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Arbor Investment Advisors, LLC 13F Holdings
Holdings from the most recent 13F from Arbor Investment Advisors, LLC
Filed: 2022-04-20 (Q1 2022) | Holdings: 117 | Value: $524.1M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| IWB - iShares Russell 1000 ETF | Reduce 1% $(984.8K) | 17.27% | $90.5M | +36.36% | -10.97% | -7.33% | |
| PRF - Invesco FTSE RAFI US 1000 ETF | Add 5% ($3.1M) | 13.74% | $72.0M | +24.81% | -11.26% | -7.31% | |
| VEA - Vanguard FTSE Developed Markets ETF | Add 3% ($1.9M) | 11.44% | $59.9M | +25.53% | -11.88% | +0.24% | |
| EFA - iShares MSCI EAFE ETF | Add 2% ($594.8K) | 6.49% | $34.0M | +29.96% | -11.12% | +3.38% | |
| STIP - iShares 0-5 Year TIPS Bond ETF | Reduce 13% $(4.0M) | 5.18% | $27.2M | +10.28% | -0.60% | -0.26% | |
| PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF | Add 6% ($1.5M) | 5.03% | $26.3M | +13.07% | -10.38% | -10.27% | |
| VWO - Vanguard FTSE Emerging Markets ETF | Add 2% ($398.4K) | 4.96% | $26.0M | +18.36% | -7.25% | -7.29% | |
| JPST - JPMorgan Ultra-Short Income ETF | Add 5% ($803.6K) | 3.54% | $18.5M | +14.64% | +0.04% | +2.81% | |
| MINT - PIMCO Enhanced Short Maturity Active ETF | Reduce 1% $(164.5K) | 2.86% | $15.0M | +14.93% | -0.55% | +2.15% | |
| BSV - Vanguard Short-Term Bond ETF | 2.74% | $14.3M | +10.20% | +0.26% | +0.91% | ||
| AAPL - Apple Inc. | Add 13% ($1.2M) | 2.11% | $11.1M | +27.38% | -7.89% | -1.71% | |
| EEM - iShares MSCI Emerging Markets ETF | Reduce 3% $(259.4K) | 1.89% | $9.9M | +14.27% | -7.91% | -8.41% | |
| IWM - iShares Russell 2000 ETF | Reduce 1% $(54.4K) | 1.81% | $9.5M | +6.19% | -10.44% | -11.65% | |
| AGG - iShares Core U.S. Aggregate Bond ETF | Add 28% ($1.9M) | 1.66% | $8.7M | +4.31% | -0.31% | -1.62% | |
| IWD - iShares Russell 1000 Value ETF | Add 15% ($921.4K) | 1.38% | $7.2M | +18.85% | -10.81% | -6.96% | |
| IWF - iShares Russell 1000 Growth ETF | Reduce 4% $(299.0K) | 1.34% | $7.0M | +52.40% | -11.39% | -7.94% | |
| VONE - Vanguard Russell 1000 ETF | Add 1% ($76.2K) | 1.11% | $5.8M | +36.35% | -11.27% | -7.51% | |
| VT - Vanguard Total World Stock Index ETF | Reduce 9% $(576.8K) | 1.06% | $5.5M | +30.79% | -10.92% | -5.24% | |
| LOW - Lowes Companies, Inc. | Reduce 1% $(26.1K) | 0.93% | $4.9M | +17.33% | -7.49% | +1.94% | |
| IEFA - iShares Core MSCI EAFE ETF | Reduce 13% $(660.7K) | 0.85% | $4.4M | +28.44% | -11.29% | +2.17% | |
| TFC - Truist Financial Corp. | Add 1% ($28.2K) | 0.80% | $4.2M | -7.88% | -7.97% | -38.11% | |
| MSFT - Microsoft Corp. | Add 13% ($418.3K) | 0.71% | $3.7M | +61.38% | -8.01% | -0.01% | |
| VTIP - Vanguard Short-Term Inflation-Protected Sec ETF | Add 49% ($1.0M) | 0.60% | $3.1M | +10.26% | -0.62% | -0.24% | |
| IEMG - iShares Core MSCI Emerging Markets ETF | Add 121% ($1.6M) | 0.55% | $2.9M | +15.80% | -8.49% | -7.99% | |
| VTI - Vanguard Total Stock Market ETF | Add 3% ($69.9K) | 0.46% | $2.4M | +34.76% | -11.00% | -7.61% | |
| TIP - iShares TIPS Bond ETF | Add 12% ($244.1K) | 0.43% | $2.3M | +0.46% | -2.97% | -4.74% | |
| IDEV - iShares Core MSCI Intl Developed Markets ETF | Add 67% ($819.0K) | 0.39% | $2.0M | +27.00% | -11.89% | +0.69% | |
| BND - Vanguard Total Bond Market ETF | Add 11% ($186.5K) | 0.37% | $1.9M | +4.34% | -0.50% | -1.64% | |
| CADE - Cadence Bank | 0.35% | $1.8M | +26.63% | -13.37% | -25.18% | ||
| DSI - iShares MSCI KLD 400 Social ETF | 0.30% | $1.6M | +34.71% | -10.95% | -7.63% | ||
| VTV - Vanguard Value ETF | Add 1% ($20.0K) | 0.28% | $1.5M | +22.11% | -10.62% | -4.88% | |
| IVV - iShares Core S&P 500 ETF | Reduce 1% $(15.9K) | 0.24% | $1.2M | +37.73% | -10.76% | -6.59% | |
| DUK - Duke Energy Corp. | Add 1% ($12.3K) | 0.23% | $1.2M | +13.62% | -9.27% | -11.21% | |
| GOOG - Alphabet Inc. Cl C | Add 8% ($83.8K) | 0.23% | $1.2M | +28.48% | -11.06% | -18.12% | |
| JNJ - Johnson & Johnson Inc. | Add 4% ($38.3K) | 0.18% | $951.0K | -11.13% | -6.26% | -9.15% | |
| STPZ - PIMCO 1-5 Year U.S. TIPS Index ETF | Add 6% ($55.3K) | 0.18% | $948.0K | +8.65% | -0.93% | -1.24% | |
| GOOGL - Alphabet Inc. Cl A | Add 10% ($83.5K) | 0.17% | $907.0K | +27.46% | -11.54% | -18.44% | |
| BAC - Bank of America Corp. | Add 5% ($41.6K) | 0.16% | $838.0K | +20.22% | -15.39% | -23.46% | |
| BRK.B - Berkshire Hathaway Inc. | Add 15% ($105.9K) | 0.16% | $831.0K | +44.60% | -18.24% | -7.56% | |
| IVW - iShares S&P 500 Growth ETF | 0.16% | $826.0K | +43.85% | -10.48% | -11.78% | ||
| KO - Coca-Cola Co. | Add 7% ($54.8K) | 0.16% | $821.0K | +18.76% | -6.33% | -0.05% | |
| TFLO - iShares Treasury Floating Rate Bond ETF | Reduce 5% $(37.8K) | 0.14% | $731.0K | +14.35% | +0.23% | +3.11% | |
| HALO - Halozyme Therapeutics, Inc. | 0.14% | $716.0K | +12.50% | +15.35% | -21.24% | ||
| OKE - ONEOK Inc. | New Purchase | 0.13% | $706.0K | +38.46% | -19.96% | -4.93% | |
| VTWO - Vanguard Russell 2000 ETF | Reduce 27% $(262.3K) | 0.13% | $705.0K | +6.65% | -10.43% | -11.57% | |
| JPM - JPMorgan Chase & Co. | Add 7% ($42.8K) | 0.13% | $686.0K | +119.59% | -12.01% | +9.85% | |
| HD - Home Depot Inc. | Add 5% ($35.0K) | 0.13% | $677.0K | +28.98% | -3.18% | -2.85% | |
| ALL - Allstate Corporation | New Purchase | 0.13% | $659.0K | +53.45% | -19.13% | -17.58% | |
| INTC - Intel Corp. | Reduce 2% $(11.1K) | 0.12% | $611.0K | -52.57% | -15.81% | -34.91% | |
| WMT - Wal-Mart Stores, Inc. | New Purchase | 0.11% | $580.0K | +88.86% | -16.81% | -3.61% | |
| MS - Morgan Stanley | Reduce 100% | 0.00% | $0.00 | ||||
| META - Facebook Inc. | Reduce 100% | 0.00% | $0.00 | ||||
| CSCO - Cisco Systems Inc. | Reduce 100% | 0.00% | $0.00 | ||||