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JNBA Financial Advisors Buys SPDR Portfolio Developed World ex-US, SPDR Series Trust Portfolio S&P 500 Growth, iShares International Select Dividend, Sells Vanguard FTSE Developed Markets, JPMorgan Ultra-Short Income, SPDR Bloomberg Barclays 1-3 Month T-B

Bloomington, MN, based Investment company JNBA Financial Advisors (Current Portfolio) buys SPDR Portfolio Developed World ex-US, SPDR Series Trust Portfolio S&P 500 Growth, iShares International Select Dividend, Schwab US Dividend Equity, WisdomTree U.S. MidCap Dividend Fund, sells Vanguard FTSE Developed Markets, JPMorgan Ultra-Short Income, SPDR Bloomberg Barclays 1-3 Month T-Bill, Templeton Global Income Fund, iShares Core Growth Allocation during the 3-months ended 2020Q1, according to the most recent filings of the investment company, JNBA Financial Advisors. As of 2020Q1, JNBA Financial Advisors owns 549 stocks with a total value of $399 million. These are the details of the buys and sells.

For the details of JNBA Financial Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/jnba+financial+advisors/current-portfolio/portfolio

These are the top 5 holdings of JNBA Financial Advisors
  1. VanEck Vectors Morningstar Wide Moat (MOAT) - 1,029,750 shares, 11.28% of the total portfolio. Shares reduced by 2.28%
  2. Vanguard Div Appreciation (VIG) - 275,581 shares, 7.14% of the total portfolio. Shares added by 1.62%
  3. iShares Core S&P Mid-Cap (IJH) - 164,433 shares, 5.93% of the total portfolio. Shares added by 6.54%
  4. Aflac Inc (AFL) - 656,621 shares, 5.63% of the total portfolio. Shares reduced by 0.08%
  5. Vanguard FTSE Developed Markets (VEA) - 391,222 shares, 3.27% of the total portfolio. Shares reduced by 28.06%
New Purchase: Invesco Dynamic Large Cap Value (PWV)

JNBA Financial Advisors initiated holding in Invesco Dynamic Large Cap Value. The purchase prices were between $25.96 and $42.08, with an estimated average price of $37.96. The stock is now traded at around $32.18. The impact to a portfolio due to this purchase was 0.31%. The holding were 41,465 shares as of .

New Purchase: iShares MSCI USA ESG Select (SUSA)

JNBA Financial Advisors initiated holding in iShares MSCI USA ESG Select. The purchase prices were between $95.06 and $141.74, with an estimated average price of $129.1. The stock is now traded at around $120.24. The impact to a portfolio due to this purchase was 0.15%. The holding were 5,472 shares as of .

New Purchase: SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm (SLYG)

JNBA Financial Advisors initiated holding in SPDR S&P 600 Small Cap Growth ETF (based on S&P Sm. The purchase prices were between $39.85 and $66.69, with an estimated average price of $59.64. The stock is now traded at around $49.77. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,420 shares as of .

New Purchase: Schwab Fundamental U.S. Large Company Index (FNDX)

JNBA Financial Advisors initiated holding in Schwab Fundamental U.S. Large Company Index. The purchase prices were between $27.15 and $43.59, with an estimated average price of $39.45. The stock is now traded at around $34.16. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,001 shares as of .

New Purchase: iShares Core 1-5 Year USD Bond ETF (ISTB)

JNBA Financial Advisors initiated holding in iShares Core 1-5 Year USD Bond ETF. The purchase prices were between $48.12 and $51.23, with an estimated average price of $50.24. The stock is now traded at around $50.92. The impact to a portfolio due to this purchase was 0.01%. The holding were 645 shares as of .

New Purchase: iShares 1-3 Year Credit Bond ETF (IGSB)

JNBA Financial Advisors initiated holding in iShares 1-3 Year Credit Bond ETF. The purchase prices were between $47.09 and $54.36, with an estimated average price of $52.96. The stock is now traded at around $53.50. The impact to a portfolio due to this purchase was 0.01%. The holding were 605 shares as of .

Added: SPDR Portfolio Developed World ex-US (SPDW)

JNBA Financial Advisors added to a holding in SPDR Portfolio Developed World ex-US by 115.00%. The purchase prices were between $20.71 and $31.78, with an estimated average price of $28.87. The stock is now traded at around $25.05. The impact to a portfolio due to this purchase was 1.35%. The holding were 419,739 shares as of .

Added: SPDR Series Trust Portfolio S&P 500 Growth (SPYG)

JNBA Financial Advisors added to a holding in SPDR Series Trust Portfolio S&P 500 Growth by 62.21%. The purchase prices were between $31.23 and $45.63, with an estimated average price of $41.23. The stock is now traded at around $39.78. The impact to a portfolio due to this purchase was 0.76%. The holding were 220,232 shares as of .

Added: iShares International Select Dividend (IDV)

JNBA Financial Advisors added to a holding in iShares International Select Dividend by 81.79%. The purchase prices were between $18.85 and $32.78, with an estimated average price of $29.1. The stock is now traded at around $23.21. The impact to a portfolio due to this purchase was 0.69%. The holding were 271,749 shares as of .

Added: Schwab US Dividend Equity (SCHD)

JNBA Financial Advisors added to a holding in Schwab US Dividend Equity by 38.59%. The purchase prices were between $39.5 and $59.28, with an estimated average price of $54.29. The stock is now traded at around $49.32. The impact to a portfolio due to this purchase was 0.67%. The holding were 214,275 shares as of .

Added: WisdomTree U.S. MidCap Dividend Fund (DON)

JNBA Financial Advisors added to a holding in WisdomTree U.S. MidCap Dividend Fund by 69.53%. The purchase prices were between $20.31 and $38.17, with an estimated average price of $33.34. The stock is now traded at around $26.13. The impact to a portfolio due to this purchase was 0.57%. The holding were 231,861 shares as of .

Added: WisdomTree U.S. SmallCap Dividend Fund (DES)

JNBA Financial Advisors added to a holding in WisdomTree U.S. SmallCap Dividend Fund by 195.78%. The purchase prices were between $15.9 and $28.74, with an estimated average price of $24.66. The stock is now traded at around $19.63. The impact to a portfolio due to this purchase was 0.42%. The holding were 141,748 shares as of .

Sold Out: Vanguard Total World Stock Index (VT)

JNBA Financial Advisors sold out a holding in Vanguard Total World Stock Index. The sale prices were between $54.48 and $83.17, with an estimated average price of $76.

Sold Out: WisdomTree Emerging Market SmallCap Fund (DGS)

JNBA Financial Advisors sold out a holding in WisdomTree Emerging Market SmallCap Fund. The sale prices were between $29.37 and $48.34, with an estimated average price of $42.16.

Sold Out: Lennar Corp (LEN)

JNBA Financial Advisors sold out a holding in Lennar Corp. The sale prices were between $29.35 and $71.22, with an estimated average price of $58.69.

Sold Out: Nuveen Mortgage And Income Fund (JLS)

JNBA Financial Advisors sold out a holding in Nuveen Mortgage And Income Fund. The sale prices were between $14.72 and $22.92, with an estimated average price of $21.31.

Sold Out: Masco Corp (MAS)

JNBA Financial Advisors sold out a holding in Masco Corp. The sale prices were between $27.53 and $49.9, with an estimated average price of $43.85.

Sold Out: Vanguard FTSE Pacific (VPL)

JNBA Financial Advisors sold out a holding in Vanguard FTSE Pacific. The sale prices were between $48.55 and $70.86, with an estimated average price of $64.37.



Here is the complete portfolio of JNBA Financial Advisors. Also check out:

1. JNBA Financial Advisors's Undervalued Stocks
2. JNBA Financial Advisors's Top Growth Companies, and
3. JNBA Financial Advisors's High Yield stocks
4. Stocks that JNBA Financial Advisors keeps buying

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