$706 Million is the total value of Transamerica Financial Advisors, Inc.'s 668 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FXD | Sell | FIRST TR EXCHANGE TRADED FDconsumr discre | $16,000 | -63.6% | 347 | -56.2% | 0.00% | -99.9% |
| TFI | Sell | SPDR SER TRnuveen blmbrg mu | $12,000 | -36.8% | 257 | -34.1% | 0.00% | -99.7% |
| PFI | Sell | INVESCO EXCHANGE TRADED FD Tdwa finl mumt | $13,000 | -78.3% | 318 | -73.6% | 0.00% | -99.9% |
| PRN | Sell | INVESCO EXCHANGE TRADED FD Tdwa indls mumt | $16,000 | -72.9% | 195 | -66.9% | 0.00% | -99.9% |
| JNK | Sell | SPDR SER TRbloomberg high y | $7,000 | -65.0% | 73 | -61.4% | 0.00% | -99.9% |
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 2022-08-15
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.