMZN
0.19%
COM
FB
0.19%
CL A
IVW
0.19%
S&P 500 GRWT ETF
BRK.A
0.19%
CL A
GOOG
0.19%
CAP STK CL C
VGT
0.19%
INF TECH ETF
QCOM
0.19%
COM
VTV
0.17%
VALUE ETF
KO
0.17%
COM
MMM
0.17%
COM
WFC
0.16%
COM
SPY
0.15%
TR UNIT
KLD
0.15%
USA ESG SLCT ETF
CSCO
0.15%
COM
GCC
0.15%
SHS BEN INT
RJI
0.14%
ROG TTL ETN 22
GMM
0.14%
EMERG MKTS ETF
AET
0.13%
COM
GOOGL
0.13%
CAP STK CL A
CVX
0.13%
COM
PG
0.13%
COM
GILD
0.13%
COM
DTN
0.13%
DIV EX-FINL FD
V
0.12%
COM CL A
SCHD
0.12%
US DIVIDEND EQ
BAC
0.12%
COM
TRV
0.11%
COM
TWOK
0.11%
SPDR RUSSEL 2000
PEP
0.1%
COM
EFA
0.1%
MSCI EAFE ETF
BLK
0.1%
COM
DES
0.1%
SMALLCAP DIVID
DE
0.1%
COM
ORCL
0.09%
COM
HD
0.09%
COM
BIIB
0.09%
COM
CVS
0.08%
COM
UNH
0.08%
COM
GDX
0.08%
GOLD MINERS ETF
HON
0.08%
COM
BK
0.07%
COM
IBM
0.07%
COM
GWL
0.07%
S&P WRLD EX US
TGT
0.07%
COM
USB
0.07%
COM NEW
CSX
0.07%
COM
ENB
0.07%
COM
XLI
0.06%
SBI INT-INDS
GIS
0.06%
COM
XLY
0.06%
SBI CONS DISCR
EMR
0.06%
COM
RDS/A
0.06%
SPONS ADR A
IWF
0.06%
RUS 1000 GRW ETF
TWO
0.05%
COM NEW
ACN
0.05%
SHS CLASS A
LB
0.05%
COM
NKE
0.05%
CL B
VZ
0.05%
COM
PSL
0.05%
CON STAPLE SEC
PFE
0.05%
COM
MDP
0.05%
COM
GEX
0.05%
GLOBAL ALTER ETF
T
0.05%
COM
TXN
0.05%
COM
TCB
0.05%
COM
MUB
0.05%
NAT AMT FREE BD
DJP
0.05%
DJUBS CMDT ETN36
CRM
0.05%
COM
SNY
0.04%
SPONSORED ADR
BSX
0.04%
COM
WLTW
0.04%
SHS
AMGN
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
BMY
0.04%
COM
GLD
0.04%
GOLD SHS
VBK
0.04%
SML CP GRW ETF
HSY
0.04%
COM
BNDX
0.04%
INTL BD IDX ETF
IWM
0.04%
RUSSELL 2000 ETF
IWR
0.04%
RUS MID-CAP ETF
SRCL
0.04%
COM
CAH
0.03%
COM
MRK
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
FNB
0.03%
COM
SBUX
0.03%
COM
PDP
0.03%
DWA TECH LDRS
SLV
0.03%
ISHARES
MON
0.03%
COM
AOR
0.03%
GRWT ALLOCAT ETF
HSIC
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
EXC
0.03%
COM
DSI
0.03%
MSCI KLD400 SOC
GE
0.03%
COM
UTX
0.03%
COM
PRN
0.03%
INDL SECT PORT
PNC
0.03%
COM
CNSL
0.03%
COM
ECL
0.03%
COM
BIL
0.02%
SPDR BLOOMBERG
EIX
0.02%
COM
VBR
0.02%
SM CP VAL ETF
VT
0.02%
TT WRLD ST ETF
XLV
0.02%
SBI HEALTHCARE
CMP
0.02%
COM
XEL
0.02%
COM
BA
0.02%
COM
BABA
0.02%
SPONSORED ADS
IWV
0.02%
RUSSELL 3000 ETF
BX
0.02%
COM UNIT LTD
APA
0.02%
COM
EEP
0.02%
COM
FAST
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
COP
0.02%
COM
SYY
0.02%
COM
WBA
0.02%
COM
WEC
0.02%
COM
PYPL
0.02%
COM
CELC
0.02%
COM
DLN
0.02%
LARGECAP DIVID
UNP
0.02%
COM
WMT
0.02%
COM
IRM
0.02%
COM
BP
0.02%
SPONSORED ADR
CAT
0.02%
COM
FSP
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
PSX
0.02%
COM
FISV
0.02%
COM
SLB
0.02%
COM
STT
0.02%
COM
FTAI
0.02%
COM REP LTD LIAB
ITW
0.02%
COM
GPMT
0.02%
COM
PII
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
CDC
0.01%
CEMP US EQ INCOM
O
0.01%
COM
DBL
0.01%
COM
ADRE
0.01%
EMER MK 50 ADR
SO
0.01%
COM
HBAN
0.01%
COM
HPQ
0.01%
COM
AGN
0.01%
SHS
IVE
0.01%
S&P 500 VAL ETF
SSO
0.01%
PSHS ULT S&P 500
BF/B
0.01%
CL B
L
0.01%
COM
NEE
0.01%
COM
KMB
0.01%
COM
SAFT
0.01%
COM
GS
0.01%
COM
DFS
0.01%
COM
VPV
0.01%
COM
BHK
0.01%
SHS BEN INT
CFO
0.01%
CEMP US 500 ENHA
LLY
0.01%
COM
LAG
0.01%
BRCLYS AGG ETF
XLE
0.01%
SBI INT-ENERGY
BDX
0.01%
COM
AAL
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
ARKW
0.01%
WEB X.O ETF
RF
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
MCO
0.01%
COM
HPE
0.01%
COM
PX
0.01%
COM
PWO
0.01%
DYNAMIC OTC PT
AOM
0.01%
MODERT ALLOC ETF
CELG
0.01%
COM
MU
0.01%
COM
RFV
0.01%
GUG S&P MC400 PV
SEP
0.01%
COM
USMV
0.01%
USA MIN VOL ETF
PEG
0.01%
COM
DAL
0.01%
COM NEW
ABC
0.01%
COM
VLO
0.01%
COM
NVDA
0.01%
COM
EW
0.01%
COM
EMCI
0.01%
COM
PHYS
0.01%
UNIT
EMN
0.01%
COM
TOT
0.01%
SPONSORED ADR
DWDP
0.01%
COM
YUM
0.01%
COM
OXY
0.01%
COM
CLNS
0.01%
COM
VTR
0.01%
COM
AMT
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
A
0.01%
COM
VNQ
0.01%
REIT ETF
CERN
0.01%
COM
SWK
0.01%
COM
SHW
0.01%
COM
MA
0.01%
CL A
CSM
0.01%
PSHS LC COR PLUS
FSLR
0.01%
COM
ABX
0.01%
COM
NOC
0.01%
COM
FNV
0.01%
COM
NLY
0.01%
COM
JACK
0.01%
COM
ZMH
0.01%
COM
C
0.01%
COM NEW
VXUS
0.01%
VG TL INTL STK F
CMCSA
0.01%
CL A
CDNS
0.01%
COM
F
0.01%
COM PAR $0.01
IWO
0.01%
RUS 2000 GRW ETF
HCN
0.01%
COM
MRO
0.01%
COM
SYK
0.01%
COM
PRFZ
0.01%
FTSE US1500 SM
SPYG
0.01%
S&P 500 GROWTH
SPSC
0.01%
COM
JCI
0.01%
SHS
KGC
0.01%
COM NO PAR
AWK
0.01%
COM
UN
0.01%
N Y SHS NEW
VDC
0.01%
CONSUM STP ETF
AABA
0.01%
COM
EBAY
0.01%
COM
ADP
0.01%
COM
NFG
0.01%
COM
XBI
0.01%
S&P BIOTECH
SYMC
0.01%
COM
CXP
0.01%
COM NEW
AXP
0.01%
COM
NVO
0.01%
ADR
DXC
0.01%
COM
TWX
0.01%
COM NEW
BOTZ
0.01%
RBTCS ARTFL IN
WDFC
< 0.01%
COM
PNR
< 0.01%
SHS
RQI
< 0.01%
COM
SEE
< 0.01%
COM
WPZ
< 0.01%
COM UNIT LTD PAR
MDLZ
< 0.01%
CL A
HRS
< 0.01%
COM
IYE
< 0.01%
U.S. ENERGY ETF
APLE
< 0.01%
COM NEW
PSK
< 0.01%
WELLS FG PFD ETF
APD
< 0.01%
COM
AEP
< 0.01%
COM
HBHC
< 0.01%
COM
MKC
< 0.01%
COM NON VTG
GDXJ
< 0.01%
JR GOLD MINERS E
NRZ
< 0.01%
COM NEW
WU
< 0.01%
COM
RJN
< 0.01%
RG ENRGY ETN22
GM
< 0.01%
COM
GEL
< 0.01%
UNIT LTD PARTN
CAG
< 0.01%
COM
ADM
< 0.01%
COM
WY
< 0.01%
COM
CHRW
< 0.01%
COM NEW
K
< 0.01%
COM
X
< 0.01%
COM
FL
< 0.01%
COM
TMO
< 0.01%
COM
BMS
< 0.01%
COM
DUK
< 0.01%
COM NEW
CIU
< 0.01%
INTERM CR BD ETF
VOD
< 0.01%
SPNSR ADR NO PAR
CRY
< 0.01%
COM
VTIP
< 0.01%
STRM INFPROIDX
CMI
< 0.01%
COM
FTV
< 0.01%
COM
PID
< 0.01%
INTL DIV ACHV
PFG
< 0.01%
COM
DVMT
< 0.01%
COM CL V
TTAC
< 0.01%
FLOAT SHRINK
NEWT
< 0.01%
COM NEW
KEYS
< 0.01%
COM
YUMC
< 0.01%
COM
HRB
< 0.01%
COM
LMT
< 0.01%
COM
FMS
< 0.01%
SPONSORED ADR
MO
< 0.01%
COM
IHF
< 0.01%
US HLTHCR PR ETF
WPM
< 0.01%
COM
BAX
< 0.01%
COM
NPK
< 0.01%
COM
GRA
< 0.01%
COM
EWC
< 0.01%
MSCI CDA ETF
CMS
< 0.01%
COM
PLM
< 0.01%
COM
BOND
< 0.01%
TOTL RETN ETF
VTHR
< 0.01%
VNG RUS3000IDX
CEF
< 0.01%
CL A
TSLA
< 0.01%
COM
INGR
< 0.01%
COM
RGLD
< 0.01%
COM
ES
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
JMF
< 0.01%
COM
OKE
< 0.01%
COM
FOX
< 0.01%
CL B
TIS
< 0.01%
COM
MOS
< 0.01%
COM
ANDV
< 0.01%
COM
IR
< 0.01%
SHS
ARKK
< 0.01%
INNOVATION ETF
STON
< 0.01%
COM UNITS
PWC
< 0.01%
DYNAMIC MKT PT
RTN
< 0.01%
COM NEW
SPE
< 0.01%
COM
GPN
< 0.01%
COM
BMRN
< 0.01%
COM
NNN
< 0.01%
COM
AOK
< 0.01%
CONSER ALLOC ETF
NRE
< 0.01%
COM
BWP
< 0.01%
UT LTD PARTNER
ICLR
< 0.01%
SHS
TITN
< 0.01%
COM
TEL
< 0.01%
REG SHS
CL
< 0.01%
COM
SJM
< 0.01%
COM NEW
CHKP
< 0.01%
ORD
SHPG
< 0.01%
SPONSORED ADR
AZN
< 0.01%
SPONSORED ADR
CNC
< 0.01%
COM
KHC
< 0.01%
COM
WHR
< 0.01%
COM
KMI
< 0.01%
COM
PCG
< 0.01%
COM
DG
< 0.01%
COM
ARRY
< 0.01%
COM
KL
< 0.01%
COM
VCIT
< 0.01%
INT-TERM CORP
BUD
< 0.01%
SPONSORED ADR
CB
< 0.01%
COM
QCLN
< 0.01%
NAS CLNEDG GREEN
BND
< 0.01%
TOTAL BND MRKT
HCP
< 0.01%
COM
MCHP
< 0.01%
COM
MET
< 0.01%
COM
STZ
< 0.01%
CL A
CCI
< 0.01%
COM
SCG
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
HBC
< 0.01%
SPON ADR NEW
PGR
< 0.01%
COM
EDV
< 0.01%
EXTENDED DUR
ETN
< 0.01%
SHS
GCP
< 0.01%
COM
NSU
< 0.01%
COM
BCE
< 0.01%
COM NEW
EPD
< 0.01%
COM
TTC
< 0.01%
COM
DLR
< 0.01%
COM
TMQ
< 0.01%
COM
MUX
< 0.01%
COM
DTD
< 0.01%
TOTAL DIVID FD
SSYS
< 0.01%
SHS
TRP
< 0.01%
COM
PRU
< 0.01%
COM
EXPD
< 0.01%
COM
MMP
< 0.01%
COM UNIT RP LP
ADNT
< 0.01%
ORD SHS
VDE
< 0.01%
ENERGY ETF
PSA
< 0.01%
COM
CDK
< 0.01%
COM
PCAR
< 0.01%
COM
COST
< 0.01%
COM
FGD
< 0.01%
DJ GLBL DIVID
RALS
< 0.01%
RAFI LG SHT FD
WMB
< 0.01%
COM
AMD
< 0.01%
COM
OMC
< 0.01%
COM
SBRA
< 0.01%
COM
WR
< 0.01%
COM
DVN
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
FXH
< 0.01%
HLTH CARE ALPH
CTL
< 0.01%
COM
SPG
< 0.01%
COM
XRX
< 0.01%
COM NEW
ROST
< 0.01%
COM
BKLN
< 0.01%
SENIOR LN PORT
WRE
< 0.01%
SH BEN INT
ICL
< 0.01%
SHS
ADBE
< 0.01%
COM
RIG
< 0.01%
REG SHS
IWN
< 0.01%
RUS 2000 VAL ETF
AIG
< 0.01%
COM NEW
UQM
< 0.01%
COM
KMX
< 0.01%
COM
FHN
< 0.01%
COM
PPL
< 0.01%
COM
OA
< 0.01%
COM
PBA
< 0.01%
COM
ZTS
< 0.01%
CL A
LLL
< 0.01%
COM
ZIOP
< 0.01%
COM
IPE
< 0.01%
BARCLYS TIPS ETF
RHT
< 0.01%
COM
ADSK
< 0.01%
COM
ENR
< 0.01%
COM
DISH
< 0.01%
CL A
MCY
< 0.01%
COM
EXK
< 0.01%
COM
EPC
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
ISR
< 0.01%
COM
TEVA
< 0.01%
ADR
VRTX
< 0.01%
COM
BKNG
< 0.01%
COM
APC
< 0.01%
COM
SMFG
< 0.01%
SPONSORED ADR
ESV
< 0.01%
SHS CLASS A
SRLN
< 0.01%
BLKSTN GSOSRLN
VSM
< 0.01%
COM
ARKQ
< 0.01%
INDL INNOVATIN
IONS
< 0.01%
COM
BHF
< 0.01%
COM
ARKG
< 0.01%
GEN REV MLTSCT
ATVI
< 0.01%
COM
FBT
< 0.01%
NY ARCA BIOTECH
VSTO
< 0.01%
COM
IEV
< 0.01%
EUROPE ETF
BTU
< 0.01%
COM
FTSM
< 0.01%
FIRST TR ENH NEW
CC
< 0.01%
COM
WDC
< 0.01%
COM
REGN
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
FLRN
< 0.01%
INV GRD FLT RT
TAP
< 0.01%
CL B
VMW
< 0.01%
CL A COM
FVE
< 0.01%
COM
TA
< 0.01%
COM
APU
< 0.01%
UNIT L P INT
ITG
< 0.01%
COM
MIE
< 0.01%
COM SHS
RMR
< 0.01%
CL A
CRC
< 0.01%
COM NEW
FTR
< 0.01%
COM NEW
GMO
< 0.01%
COM
HAWK
< 0.01%
CL A
GSAT
< 0.01%
COM
AEZS
< 0.01%
COM NO PAR
ASIX
< 0.01%
COM
TWO
0.03%
COM
IKNX
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
MINT
0.01%
ENHAN SHRT MAT
VFC
0.01%
COM
QQQ
< 0.01%
UNIT SER 1
WM
< 0.01%
COM
WYN
< 0.01%
COM
NML
< 0.01%
COM
AAXN
< 0.01%
COM
MAT
< 0.01%
COM
MYL
< 0.01%
SHS EURO
STX
< 0.01%
SHS
CTXS
< 0.01%
COM
AKAM
< 0.01%
COM
BIV
< 0.01%
INTERMED TERM
NUE
< 0.01%
COM
PCLN
< 0.01%
COM NEW
LINTA
< 0.01%
INT COM SER A
XLNX
< 0.01%
COM
FLR
< 0.01%
COM