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
25
1
2
0
0
0
14
0
0
STRATEGIC FINANCIAL GROUP LLC

Time Period2019-03-31

Total Holdings188

Total Value ($x1000)324,997
Activities
New14

Increased67

Unchanged17

Decreased90

Sold Out8

Top 10 Stock Holdingstotal 31.92%
IJH4.16

LAG4.12

VIG3.87

VEU3.62

GWL3.17

 
ONEK2.86

ABBV2.68

UPS2.57

ABT2.52

AGGY2.35

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IJH
4.16%
CORE S&P MCP ETF
LAG
4.12%
BRCLYS AGG ETF
VIG
3.87%
DIV APP ETF
VEU
3.62%
ALLWRLD EX US
GWL
3.17%
S&P WRLD EX US
ONEK
2.86%
RUSSELL 1000 ETF
ABBV
2.68%
COM
UPS
2.57%
CL B
ABT
2.52%
COM
AGGY
2.35%
BRCLYS US AGGR
RSCO
2.33%
SM CAP COMPLETE
VWO
2.14%
FTSE EMR MKT ETF
IVV
2.06%
CORE S&P500 ETF
FLRN
1.85%
INV GRD FLT RT
VEA
1.79%
FTSE DEV MKT ETF
IDV
1.45%
INTL SEL DIV ETF
TWOK
1.38%
SPDR RUSSEL 2000
DTN
1.37%
DIV EX-FINL FD
VTI
1.36%
TOTAL STK MKT
JPST
1.32%
ULTRA SHRT INC
THRK
1.32%
RUSSELL 3000 ETF
VYM
1.25%
HIGH DIV YLD
DLS
1.11%
INTL SMCAP DIV
GMM
1.1%
EMERG MKTS ETF
PCY
1.1%
EMRNG MKT SVRG
SJNK
1.09%
SHT TRM HGH YLD
GOVT
1.04%
U.S. TRS BD ETF
LQD
0.97%
IBOXX INV CP ETF
BND
0.93%
TOTAL BND MRKT
UPS
0.89%
PUT
DEM
0.84%
EMERG MKTS ETF
XOVR
0.84%
SPDR BOFA CRSS
IWN
0.83%
RUS 2000 VAL ETF
FPE
0.8%
PFD SECS INC ETF
AAPL
0.79%
COM
GWX
0.76%
S&P INTL SMLCP
DOL
0.76%
INTL LRGCAP DV
ITR
0.73%
INTR TRM CORP BD
IWO
0.73%
RUS 2000 GRW ETF
MUB
0.71%
NAT AMT FREE BD
SLYV
0.7%
S&P 600 SMCP VAL
CIU
0.64%
INTERM CR BD ETF
PFM
0.61%
DIVID ACHIEVEV
CME
0.58%
COM
TMP
0.55%
COM
QQQ
0.55%
UNIT SER 1
AOR
0.54%
GRWT ALLOCAT ETF
XLV
0.5%
SBI HEALTHCARE
LEMB
0.49%
EM MKTS CURR ETF
SFNC
0.49%
CL A $1 PAR
USMV
0.48%
USA MIN VOL ETF
DEW
0.48%
GLB EQTY INC FD
KBE
0.47%
S&P BK ETF
FXH
0.46%
HLTH CARE ALPH
CEMB
0.43%
EM CRP BD ETF
IEFA
0.43%
CORE MSCI EAFE
EZM
0.42%
MDCP EARN FUND
NEA
0.4%
PRN
AOA
0.4%
AGGRES ALLOC ETF
FGM
0.39%
GERMANY ALPHA
SHM
0.38%
NUVN BR SHT MUNI
DVY
0.38%
SELECT DIVID ETF
PKW
0.37%
BUYBACK ACHIEV
CVX
0.36%
COM
DON
0.36%
MIDCAP DIVI FD
XAR
0.35%
AEROSPACE DEF
FLOT
0.34%
FLTG RATE BD ETF
DHS
0.34%
EQTY INC ETF
T
0.34%
COM
AOM
0.33%
MODERT ALLOC ETF
PZA
0.33%
NATL AMT MUNI
SRLN
0.33%
BLKSTN GSOSRLN
VSS
0.33%
FTSE SMCAP ETF
CWI
0.33%
MSCI ACWI EXUS
MCD
0.32%
COM
HDV
0.32%
HIGH DIVIDND ETF
ACWI
0.31%
PRN
WBA
0.31%
COM
SPHD
0.3%
S&P500 HDL VOL
SCHM
0.3%
US MID-CAP ETF
SCHD
0.29%
US DIVIDEND EQ
XLP
0.29%
SBI CONS STPLS
JNK
0.29%
BRC HGH YLD BD
MSFT
0.29%
COM
CSJ
0.27%
1-3 YR CR BD ETF
FXG
0.27%
CONSUMR STAPLE
NOBL
0.27%
S&P 500 ARISTO
ACWV
0.27%
CNTRY MIN VL ETF
DES
0.27%
SMALLCAP DIVID
IBM
0.26%
COM
ITM
0.26%
AMT FREE INT ETF
IEI
0.26%
3-7 YR TR BD ETF
FVD
0.26%
SHS
XOM
0.25%
COM
SO
0.24%
COM
ISTB
0.24%
CORE STRM USBD
SDIV
0.24%
GLB X SUPERDIV
VB
0.23%
SMALL CP ETF
JNJ
0.23%
COM
EWG
0.23%
MSCI GERMANY ETF
SCHX
0.23%
US LRG CAP ETF
PGX
0.22%
PFD ETF
VOE
0.22%
MCAP VL IDXVIP
SBI
0.22%
COM
SCPB
0.22%
BARC SHT TR CP
HYD
0.22%
HIGH YLD MUN ETF
HD
0.21%
COM
SPY
0.21%
PUT
IJS
0.2%
SP SMCP600VL ETF
SCHZ
0.19%
US AGGREGATE B
VO
0.19%
MID CAP ETF
DPG
0.19%
PRN
JPM
0.19%
COM
IJR
0.19%
CORE S&P SCP ETF
SCHE
0.18%
EMRG MKTEQ ETF
FSIC
0.18%
COM
DHR
0.18%
COM
IEMG
0.18%
CORE MSCI EMKT
PFF
0.18%
U.S. PFD STK ETF
GBX
0.17%
COM
DGRO
0.16%
CORE DIV GRWTH
AGG
0.16%
CORE TOTUSBD ETF
MMM
0.16%
COM
ITA
0.16%
U.S. AER&DEF ETF
SHYG
0.16%
0-5YR HI YL CP
FDL
0.15%
SHS
ADBE
0.15%
COM
THQ
0.15%
PRN
XLY
0.15%
SBI CONS DISCR
XLF
0.14%
SBI INT-FINL
LLY
0.14%
COM
BP
0.14%
SPONSORED ADR
IWM
0.13%
RUSSELL 2000 ETF
IYT
0.13%
TRANS AVG ETF
PEY
0.13%
HIG YLD EQ DIV
BRK.B
0.12%
CL B NEW
ITOT
0.12%
CORE S&P TTL STK
PEP
0.12%
COM
SPYD
0.12%
SP500 HIGH DIV
SPLV
0.12%
S&P500 LOW VOL
PM
0.11%
COM
UNP
0.11%
COM
VZ
0.11%
COM
SPY
0.11%
TR UNIT
V
0.1%
COM CL A
MRK
0.1%
COM
HYS
0.1%
0-5 HIGH YIELD
DIS
0.1%
COM DISNEY
BGR
0.1%
PRN
AOK
0.1%
CONSER ALLOC ETF
CSCO
0.1%
COM
NI
0.09%
COM
SDOG
0.09%
SECTR DIV DOGS
PG
0.09%
COM
IJT
0.09%
SP SMCP600GR ETF
XHB
0.09%
S&P HOMEBUILD
SCHB
0.09%
US BRD MKT ETF
SCHA
0.08%
US SML CAP ETF
BAC
0.08%
COM
XMLV
0.08%
S&P MIDCP LOW
EMB
0.08%
JP MOR EM MK ETF
EMLP
0.08%
NO AMER ENERGY
RSP
0.08%
S&P500 EQL WGT
PFE
0.08%
COM
UTX
0.08%
COM
MO
0.08%
COM
IWB
0.08%
RUS 1000 ETF
EEM
0.08%
MSCI EMG MKT ETF
CORP
0.07%
INV GRD CRP BD
FB
0.07%
CL A
XLI
0.07%
SBI INT-INDS
EXC
0.07%
COM
ARCC
0.07%
COM
SCHR
0.07%
INTRM TRM TRES
WMT
0.07%
COM
HEDJ
0.07%
EUROPE HEDGED EQ
MHI
0.07%
COM SHS
EPD
0.07%
PRN
IWR
0.07%
RUS MID-CAP ETF
VBR
0.07%
SM CP VAL ETF
SPYV
0.07%
S&P 500 VALUE
KO
0.06%
COM
SPGI
0.06%
COM
JMLP
0.06%
PRN
GE
0.05%
COM
GER
0.03%
PRN
AWP
0.02%
PRN
VVR
0.02%
COM
ACWI
0.29%
MSCI ACWI ETF
GSD
0.23%
GBL SMLCP DIVI
FRME
0.18%
COM
RWR
0.11%
DJ REIT ETF
CVS
0.08%
COM
SLYG
0.08%
S&P 600 SMCP GRW
BKLN
0.07%
SR LN ETF
INTC
0.07%
COM