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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
30
24
4
11
2
66
24
12
JNBA FINANCIAL ADVISORS

Time Period2017-12-31

Total Holdings489

Total Value ($x1000)475,364
Activities
New17

Increased37

Unchanged349

Decreased86

Sold Out15

Top 10 Stock Holdingstotal 62.65%
IJH9.83

MOAT8.83

IVV8.34

VIG7.43

VEA6.41

 
AFL6.15

VV4.67

VWO4.64

IAU3.22

IJR3.13

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
9.83%
CORE S&P MCP ETF
MOAT
8.83%
MORNINGSTAR WIDE
IVV
8.34%
CORE S&P500 ETF
VIG
7.43%
DIV APP ETF
VEA
6.41%
FTSE DEV MKT ETF
AFL
6.15%
COM
VV
4.67%
LARGE CAP ETF
VWO
4.64%
FTSE EMR MKT ETF
IAU
3.22%
ISHARES
IJR
3.13%
CORE S&P SCP ETF
VO
2.82%
MID CAP ETF
VEU
1.62%
ALLWRLD EX US
PRF
1.48%
FTSE RAFI 1000
IJK
1.38%
S&P MC 400GR ETF
VOE
1.3%
MCAP VL IDXVIP
GIM
1.27%
COM
VB
1.13%
SMALL CP ETF
PWV
1.02%
DYNM LRG CP VL
INTC
0.96%
COM
IJJ
0.94%
S&P MC 400VL ETF
MDT
0.77%
SHS
IDV
0.74%
INTL SEL DIV ETF
SHY
0.65%
1-3 YR TR BD ETF
VTI
0.62%
TOTAL STK MKT
MSFT
0.62%
COM
ITM
0.59%
AMT FREE INT ETF
THRK
0.58%
RUSSELL 3000 ETF
DIS
0.56%
COM DISNEY
SCHW
0.55%
COM
GGG
0.54%
COM
ONEK
0.44%
RUSSELL 1000 ETF
CF
0.42%
COM
BBY
0.39%
COM
BRK.B
0.38%
CL B NEW
XOM
0.37%
COM
JNJ
0.35%
COM
ESRX
0.31%
COM
IJT
0.31%
SP SMCP600GR ETF
VUG
0.3%
GROWTH ETF
DSL
0.3%
COM
VOT
0.3%
MCAP GR IDXVIP
AAPL
0.29%
COM
UPS
0.29%
CL B
AMAT
0.26%
COM
MCD
0.25%
COM
DEM
0.24%
EMERG MKTS ETF
IJS
0.24%
SP SMCP600VL ETF
JPM
0.23%
COM
FB
0.23%
CL A
ABT
0.22%
COM
QCOM
0.22%
COM
NVS
0.21%
SPONSORED ADR
ABBV
0.21%
COM
IVW
0.2%
S&P 500 GRWT ETF
DON
0.2%
MIDCAP DIVI FD
CSCO
0.2%
COM
FTCS
0.19%
CAP STRENGTH ETF
GOOG
0.19%
CAP STK CL C
RSCO
0.19%
SM CAP COMPLETE
WFC
0.19%
COM
BRK.A
0.19%
CL A
VTV
0.18%
VALUE ETF
KO
0.18%
COM
AMZN
0.18%
COM
AOA
0.18%
AGGRES ALLOC ETF
VGT
0.18%
INF TECH ETF
MMM
0.18%
COM
GCC
0.17%
SHS BEN INT
SPY
0.15%
TR UNIT
AET
0.14%
COM
CVX
0.14%
COM
PG
0.14%
COM
RJI
0.13%
ROG TTL ETN 22
DTN
0.13%
DIV EX-FINL FD
GOOGL
0.13%
CAP STK CL A
V
0.12%
COM CL A
KLD
0.12%
USA ESG SLCT ETF
GILD
0.12%
COM
PEP
0.12%
COM
EFA
0.11%
MSCI EAFE ETF
TRV
0.11%
COM
DE
0.1%
COM
DES
0.1%
SMALLCAP DIVID
BAC
0.1%
COM
BIIB
0.1%
COM
BLK
0.1%
COM
CVS
0.1%
COM
SCHD
0.1%
US DIVIDEND EQ
HD
0.09%
COM
ORCL
0.09%
COM
UNH
0.09%
COM
GIS
0.09%
COM
LB
0.08%
COM
GDX
0.08%
GOLD MINERS ETF
BK
0.08%
COM
IBM
0.08%
COM
USB
0.07%
COM NEW
HON
0.07%
COM
MDYG
0.07%
S&P 400 MDCP GRW
PII
0.07%
COM
TGT
0.07%
COM
ENB
0.07%
COM
XLI
0.06%
SBI INT-INDS
CSX
0.06%
COM
RDS/A
0.06%
SPONS ADR A
XLY
0.06%
SBI CONS DISCR
EMR
0.06%
COM
MDP
0.06%
COM
GE
0.06%
COM
IWF
0.06%
RUS 1000 GRW ETF
TXN
0.06%
COM
TWOK
0.05%
SPDR RUSSEL 2000
NKE
0.05%
CL B
GWL
0.05%
S&P WRLD EX US
DJP
0.05%
DJUBS CMDT ETN36
ACN
0.05%
SHS CLASS A
PFE
0.05%
COM
PSL
0.05%
CON STAPLE SEC
GEX
0.05%
GLOBAL ALTER ETF
MUB
0.05%
NAT AMT FREE BD
SNY
0.05%
SPONSORED ADR
GMM
0.05%
EMERG MKTS ETF
VZ
0.05%
COM
WLTW
0.04%
SHS
AMGN
0.04%
COM
HSY
0.04%
COM
SRCL
0.04%
COM
TCB
0.04%
COM
MDY
0.04%
UTSER1 S&PDCRP
CRM
0.04%
COM
VBK
0.04%
SML CP GRW ETF
T
0.04%
COM
BSX
0.04%
COM
GLD
0.04%
GOLD SHS
IWR
0.04%
RUS MID-CAP ETF
BNDX
0.04%
INTL BD IDX ETF
IWM
0.04%
RUSSELL 2000 ETF
MRK
0.03%
COM
VCSH
0.03%
SHRT TRM CORP BD
EEP
0.03%
COM
SBUX
0.03%
COM
PDP
0.03%
DWA TECH LDRS
SLV
0.03%
ISHARES
CNSL
0.03%
COM
BMY
0.03%
COM
HSIC
0.03%
COM
MON
0.03%
COM
DVY
0.03%
SELECT DIVID ETF
EXC
0.03%
COM
BX
0.03%
COM UNIT LTD
IWV
0.03%
RUSSELL 3000 ETF
TWO
0.03%
COM
DSI
0.03%
MSCI KLD400 SOC
UTX
0.03%
COM
CMP
0.03%
COM
PRN
0.03%
INDL SECT PORT
XEL
0.03%
COM
VBR
0.02%
SM CP VAL ETF
ECL
0.02%
COM
EIX
0.02%
COM
PNC
0.02%
COM
WMT
0.02%
COM
CAH
0.02%
COM
AOR
0.02%
GRWT ALLOCAT ETF
XLV
0.02%
SBI HEALTHCARE
VT
0.02%
TT WRLD ST ETF
FSP
0.02%
COM
APA
0.02%
COM
CELC
0.02%
COM
WBA
0.02%
COM
COP
0.02%
COM
EEM
0.02%
MSCI EMG MKT ETF
BA
0.02%
COM
IRM
0.02%
COM
FAST
0.02%
COM
PSX
0.02%
COM
FTAI
0.02%
COM REP LTD LIAB
BABA
0.02%
SPONSORED ADS
WEC
0.02%
COM
SYY
0.02%
COM
DLN
0.02%
LARGECAP DIVID
UNP
0.02%
COM
PYPL
0.02%
COM
IWD
0.02%
RUS 1000 VAL ETF
SLB
0.02%
COM
IKNX
0.02%
COM
ITW
0.02%
COM
CLNS
0.02%
COM
STT
0.02%
COM
AGG
0.02%
CORE TOTUSBD ETF
O
0.02%
COM
FISV
0.02%
COM
VXF
0.02%
EXTEND MKT ETF
BF/B
0.02%
CL B
SO
0.01%
COM
DBL
0.01%
COM
IVE
0.01%
S&P 500 VAL ETF
SSO
0.01%
PSHS ULT S&P 500
ADRE
0.01%
EMER MK 50 ADR
KMB
0.01%
COM
AGN
0.01%
SHS
L
0.01%
COM
HPQ
0.01%
COM
MINT
0.01%
ENHAN SHRT MAT
DFS
0.01%
COM
BHK
0.01%
SHS BEN INT
SAFT
0.01%
COM
NVO
0.01%
ADR
LLY
0.01%
COM
XLE
0.01%
SBI INT-ENERGY
GS
0.01%
COM
NEE
0.01%
COM
CELG
0.01%
COM
SEP
0.01%
COM
BDX
0.01%
COM
PX
0.01%
COM
AAL
0.01%
COM
VLO
0.01%
COM
SCZ
0.01%
EAFE SML CP ETF
RFV
0.01%
GUG S&P MC400 PV
RF
0.01%
COM
CAT
0.01%
COM
VTR
0.01%
COM
PWO
0.01%
DYNAMIC OTC PT
ABC
0.01%
COM
AABA
0.01%
COM
MCO
0.01%
COM
PEG
0.01%
COM
IWP
0.01%
RUS MD CP GR ETF
DAL
0.01%
COM NEW
USMV
0.01%
USA MIN VOL ETF
OXY
0.01%
COM
DWDP
0.01%
COM
EXPD
0.01%
COM
EMCI
0.01%
COM
CERN
0.01%
COM
AOM
0.01%
MODERT ALLOC ETF
VNQ
0.01%
REIT ETF
SWK
0.01%
COM
ABX
0.01%
COM
HPE
0.01%
COM
JACK
0.01%
COM
AMT
0.01%
COM
NLY
0.01%
COM
A
0.01%
COM
PHYS
0.01%
UNIT
CMCSA
0.01%
CL A
YUM
0.01%
COM
CDNS
0.01%
COM
MU
0.01%
COM
F
0.01%
COM PAR $0.01
ZMH
0.01%
COM
TOT
0.01%
SPONSORED ADR
GPMT
0.01%
COM
SHW
0.01%
COM
LAG
0.01%
BRCLYS AGG ETF
CSM
0.01%
PSHS LC COR PLUS
EMN
0.01%
COM
C
0.01%
COM NEW
FSLR
0.01%
COM
NVDA
0.01%
COM
EW
0.01%
COM
VTHR
0.01%
VNG RUS3000IDX
VXUS
0.01%
VG TL INTL STK F
JCI
0.01%
SHS
PRFZ
0.01%
FTSE US1500 SM
AWK
0.01%
COM
IWO
0.01%
RUS 2000 GRW ETF
KGC
0.01%
COM NO PAR
NOC
0.01%
COM
SYK
0.01%
COM
HCN
0.01%
COM
MA
0.01%
CL A
VDC
0.01%
CONSUM STP ETF
CXP
0.01%
COM NEW
ARKW
0.01%
WEB X.O ETF
UN
0.01%
N Y SHS NEW
ADP
0.01%
COM
SYMC
0.01%
COM
EWJ
0.01%
MSCI JPN ETF NEW
CEF
0.01%
CL A
AXP
0.01%
COM
NFG
0.01%
COM
SEE
0.01%
COM
XBI
0.01%
S&P BIOTECH
VFC
0.01%
COM
EBAY
0.01%
COM
FNV
0.01%
COM
WPZ
0.01%
COM UNIT LTD PAR
BP
0.01%
SPONSORED ADR
APLE
0.01%
COM NEW
RQI
0.01%
COM
SPSC
0.01%
COM
BOTZ
0.01%
RBTCS ARTFL IN
IYE
0.01%
U.S. ENERGY ETF
PNR
0.01%
SHS
MDLZ
0.01%
CL A
GM
< 0.01%
COM
TWX
< 0.01%
COM NEW
DXC
< 0.01%
COM
APD
< 0.01%
COM
AEP
< 0.01%
COM
PSK
< 0.01%
WELLS FG PFD ETF
GEL
< 0.01%
UNIT LTD PARTN
PLM
< 0.01%
COM
VOD
< 0.01%
SPNSR ADR NO PAR
NRZ
< 0.01%
COM NEW
WDFC
< 0.01%
COM
DUK
< 0.01%
COM NEW
MKC
< 0.01%
COM NON VTG
HBHC
< 0.01%
COM
K
< 0.01%
COM
BMS
< 0.01%
COM
HRS
< 0.01%
COM
CAG
< 0.01%
COM
WY
< 0.01%
COM
TIS
< 0.01%
COM
FL
< 0.01%
COM
RJN
< 0.01%
RG ENRGY ETN22
PFG
< 0.01%
COM
WU
< 0.01%
COM
CMI
< 0.01%
COM
DVMT
< 0.01%
COM CL V
SPG
< 0.01%
COM
CHRW
< 0.01%
COM NEW
CIU
< 0.01%
INTERM CR BD ETF
NEWT
< 0.01%
COM NEW
ADM
< 0.01%
COM
TMO
< 0.01%
COM
VTIP
< 0.01%
STRM INFPROIDX
PID
< 0.01%
INTL DIV ACHV
MO
< 0.01%
COM
QQQ
< 0.01%
UNIT SER 1
CRY
< 0.01%
COM
HRB
< 0.01%
COM
GRA
< 0.01%
COM
FMS
< 0.01%
SPONSORED ADR
WPM
< 0.01%
COM
TSLA
< 0.01%
COM
NPK
< 0.01%
COM
EWC
< 0.01%
MSCI CDA ETF
ANDV
< 0.01%
COM
BAX
< 0.01%
COM
YUMC
< 0.01%
COM
INGR
< 0.01%
COM
JMF
< 0.01%
COM
ES
< 0.01%
COM
CMS
< 0.01%
COM
WM
< 0.01%
COM
BOND
< 0.01%
TOTL RETN ETF
MOS
< 0.01%
COM
KEYS
< 0.01%
COM
KHC
< 0.01%
COM
STON
< 0.01%
COM UNITS
BMRN
< 0.01%
COM
NNN
< 0.01%
COM
WYN
< 0.01%
COM
OKE
< 0.01%
COM
IR
< 0.01%
SHS
RGLD
< 0.01%
COM
FOX
< 0.01%
CL B
KMI
< 0.01%
COM
SHPG
< 0.01%
SPONSORED ADR
AOK
< 0.01%
CONSER ALLOC ETF
SPE
< 0.01%
COM
NML
< 0.01%
COM
PWC
< 0.01%
DYNAMIC MKT PT
NRE
< 0.01%
COM
GPN
< 0.01%
COM
AZN
< 0.01%
SPONSORED ADR
WHR
< 0.01%
COM
CL
< 0.01%
COM
SJM
< 0.01%
COM NEW
CHKP
< 0.01%
ORD
RTN
< 0.01%
COM NEW
TEL
< 0.01%
REG SHS
DG
< 0.01%
COM
HCP
< 0.01%
COM
PCG
< 0.01%
COM
ICLR
< 0.01%
SHS
MET
< 0.01%
COM
VCIT
< 0.01%
INT-TERM CORP
CNC
< 0.01%
COM
STZ
< 0.01%
CL A
BND
< 0.01%
TOTAL BND MRKT
BUD
< 0.01%
SPONSORED ADR
ADNT
< 0.01%
ORD SHS
TRP
< 0.01%
COM
CB
< 0.01%
COM
AAXN
< 0.01%
COM
LMT
< 0.01%
COM
PRU
< 0.01%
COM
DTD
< 0.01%
TOTAL DIVID FD
GCP
< 0.01%
COM
MCHP
< 0.01%
COM
SCG
< 0.01%
COM
TTC
< 0.01%
COM
NSU
< 0.01%
COM
CCL
< 0.01%
PAIRED CTF
SSYS
< 0.01%
SHS
WMB
< 0.01%
COM
MAT
< 0.01%
COM
PGR
< 0.01%
COM
ARRY
< 0.01%
COM
CDK
< 0.01%
COM
FBT
< 0.01%
NY ARCA BIOTECH
COST
< 0.01%
COM
VDE
< 0.01%
ENERGY ETF
PCAR
< 0.01%
COM
DVN
< 0.01%
COM
FGD
< 0.01%
DJ GLBL DIVID
RALS
< 0.01%
RAFI LG SHT FD
PSA
< 0.01%
COM
TMQ
< 0.01%
COM
ROST
< 0.01%
COM
SBRA
< 0.01%
COM
MYL
< 0.01%
SHS EURO
OMC
< 0.01%
COM
GSK
< 0.01%
SPONSORED ADR
FHN
< 0.01%
COM
AIG
< 0.01%
COM NEW
CTL
< 0.01%
COM
TSM
< 0.01%
SPONSORED ADR
WR
< 0.01%
COM
FXH
< 0.01%
HLTH CARE ALPH
PBA
< 0.01%
COM
RIG
< 0.01%
REG SHS
OA
< 0.01%
COM
MCY
< 0.01%
COM
WRE
< 0.01%
SH BEN INT
BKLN
< 0.01%
SENIOR LN PORT
PPL
< 0.01%
COM
ICL
< 0.01%
SHS
XRX
< 0.01%
COM NEW
UQM
< 0.01%
COM
IWN
< 0.01%
RUS 2000 VAL ETF
TEVA
< 0.01%
ADR
KMX
< 0.01%
COM
ESV
< 0.01%
SHS CLASS A
ZIOP
< 0.01%
COM
ISR
< 0.01%
COM
EWU
< 0.01%
MSCI UK ETF NEW
STX
< 0.01%
SHS
LLL
< 0.01%
COM
ZTS
< 0.01%
CL A
AKAM
< 0.01%
COM
NUE
< 0.01%
COM
ADBE
< 0.01%
COM
IONS
< 0.01%
COM
SMFG
< 0.01%
SPONSORED ADR
EPC
< 0.01%
COM
ADSK
< 0.01%
COM
VRTX
< 0.01%
COM
RHT
< 0.01%
COM
APC
< 0.01%
COM
PCLN
< 0.01%
COM NEW
BIV
< 0.01%
INTERMED TERM
CTXS
< 0.01%
COM
ENR
< 0.01%
COM
VSM
< 0.01%
COM
FEZ
< 0.01%
EURO STOXX 50
CC
< 0.01%
COM
WDC
< 0.01%
COM
LINTA
< 0.01%
INT COM SER A
ARKG
< 0.01%
GEN REV MLTSCT
CRC
< 0.01%
COM NEW
ARKQ
< 0.01%
INDL INNOVATIN
IEV
< 0.01%
EUROPE ETF
BHF
< 0.01%
COM
TAP
< 0.01%
CL B
VSTO
< 0.01%
COM
VMW
< 0.01%
CL A COM
ATVI
< 0.01%
COM
XLNX
< 0.01%
COM
FLR
< 0.01%
COM
BTU
< 0.01%
COM
REGN
< 0.01%
COM
ITG
< 0.01%
COM
FVE
< 0.01%
COM
TA
< 0.01%
COM
HAWK
< 0.01%
CL A
AEZS
< 0.01%
COM NO PAR
ASIX
< 0.01%
COM
RMR
< 0.01%
CL A
APU
< 0.01%
UNIT L P INT
FTR
< 0.01%
COM NEW
MIE
< 0.01%
COM SHS
GMO
< 0.01%
COM
GSAT
< 0.01%
COM
JLL
0.04%
COM
PEY
0.01%
HI YLD EQ DVDN
TIP
< 0.01%
TIPS BD ETF
FIG
< 0.01%
CL A
DSX
< 0.01%
COM
LVLT
< 0.01%
COM NEW
TRN
< 0.01%
COM
CAR
< 0.01%
COM
FIT
< 0.01%
CL A
COTY
< 0.01%
COM CL A
OTTR
< 0.01%
COM
PRTA
< 0.01%
SHS
TOLZ
< 0.01%
DJ BRKFLD GLB
FTR
< 0.01%
COM
ALQA
< 0.01%
COM NEW