$3.55T
$11.6 Billion
9.47% of portfolio
55,096
Q2 2024
Reduced 1.48%
$1.75T
$9.5 Billion
7.75% of portfolio
49,148
Q2 2024
Reduced 4.13%
$0
$5.98 Billion
4.88% of portfolio
22,368
Q2 2024
Added 0.95%
$0
$5.6 Billion
4.57% of portfolio
105,730
Q2 2024
Added 18.5%
$0
$4.55 Billion
3.72% of portfolio
138,030
Q2 2024
Added 10.53%
$605B
$4.16 Billion
3.39% of portfolio
10,226
Q2 2024
Reduced 0.54%
$0
$3.71 Billion
3.03% of portfolio
20,317
Q2 2024
Added 2.5%
$0
$2.99 Billion
2.44% of portfolio
79,667
Q2 2024
Reduced 0.81%
$0
$2.96 Billion
2.41% of portfolio
23,202
Q2 2024
Added 0.49%
$0
$2.94 Billion
2.39% of portfolio
5,869
Q2 2024
Added 5.16%
$2.99T
$2.7 Billion
2.2% of portfolio
6,034
Q2 2024
Added 16.26%
$0
$2.69 Billion
2.2% of portfolio
23,899
Q2 2024
Added 1.4%
$0
$2.61 Billion
2.13% of portfolio
28,146
Q2 2024
Added 4.92%
$0
$2.52 Billion
2.05% of portfolio
5,249
Q2 2024
Added 5.49%
$0
$2.34 Billion
1.91% of portfolio
9,647
Q2 2024
Added 4.71%
$55.5B
$2.32 Billion
1.89% of portfolio
1,446
Q2 2024
Added 0.63%
$79.6B
$2.26 Billion
1.84% of portfolio
10,499
Q2 2024
Added 1.23%
$0
$2.22 Billion
1.81% of portfolio
27,776
Q2 2024
Reduced 0.24%
$0
$2.13 Billion
1.74% of portfolio
19,873
Q2 2024
Reduced 1.18%
$0
$2.07 Billion
1.69% of portfolio
10,196
Q2 2024
Added 4.72%
$0
$2.01 Billion
1.64% of portfolio
23,950
Q2 2024
Reduced 0.51%
$0
$1.89 Billion
1.54% of portfolio
4,842
Q2 2024
Reduced 6.9%
$256B
$1.47 Billion
1.2% of portfolio
11,923
Q2 2024
Added 1,562.9%
$0
$1.32 Billion
1.08% of portfolio
5,297
Q2 2024
Added 1.92%
$388B
$1.29 Billion
1.05% of portfolio
1,517
Q2 2024
Reduced 6.42%
$0
$1.17 Billion
0.95% of portfolio
23,100
Q2 2024
Reduced 14.14%
$0
$1.16 Billion
0.94% of portfolio
17,834
Q2 2024
Added 10.5%
Capital Group Dividend Growe
-
$1.14 Billion
0.93% of portfolio
-
Q2 2024
Added 11.09%
Flaherty & Crumrine Dynamic
-
$1.14 Billion
0.93% of portfolio
-
Q1 2024
Reduced 0.18%
$0
$1.06 Billion
0.86% of portfolio
32,876
Q2 2024
Added 43.63%
$623B
$1.05 Billion
0.85% of portfolio
5,173
Q2 2024
Reduced 1.86%
$271B
$987 Million
0.81% of portfolio
6,310
Q2 2024
Added 7.81%
$939B
$906 Million
0.74% of portfolio
4,973
Q2 2024
Added 13.98%
$0
$891 Million
0.73% of portfolio
14,017
Q2 2024
Added 5.76%
$470B
$892 Million
0.73% of portfolio
7,745
Q2 2024
Added 5.72%
$0
$896 Million
0.73% of portfolio
7,049
Q2 2024
Added 2.61%
$74.8B
$872 Million
0.71% of portfolio
3,678
Q1 2024
Reduced 7.19%
$4.9B
$845 Million
0.69% of portfolio
6,451
Q4 2023
New
$416B
$834 Million
0.68% of portfolio
5,055
Q2 2024
Added 3.86%
$308B
$804 Million
0.66% of portfolio
12,629
Q2 2024
Reduced 1.94%
$135B
$812 Million
0.66% of portfolio
7,101
Q2 2024
Added 0.07%
$84B
$815 Million
0.66% of portfolio
3,820
Q4 2023
New
$208B
$802 Million
0.65% of portfolio
11,847
Q2 2024
Added 1.7%
$0
$802 Million
0.65% of portfolio
80,571
Q4 2023
New
Capital Group Core Balanced
-
$732 Million
0.6% of portfolio
-
Q2 2024
New
$0
$741 Million
0.6% of portfolio
10,815
Q2 2024
Reduced 2.72%
$0
$680 Million
0.55% of portfolio
10,178
Q2 2024
Reduced 0.8%
$430B
$674 Million
0.55% of portfolio
4,609
Q2 2024
Added 11.38%
$0
$671 Million
0.55% of portfolio
3,303
Q2 2024
Reduced 5.98%
$97.2B
$665 Million
0.54% of portfolio
5,373
Q2 2024
Added 7.61%