Cliftonlarsonallen Wealth Advisors, Llc Buys iShares U.S. Preferred Stock ETF, SPDR MSCI ACWI ex-US, iShares Core S&P 500, Sells Schwab International Equity, iShares Intermediate Credit Bond ETF, Emerson Electric Co

Minneapolis, MN, based Investment company Cliftonlarsonallen Wealth Advisors, Llc buys iShares U.S. Preferred Stock ETF, SPDR MSCI ACWI ex-US, iShares Core S&P 500, iShares 1-3 Year Credit Bond ETF, iShares Global Energy, iShares MBS ETF, iShares U.S. Credit Bond ETF, SPDR Nuveen Bloomberg Barclays Municipal Bond, Vanguard FTSE All World Ex US, iShares 1-3 Year Treasury Bond ETF, sells Schwab International Equity, iShares Intermediate Credit Bond ETF, Emerson Electric Co, Vanguard Short-Term Bond, PowerShares Zacks Multi-Asset Income Portfolio during the 3-months ended 2018-03-31, according to the most recent filings of the investment company, Cliftonlarsonallen Wealth Advisors, Llc. As of 2018-03-31, Cliftonlarsonallen Wealth Advisors, Llc owns 108 stocks with a total value of $942 million. These are the details of the buys and sells.

For the details of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=CLIFTONLARSONALLEN+WEALTH+ADVISORS%2C+LLC

These are the top 5 holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
  1. iShares National Muni Bond (MUB) - 739,238 shares, 8.55% of the total portfolio. Shares added by 12.02%
  2. iShares Core U.S. Aggregate Bond (AGG) - 742,125 shares, 8.45% of the total portfolio. Shares added by 3.59%
  3. iShares Core MSCI EAFE (IEFA) - 1,114,397 shares, 7.8% of the total portfolio. Shares added by 4.74%
  4. iShares S&P 500 Growth (IVW) - 362,972 shares, 5.98% of the total portfolio. Shares added by 4.73%
  5. iShares S&P 500 Value (IVE) - 480,539 shares, 5.58% of the total portfolio. Shares added by 8.30%
New Purchase: iShares U.S. Preferred Stock ETF (PFF)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in iShares U.S. Preferred Stock ETF. The purchase prices were between $36.79 and $38.19, with an estimated average price of $37.53. The stock is now traded at around $37.05. The impact to a portfolio due to this purchase was 1.64%. The holding were 411,023 shares as of 2018-03-31.

New Purchase: SPDR MSCI ACWI ex-US (CWI)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in SPDR MSCI ACWI ex-US. The purchase prices were between $37.82 and $42.01, with an estimated average price of $39.72. The stock is now traded at around $39.12. The impact to a portfolio due to this purchase was 1.25%. The holding were 302,172 shares as of 2018-03-31.

New Purchase: iShares Core S&P 500 (IVV)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in iShares Core S&P 500. The purchase prices were between $259.62 and $288.66, with an estimated average price of $274.94. The stock is now traded at around $267.65. The impact to a portfolio due to this purchase was 0.3%. The holding were 10,522 shares as of 2018-03-31.

New Purchase: iShares Global Energy (IXC)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in iShares Global Energy. The purchase prices were between $33.13 and $38.15, with an estimated average price of $35.08. The stock is now traded at around $37.10. The impact to a portfolio due to this purchase was 0.27%. The holding were 76,196 shares as of 2018-03-31.

New Purchase: iShares U.S. Credit Bond ETF (CRED)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in iShares U.S. Credit Bond ETF. The purchase prices were between $108.02 and $111.84, with an estimated average price of $109.7. The stock is now traded at around $107.36. The impact to a portfolio due to this purchase was 0.17%. The holding were 15,112 shares as of 2018-03-31.

New Purchase: Vanguard FTSE All World Ex US (VEU)

Cliftonlarsonallen Wealth Advisors, Llc initiated holding in Vanguard FTSE All World Ex US. The purchase prices were between $52.99 and $58.89, with an estimated average price of $55.73. The stock is now traded at around $54.74. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,118 shares as of 2018-03-31.

Added: iShares 1-3 Year Credit Bond ETF (CSJ)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares 1-3 Year Credit Bond ETF by 41.45%. The purchase prices were between $103.62 and $104.51, with an estimated average price of $104.05. The stock is now traded at around $103.68. The impact to a portfolio due to this purchase was 0.28%. The holding were 86,503 shares as of 2018-03-31.

Added: iShares MBS ETF (MBB)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares MBS ETF by 39.06%. The purchase prices were between $103.91 and $106.56, with an estimated average price of $104.87. The stock is now traded at around $103.53. The impact to a portfolio due to this purchase was 0.23%. The holding were 74,703 shares as of 2018-03-31.

Added: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond by 21.14%. The purchase prices were between $47.67 and $48.96, with an estimated average price of $48.14. The stock is now traded at around $47.56. The impact to a portfolio due to this purchase was 0.15%. The holding were 172,749 shares as of 2018-03-31.

Added: iShares 1-3 Year Treasury Bond ETF (SHY)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in iShares 1-3 Year Treasury Bond ETF by 20.14%. The purchase prices were between $83.38 and $83.82, with an estimated average price of $83.56. The stock is now traded at around $83.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 36,222 shares as of 2018-03-31.

Added: AT&T Inc (T)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in AT&T Inc by 29.35%. The purchase prices were between $34.69 and $39.16, with an estimated average price of $36.85. The stock is now traded at around $32.58. The impact to a portfolio due to this purchase was 0.02%. The holding were 22,632 shares as of 2018-03-31.

Added: Hormel Foods Corp (HRL)

Cliftonlarsonallen Wealth Advisors, Llc added to a holding in Hormel Foods Corp by 39.56%. The purchase prices were between $32.21 and $36.45, with an estimated average price of $33.9. The stock is now traded at around $36.33. The impact to a portfolio due to this purchase was 0.02%. The holding were 22,237 shares as of 2018-03-31.

Sold Out: iShares Intermediate Credit Bond ETF (CIU)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in iShares Intermediate Credit Bond ETF. The sale prices were between $106.7 and $109.1, with an estimated average price of $107.74.

Sold Out: Emerson Electric Co (EMR)

Cliftonlarsonallen Wealth Advisors, Llc sold out a holding in Emerson Electric Co. The sale prices were between $66.4 and $74.05, with an estimated average price of $71.25.



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