EF

EQ/First Trust Moderate Growth Allocation Portfolio

Mutual Fund
EQ ADVISORS TRUST
Last update 2022-11-30 6 Stocks (1 new)
Value $92.00 Mil Turnover 11 %
Countries:
Top Holdings: VCIT(42.88%)VOO(18.34%)IEFA(12.38%)IJH(12.25%)IWM(12.22%)
Summary Stock Picks Current Portfolio
EQ/First Trust Moderate Growth... Top Holdings of 2022-09-30 View Full List
Ticker
VCIT
VOO
IEFA
IJH
IWM
SPY
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
518,661
39,252.3
+7.85%
42.880
+3.12%
0.100
+2.87%
+4.22%
53,014.7
 
VOO
Vanguard S&P 500 ETF
51,123
16,783.7
+16.88%
18.340
+2.65%
0.010
+16.10%
+6.83%
655,038.2
 
IEFA
iShares Core MSCI EAFE ETF
215,130
11,330.9
+18.62%
12.380
+1.94%
0.010
+11.80%
+19.02%
140,660.4
 
IJH
iShares Core S&P Mid-Cap ETF
255,660
11,211.2
+7.42%
12.250
+0.85%
0.020
+14.07%
+0.93%
95,790.7
 
IWM
iShares Russell 2000 ETF
67,802
11,181.9
+6.41%
12.220
+0.74%
0.020
+17.49%
-0.47%
65,502.9
 
SPY
S&P 500 ETF TRUST ETF
4,963
1,772.7
New Holding
1.940
+1.94%
0.000
+16.07%
+6.79%
637,713.5
 

EQ/First Trust Moderate Growth Allocation Portfolio's Historical Top Holdings Breakdowns

EQ/First Trust Moderate Growth Allocation Portfolio Total Holding History ($B)

To

EQ/First Trust Moderate Growth Allocation Portfolio's Asset Allocation

To

EQ/First Trust Moderate Growth Allocation Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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EQ/First Trust Moderate Growth Allocation Portfolio's Hypothetical Growth since 2022-09-30

EQ/First Trust Moderate Growth Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/First Trust Moderate Growth Allocation Portfolio's Holdings Heat Map

Size field:

EQ/First Trust Moderate Growth Allocation Portfolio's Holdings Bubble Chart

EQ/First Trust Moderate Growth Allocation Portfolio News

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