Ashford Advisors, LLC
CIK Number: 0001861158
432.56M
Market Value
15
# of Holdings
15 months
Avg. Holding Period
53.33%
Win Rate
28.23%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares Core S&... | 547.01 | +9.67% | 428.45K | -1.38% | 252.22M | 388.79 | 58.31% |
| 2 | VTI | Vanguard Total ... | 267.20 | +9.62% | 171K | 0.00% | 49.56M | 209.78 | 11.46% |
| 3 | FNDX | Schwab Fundamen... | 22.50 | +7.97% | 2.01M | +199.50% | 47.5M | 18.25 | 10.98% |
| 4 | SCHX | Schwab U.S. Lar... | 21.48 | +9.62% | 1.71M | +199.07% | 39.62M | 15.21 | 9.16% |
| 5 | SCHB | Schwab U.S. Bro... | 20.93 | +9.58% | 758.75K | +195.55% | 17.22M | 15.16 | 3.98% |
Stop Guessing, Start Knowing.
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.