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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.
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OXFORD FINANCIAL GROUP LTD

Time Period2018-12-31

Total Holdings40

Total Value ($x1000)306,207
Activities
New8

Increased16

Unchanged11

Decreased5

Sold Out2

Top 10 Stock Holdingstotal 78.55%
MTUM17.32

FNDX13.97

VWO9.4

VT7.18

IWN7.03

 
IVV6.17

ANGL4.86

VTI4.82

TIP4.16

GNR3.64

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SEC 13F
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MTUM
17.32%
MSCI USAMOMFCT
FNDX
13.97%
SCHWAB FDT US LG
VWO
9.4%
FTSE EMR MKT ETF
VT
7.18%
TT WRLD ST ETF
IWN
7.03%
RUS 2000 VAL ETF
IVV
6.17%
CORE S&P500 ETF
ANGL
4.86%
FALLEN ANGEL HG
VTI
4.82%
TOTAL STK MKT
TIP
4.16%
TIPS BD ETF
GNR
3.64%
GLB NAT RESRCE
VTV
3.07%
VALUE ETF
AMJ
2.53%
ALERIAN ML ETN
AOR
2.38%
GRWT ALLOCAT ETF
VEU
2%
ALLWRLD EX US
IWD
1.74%
RUS 1000 VAL ETF
IWB
1.33%
RUS 1000 ETF
SPY
1.16%
TR UNIT
VOO
1.14%
SHS
VNQ
0.98%
REIT ETF
EFA
0.69%
MSCI EAFE ETF
VXF
0.59%
EXTEND MKT ETF
SCHX
0.46%
US LRG CAP ETF
EEM
0.35%
MSCI EMG MKT ETF
ITOT
0.34%
CORE S&P TTL STK
MUB
0.31%
NAT AMT FREE BD
ESGE
0.3%
MSCI EM ESG SE
MDY
0.26%
UTSER1 S&PDCRP
IWR
0.24%
RUS MID-CAP ETF
IWM
0.2%
RUSSELL 2000 ETF
SCHF
0.17%
INTL EQTY ETF
IJH
0.17%
CORE S&P MCP ETF
IJR
0.14%
CORE S&P SCP ETF
VEA
0.14%
FTSE DEV MKT ETF
IWP
0.12%
RUS MD CP GR ETF
DIA
0.12%
UT SER 1
SCHA
0.11%
US SML CAP ETF
RYT
0.11%
S&P500 EQL TEC
IGE
0.11%
NA NAT RES
MUNI
0.09%
INTER MUN BD ST
TOTL
0.08%
SPDR TR TACTIC
IVE
0.22%
S&P 500 VAL ETF
KLD
0.22%
USA ESG SLCT ETF