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
12
1
4
1
0
0
10
3
5
PRIVATE ADVISORY GROUP LLC

Time Period2019-06-30

Total Holdings114

Total Value ($x1000)218,007
Activities
New39

Increased38

Unchanged0

Decreased37

Sold Out49

Top 10 Stock Holdingstotal 30.51%
IVW3.71

MSFT3.68

AMZN3.64

AAPL3.62

FB3.48

 
IJR2.8

IEMG2.75

BA2.4

IEFA2.25

IWM2.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVW
3.71%
S&P 500 GRWT ETF
MSFT
3.68%
COM
AMZN
3.64%
COM
AAPL
3.62%
COM
FB
3.48%
CL A
IJR
2.8%
CORE S&P SCP ETF
IEMG
2.75%
CORE MSCI EMKT
BA
2.4%
COM
IEFA
2.25%
CORE MSCI EAFE
IWM
2.18%
RUSSELL 2000 ETF
IVV
2.17%
CORE S&P500 ETF
F
2.12%
COM PAR $0.01
DIS
2.07%
COM DISNEY
SHY
1.94%
1-3 YR TR BD ETF
IJT
1.92%
SP SMCP600GR ETF
COST
1.86%
COM
SCZ
1.81%
EAFE SML CP ETF
MAR
1.81%
CL A
HD
1.78%
COM
QAI
1.77%
HEDGE MLTI ETF
TGT
1.64%
COM
MU
1.63%
COM
VFH
1.6%
FINANCIALS ETF
CVX
1.6%
COM
MTUM
1.59%
MSCI USAMOMFCT
BABA
1.59%
SPONSORED ADS
FVC
1.54%
DORSEY WRIGHT
ALK
1.52%
COM
HON
1.45%
COM
XRT
1.36%
S&P RETAIL ETF
BP
1.3%
SPONSORED ADR
SCPB
1.16%
BARC SHT TR CP
UNH
1.15%
COM
BND
1.15%
TOTAL BND MRKT
FVD
1.14%
SHS
EMB
1.12%
JP MOR EM MK ETF
CAT
1.02%
COM
PDP
1.01%
DWA MOMENTUM
INDA
1.01%
MSCI INDIA ETF
VGSH
1.01%
SHTRM GVT BD ETF
LQD
0.99%
IBOXX INV CP ETF
GE
0.94%
COM
SJNK
0.94%
SHT TRM HGH YLD
FV
0.92%
DORSEY WRT 5 ETF
PFF
0.91%
U.S. PFD STK ETF
RWX
0.78%
DJ INTL RL ETF
KSS
0.76%
COM
VSS
0.69%
FTSE SMCAP ETF
VMBS
0.68%
MORTG-BACK SEC
BMY
0.62%
COM
KR
0.6%
COM
PLW
0.54%
1 30 LADER TRE
DIA
0.46%
UT SER 1
SPY
0.46%
TR UNIT
RWR
0.4%
DJ REIT ETF
IYH
0.38%
US HLTHCARE ETF
PSJ
0.35%
DYNMC SOFTWARE
SKYY
0.34%
ISE CLOUD COMP
DVOL
0.33%
DORSY WR MOMNT
WPC
0.33%
COM
FDN
0.33%
DJ INTERNT IDX
PUI
0.32%
DWA UTILS MUMT
BSJL
0.31%
BULSHS 2021 HY
BSJN
0.31%
BULSHS 2023 HY
BSJJ
0.31%
BULSHS 2019 HY
IHI
0.31%
U.S. MED DVC ETF
BSJM
0.31%
BULSHS 2022 HY
BSJK
0.3%
BULSHS 2020 HY
XLV
0.3%
SBI HEALTHCARE
QQQ
0.3%
UNIT SER 1
FTSM
0.29%
FIRST TR ENH NEW
ERUS
0.27%
MSCI RUS ETF NEW
IFV
0.27%
DORSEY WRIGHT
XLG
0.27%
S&P 500 TOP 50
IYY
0.24%
DOW JONES US ETF
WOOD
0.23%
GL TIMB FORE ETF
EWZ
0.23%
MSCI BRZ CAP ETF
KBWD
0.22%
KBW HIG DV YLD
CHD
0.21%
COM
QYLD
0.21%
NASDAQ 100 COVER
JKE
0.2%
MRNGSTR LG-CP GR
BLL
0.2%
COM
AWR
0.2%
COM
DWIN
0.19%
DWA TACTCL MLT
KEYS
0.19%
COM
VHT
0.19%
HEALTH CAR ETF
GRI
0.19%
C&S GLOBL ETF
NRZ
0.19%
COM NEW
CHGG
0.18%
COM
REM
0.18%
MTG REL ETF NEW
WWD
0.18%
COM
BHP
0.18%
SPONSORED ADR
CLY
0.18%
10+ YR CR BD ETF
RIO
0.18%
SPONSORED ADR
DVLU
0.17%
DORSY WRGH VLU
PCY
0.17%
EMRNG MKT SVRG
MSEX
0.17%
COM
FTDR
0.17%
COM
FTCS
0.17%
CAP STRENGTH ETF
HDB
0.17%
ADR REPS 3 SHS
CWB
0.17%
BRC CNV SECS ETF
UJAN
0.17%
S&P 500 ULTRA
CWST
0.17%
CL A
FCN
0.16%
COM
FIVE
0.16%
COM
PSK
0.16%
WELLS FG PFD ETF
VBK
0.15%
SML CP GRW ETF
WCN
0.15%
COM
V
0.14%
COM CL A
AME
0.14%
COM
JNJ
0.14%
COM
NKE
0.13%
CL B
VTV
0.11%
VALUE ETF
SBUX
0.1%
COM
VEA
3.38%
FTSE DEV MKT ETF
FXI
2.63%
CHINA LG-CAP ETF
VWO
1.33%
FTSE EMR MKT ETF
SRLN
1.17%
BLKSTN GSOSRLN
TWOK
0.77%
SPDR RUSSEL 2000
IWD
0.75%
RUS 1000 VAL ETF
GS
0.75%
COM
EWY
0.75%
MSCI STH KOR ETF
RWO
0.59%
DJ GLB RL ES ETF
FYC
0.48%
SML CP GRW ALP
IDV
0.44%
INTL SEL DIV ETF
XMLV
0.44%
S&P MIDCP LOW
HYG
0.42%
IBOXX HI YD ETF
VAW
0.39%
MATERIALS ETF
EMR
0.36%
COM
EWJ
0.35%
MSCI JPN ETF NEW
FXL
0.27%
TECH ALPHADEX
IAGG
0.26%
CORE INTL AGGR
FTA
0.26%
COM SHS
SHM
0.26%
NUVN BR SHT MUNI
DVYE
0.25%
EM MKTS DIV ETF
QUAL
0.25%
MSCI USA QLT FAC
MORT
0.25%
MTG REIT INCOME
ROL
0.24%
COM
IBMJ
0.23%
IBONDS DEC 21
HMSY
0.22%
COM
HELE
0.22%
COM
REV
0.21%
CL A NEW
ITUB
0.21%
SPON ADR REP PFD
FBR
0.21%
SP ADR REP COM
HYS
0.2%
0-5 HIGH YIELD
PBR
0.2%
SPONSORED ADR
SNBR
0.2%
COM
ZBRA
0.2%
CL A
ECOL
0.2%
COM
HMHC
0.2%
COM
DLB
0.2%
COM
SNE
0.2%
ADR NEW
ITGR
0.19%
COM
LOPE
0.19%
COM
RAMP
0.18%
COM
DWFI
0.18%
DORSEY WRGT FI
JNK
0.14%
BRC HGH YLD BD
IHF
0.13%
US HLTHCR PR ETF
VO
0.13%
MID CAP ETF
VGT
0.13%
INF TECH ETF
TIER
0.12%
COM NEW
AGG
0.12%
CORE TOTUSBD ETF
EBR
0.09%
SPONSORED ADR