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
1
1
0
0
0
0
0
0
0
STERLING INVESTMENT ADVISORS LLC ADV

Time Period2019-03-31

Total Holdings28

Total Value ($x1000)122,408
Activities
New1

Increased13

Unchanged3

Decreased11

Sold Out1

Top 10 Stock Holdingstotal 72.14%
IEFA16.75

IVV12.4

QLTA9.34

IEMG8.51

IJH5.1

 
ISTB5.01

IVE3.96

STIP3.9

TIP3.74

LEMB3.43

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IEFA
16.75%
CORE MSCI EAFE
IVV
12.4%
CORE S&P500 ETF
QLTA
9.34%
A RATE CP BD ETF
IEMG
8.51%
CORE MSCI EMKT
IJH
5.1%
CORE S&P MCP ETF
ISTB
5.01%
CORE STRM USBD
IVE
3.96%
S&P 500 VAL ETF
STIP
3.9%
0-5 YR TIPS ETF
TIP
3.74%
TIPS BD ETF
LEMB
3.43%
EM MKTS CURR ETF
GNR
3.31%
GLB NAT RESRCE
HYG
3.21%
IBOXX HI YD ETF
EFA
3.16%
MSCI EAFE ETF
IFGL
2.9%
INTL DEV RE ETF
AGG
2.68%
CORE TOTUSBD ETF
IJR
2.47%
CORE S&P SCP ETF
IYR
2.12%
U.S. REAL ES ETF
FREL
2.1%
MSCI RL EST ETF
ELD
2.07%
EM LCL DEBT FD
IWM
1.36%
RUSSELL 2000 ETF
IVW
0.99%
S&P 500 GRWT ETF
SLQD
0.33%
0-5YR INVT GR CP
WMT
0.25%
COM
WEC
0.21%
COM
RWX
0.2%
DJ INTL RL ETF
HDV
0.18%
HIGH DIVIDND ETF
EEM
0.18%
MSCI EMG MKT ETF
IAU
0.16%
ISHARES
LQD
9.79%
IBOXX INV CP ETF