$755 Million is the total value of Transamerica Financial Advisors, Inc.'s 437 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTGC | Exit | FIRST TR EXCHAN TRADED FD VIfst tr glb fd | $0 | – | -929 | -100.0% | -0.00% | – |
| LVHB | Exit | ELKHORN ETF TRlunt lw vl/hig | $0 | – | -551 | -100.0% | -0.00% | – |
| KWEB | Exit | KRANESHARES TRcsi chi internet | $0 | – | -246 | -100.0% | -0.00% | – |
| DBP | Exit | POWERSHS DB MULTI SECT COMMdb prec mtls | $0 | – | -1,299 | -100.0% | -0.01% | – |
| USCI | Exit | UNITED STS COMMODITY INDEX F | $0 | – | -1,246 | -100.0% | -0.01% | – |
| GE | Exit | GENERAL ELECTRIC CO | $0 | – | -1,853 | -100.0% | -0.01% | – |
| DYLS | Exit | WISDOMTREE TRdynamic lng eq | $0 | – | -2,278 | -100.0% | -0.01% | – |
| AAXJ | Exit | ISHARES TRmsci ac asia etf | $0 | – | -2,944 | -100.0% | -0.03% | – |
| EMHY | Exit | ISHARES INCem hghyl bd etf | $0 | – | -4,811 | -100.0% | -0.03% | – |
| BSJI | Exit | CLAYMORE EXCHANGE TRD FD TRgug blt2018 hy | $0 | – | -11,638 | -100.0% | -0.04% | – |
| VSS | Exit | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $0 | – | -3,384 | -100.0% | -0.05% | – |
| LEMB | Exit | ISHARES INCjp morgan em etf | $0 | – | -11,195 | -100.0% | -0.07% | – |
| TLH | Exit | ISHARES TR10-20 yr trs etf | $0 | – | -12,348 | -100.0% | -0.21% | – |
| IEV | Exit | ISHARES TReurope etf | $0 | – | -42,587 | -100.0% | -0.25% | – |
| IBB | Exit | ISHARES TRnasdaq biotech | $0 | – | -7,291 | -100.0% | -0.30% | – |
| IGF | Exit | ISHARES TRglb infrastr etf | $0 | – | -97,324 | -100.0% | -0.54% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD BD INDEX FDS | 42 | Q3 2023 | 12.8% |
| ISHARES TR | 42 | Q3 2023 | 8.7% |
| VANGUARD TAX-MANAGED INTL FD | 42 | Q3 2023 | 7.5% |
| ISHARES TR | 42 | Q3 2023 | 5.7% |
| ISHARES TR | 42 | Q3 2023 | 3.7% |
| VANGUARD INDEX FDS | 42 | Q3 2023 | 4.1% |
| VANGUARD SCOTTSDALE FDS | 42 | Q3 2023 | 3.4% |
| SPDR INDEX SHS FDS | 42 | Q3 2023 | 2.0% |
| ISHARES TR | 42 | Q3 2023 | 2.7% |
| SPDR SER TR | 42 | Q3 2023 | 1.3% |
View Transamerica Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-14 |
View Transamerica Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.