Valmark Advisers, Inc.
CIK Number: 0001380443
6.46B
Market Value
536
# of Holdings
15 months
Avg. Holding Period
79.82%
Win Rate
1.56%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Tax-Ma... | 51.38 | +0.62% | 10.98M | +2.02% | 580.08M | 41.89 | 9.06% | |
| 2 | Spdr Ser Tr | 52.28 | -1.06% | 7.49M | +1.91% | 396.02M | 30.9 | 6.19% | |
| 3 | Spdr Ser Tr | 85.23 | -2.69% | 4.64M | +2.37% | 384.73M | 40.58 | 6.01% | |
| 4 | Spdr Ser Tr | 53.05 | -2.35% | 5.86M | +2.71% | 320.37M | 30.51 | 5.01% | |
| 5 | Vanguard Index ... | 536.14 | -1.86% | 553.48K | +2.17% | 292.05M | 279.14 | 4.56% |
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