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
27
1
2
0
0
0
13
0
0
STRATEGIC FINANCIAL GROUP LLC

Time Period2018-12-31

Total Holdings182

Total Value ($x1000)291,817
Activities
New14

Increased75

Unchanged18

Decreased75

Sold Out14

Top 10 Stock Holdingstotal 32.02%
IJH4.17

LAG3.96

VIG3.88

VEU3.75

ABBV3.43

 
GWL2.93

ABT2.6

ONEK2.53

UPS2.49

AGGY2.28

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
4.17%
CORE S&P MCP ETF
LAG
3.96%
BRCLYS AGG ETF
VIG
3.88%
DIV APP ETF
VEU
3.75%
ALLWRLD EX US
ABBV
3.43%
COM
GWL
2.93%
S&P WRLD EX US
ABT
2.6%
COM
ONEK
2.53%
RUSSELL 1000 ETF
UPS
2.49%
CL B
AGGY
2.28%
BRCLYS US AGGR
XOVR
2.26%
SPDR BOFA CRSS
FLRN
2.21%
INV GRD FLT RT
RSCO
2.11%
SM CAP COMPLETE
VWO
2.08%
FTSE EMR MKT ETF
IVV
2.06%
CORE S&P500 ETF
VEA
1.67%
FTSE DEV MKT ETF
IDV
1.5%
INTL SEL DIV ETF
VTI
1.35%
TOTAL STK MKT
THRK
1.26%
RUSSELL 3000 ETF
TWOK
1.26%
SPDR RUSSEL 2000
VYM
1.26%
HIGH DIV YLD
FPE
1.22%
PFD SECS INC ETF
DTN
1.19%
DIV EX-FINL FD
PCY
1.14%
EMRNG MKT SVRG
LQD
1.14%
IBOXX INV CP ETF
CEMB
0.98%
EM CRP BD ETF
HEDJ
0.96%
EUROPE HEDGED EQ
BND
0.94%
TOTAL BND MRKT
GMM
0.94%
EMERG MKTS ETF
IWO
0.91%
RUS 2000 GRW ETF
IWN
0.89%
RUS 2000 VAL ETF
UPS
0.87%
PUT
AAPL
0.81%
COM
CME
0.75%
COM
DLS
0.74%
INTL SMCAP DIV
MUB
0.71%
NAT AMT FREE BD
GWX
0.69%
S&P INTL SMLCP
SLYV
0.68%
S&P 600 SMCP VAL
GOVT
0.66%
U.S. TRS BD ETF
DEM
0.64%
EMERG MKTS ETF
TMP
0.63%
COM
PFM
0.62%
DIVID ACHIEVEV
CIU
0.58%
INTERM CR BD ETF
DEW
0.57%
GLB EQTY INC FD
SJNK
0.56%
SHT TRM HGH YLD
AOR
0.55%
GRWT ALLOCAT ETF
XLV
0.54%
SBI HEALTHCARE
KBE
0.54%
S&P BK ETF
QQQ
0.54%
UNIT SER 1
SFNC
0.53%
CL A $1 PAR
FGM
0.5%
GERMANY ALPHA
DOL
0.5%
INTL LRGCAP DV
USMV
0.49%
USA MIN VOL ETF
IEFA
0.44%
CORE MSCI EAFE
EZM
0.41%
MDCP EARN FUND
SHM
0.41%
NUVN BR SHT MUNI
DVY
0.4%
SELECT DIVID ETF
NEA
0.4%
PRN
AOA
0.39%
AGGRES ALLOC ETF
DON
0.39%
MIDCAP DIVI FD
FLOT
0.39%
FLTG RATE BD ETF
WBA
0.38%
COM
DHS
0.37%
EQTY INC ETF
PKW
0.36%
BUYBACK ACHIEV
T
0.36%
COM
SRLN
0.35%
BLKSTN GSOSRLN
CVX
0.35%
COM
AOM
0.35%
MODERT ALLOC ETF
CWI
0.34%
MSCI ACWI EXUS
VSS
0.34%
FTSE SMCAP ETF
MCD
0.34%
COM
JNK
0.33%
BRC HGH YLD BD
PZA
0.33%
NATL AMT MUNI
HDV
0.32%
HIGH DIVIDND ETF
IEI
0.32%
3-7 YR TR BD ETF
CSJ
0.32%
1-3 YR CR BD ETF
XLP
0.31%
SBI CONS STPLS
SCHM
0.31%
US MID-CAP ETF
SPHD
0.3%
S&P500 HDL VOL
SCHD
0.3%
US DIVIDEND EQ
EWG
0.29%
MSCI GERMANY ETF
ACWI
0.29%
MSCI ACWI ETF
XAR
0.29%
AEROSPACE DEF
ITM
0.29%
AMT FREE INT ETF
MSFT
0.29%
COM
SO
0.28%
COM
FXG
0.28%
CONSUMR STAPLE
DES
0.27%
SMALLCAP DIVID
SDIV
0.27%
GLB X SUPERDIV
NOBL
0.27%
S&P 500 ARISTO
FVD
0.27%
SHS
PGX
0.26%
PFD ETF
VB
0.26%
SMALL CP ETF
VOE
0.26%
MCAP VL IDXVIP
XOM
0.26%
COM
JNJ
0.25%
COM
IBM
0.25%
COM
HD
0.24%
COM
GSD
0.23%
GBL SMLCP DIVI
ISTB
0.21%
CORE STRM USBD
SPY
0.21%
PUT
SCHZ
0.2%
US AGGREGATE B
GBX
0.2%
COM
XLF
0.2%
SBI INT-FINL
JPM
0.2%
COM
HYD
0.2%
HIGH YLD MUN ETF
FXH
0.2%
HLTH CARE ALPH
IJS
0.2%
SP SMCP600VL ETF
IJR
0.19%
CORE S&P SCP ETF
VO
0.19%
MID CAP ETF
FDL
0.19%
SHS
PFF
0.19%
U.S. PFD STK ETF
SCHX
0.19%
US LRG CAP ETF
IEMG
0.19%
CORE MSCI EMKT
SCHE
0.18%
EMRG MKTEQ ETF
FRME
0.18%
COM
AGG
0.18%
CORE TOTUSBD ETF
DGRO
0.17%
CORE DIV GRWTH
FSIC
0.17%
COM
MMM
0.17%
COM
BP
0.17%
SPONSORED ADR
DPG
0.17%
PRN
THQ
0.16%
PRN
SBI
0.16%
COM
ACWV
0.16%
CNTRY MIN VL ETF
DHR
0.16%
COM
ITA
0.15%
U.S. AER&DEF ETF
XLY
0.15%
SBI CONS DISCR
LLY
0.15%
COM
BRK.B
0.14%
CL B NEW
ADBE
0.14%
COM
XHB
0.14%
S&P HOMEBUILD
PEY
0.14%
HIG YLD EQ DIV
IWM
0.14%
RUSSELL 2000 ETF
VZ
0.13%
COM
SPY
0.13%
TR UNIT
IYT
0.13%
TRANS AVG ETF
PEP
0.12%
COM
ITOT
0.12%
CORE S&P TTL STK
DIS
0.12%
COM DISNEY
SPLV
0.12%
S&P500 LOW VOL
IJT
0.11%
SP SMCP600GR ETF
MRK
0.11%
COM
RWR
0.11%
DJ REIT ETF
AOK
0.11%
CONSER ALLOC ETF
UNP
0.1%
COM
PM
0.1%
COM
HYS
0.1%
0-5 HIGH YIELD
BGR
0.1%
PRN
NI
0.09%
COM
SDOG
0.09%
SECTR DIV DOGS
V
0.09%
COM CL A
PFE
0.09%
COM
CSCO
0.09%
COM
PG
0.09%
COM
CORP
0.09%
INV GRD CRP BD
EMB
0.08%
JP MOR EM MK ETF
SCHB
0.08%
US BRD MKT ETF
SLYG
0.08%
S&P 600 SMCP GRW
CVS
0.08%
COM
BAC
0.08%
COM
SHYG
0.08%
0-5YR HI YL CP
RSP
0.08%
S&P500 EQL WGT
XMLV
0.08%
S&P MIDCP LOW
XLI
0.08%
SBI INT-INDS
EEM
0.08%
MSCI EMG MKT ETF
MO
0.08%
COM
IWB
0.08%
RUS 1000 ETF
EXC
0.07%
COM
UTX
0.07%
COM
WMT
0.07%
COM
BKLN
0.07%
SR LN ETF
INTC
0.07%
COM
KO
0.07%
COM
EMLP
0.07%
NO AMER ENERGY
ARCC
0.06%
COM
MHI
0.05%
COM SHS
JMLP
0.05%
PRN
GE
0.03%
COM
GER
0.03%
PRN
AWP
0.02%
PRN
VVR
0.02%
COM
ITM
0.34%
AMT FREE INT ETF
ACWI
0.22%
PRN
VBR
0.1%
SM CP VAL ETF
HYD
0.1%
HIGH YLD MUN ETF
HYG
0.09%
IBOXX HI YD ETF
KRE
0.09%
S&P REGL BKG
FB
0.09%
CL A
XLE
0.08%
SBI INT-ENERGY
FGD
0.08%
DJ GLBL DIVID
IYZ
0.08%
U.S. TELECOM ETF
EFA
0.07%
MSCI EAFE ETF
CXP
0.07%
COM NEW
IWR
0.07%
RUS MID-CAP ETF
EPD
0.07%
PRN