EI
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Evanston Investments, Inc., dba Evanston Advisors13F | |
Evanston Investments, Inc., dba Evanston Advisors | |
Last update 2019-02-11 | 60 Stocks (8 new) |
Value $306.00 Mil | Turnover 19 % |
Evanston Investments, Inc., db... Top Holdings of 2018-12-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | S&P 500 ETF TRUST ETF | 189,468 | 47,352.0 | New Holding | 15.460 | +15.46% | 0.020 | +17.14% | +7.04% | 641,384.0 | ||
BSCJ |
Invesco BulletShares 2019 Corporate Bond ETF
Invesco BulletShares 2019 Corporate Bond ETF
| 1,018,442 | 21,448.0 | -2.53% | 7.000 | -0.14% | 2.510 | 0% | 0% | 856.9 | ||
BSCK |
Invesco BulletShares 2020 Corporate Bond ETF
Invesco BulletShares 2020 Corporate Bond ETF
| 1,011,526 | 21,313.0 | -2.10% | 6.960 | -0.11% | 1.830 | 0% | 0% | 1,169.7 | ||
IAU | iShares Gold Trust | 709,976 | 17,451.0 | -2.02% | 5.700 | -0.08% | 0.160 | +3.84% | +27.85% | 47,689.5 | ||
AMGN | Amgen Inc | 45,504 | 8,858.0 | -2.82% | 2.890 | -0.07% | 0.010 | +4.16% | +15.21% | 158,768.5 | Drug Manufacturers | |
OMC | Omnicom Group Inc | 119,884 | 8,780.0 | -2.85% | 2.870 | -0.06% | 0.060 | -2.82% | -13.91% | 14,246.9 | Media - Diversified | |
CNP | CenterPoint Energy Inc | 306,056 | 8,640.0 | -1.99% | 2.820 | -0.04% | 0.050 | -0.60% | +15.33% | 23,589.6 | Utilities - Regulated | |
INTC | Intel Corp | 183,312 | 8,603.0 | -1.12% | 2.810 | -0.02% | 0.000 | +18.69% | +16.86% | 102,201.7 | Semiconductors | |
ABBV | AbbVie Inc | 91,888 | 8,471.0 | +0.75% | 2.760 | +0.02% | 0.010 | +10.96% | +10.33% | 339,944.3 | Drug Manufacturers | |
KR | The Kroger Co | 306,451 | 8,427.0 | -2.30% | 2.750 | -0.05% | 0.040 | +3.96% | +16.55% | 46,664.4 | Retail - Defensive |
Evanston Investments, Inc., dba Evanston Advisors's Historical Top Holdings Breakdowns
Evanston Investments, Inc., dba Evanston Advisors Total Holding History ($B)
Evanston Investments, Inc., dba Evanston Advisors's Asset Allocation
Evanston Investments, Inc., dba Evanston Advisors Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
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Evanston Investments, Inc., dba Evanston Advisors's Hypothetical Growth since 2018-12-31
Evanston Investments, Inc., dba Evanston Advisors's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Evanston Investments, Inc., dba Evanston Advisors's Holdings Heat Map
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Evanston Investments, Inc., dba Evanston Advisors's Holdings Bubble Chart
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