Cliftonlarsonallen Wealth Advisors, LLC
CIK Number: 0000944361
5.16B
Market Value
153
# of Holdings
13 months
Avg. Holding Period
79.75%
Win Rate
5.47%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Invesco Exchang... | 69.50 | -1.12% | 7.28M | +3.71% | 489.77M | 55.21 | 11.29% | |
| 2 | Vanguard Tax-Ma... | 51.38 | +0.62% | 6.97M | +5.95% | 367.84M | 43.97 | 8.48% | |
| 3 | Spdr Ser Tr | 25.58 | -0.16% | 11.93M | +10.45% | 311.9M | 25.42 | 7.19% | |
| 4 | Vanguard Mun Bd... | 50.44 | -0.44% | 3.62M | +7.91% | 184.98M | 50.02 | 4.26% | |
| 5 | Ishares Tr | 76.28 | +1.20% | 2.28M | +0.35% | 177.81M | 61.13 | 4.10% |
Trade Smarter, Not Harder
Cut through market noise with actionable insights that actually help you make confident investment decisions. No more endless research or gut-based guessing.
- Unlimited access to all data and tools
- Unlimited access to all data and tools, giving you the edge over everyone else in the market.
- Realtime Options & Dark Pool Data
- Instant access to live options & dark pool data to spot opportunities and trade with precision before the market moves.
- Top Wallstreet Analyst Ratings
- Follow ratings from the best analysts on Wall Street to stay ahead.
- Up to 30 years financial history
- We deliver premium Wall Street data with top-tier accuracy and up to 30 years of history.