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Fiducient Advisors Llc Buys iShares Russell 1000 Value ETF, ACV Auctions Inc, Vanguard Total Stock Market ETF, Sells People's United Financial Inc, Northrop Grumman Corp, FlexShares iBoxx 5-Year Target Duration TIPS Index

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Nov 03, 2021
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Investment company Fiducient Advisors Llc (Current Portfolio) buys iShares Russell 1000 Value ETF, ACV Auctions Inc, Vanguard Total Stock Market ETF, Lions Gate Entertainment Corp, Cadence Bank, sells People's United Financial Inc, Northrop Grumman Corp, FlexShares iBoxx 5-Year Target Duration TIPS Index, Philip Morris International Inc, Canada Goose Holdings Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Fiducient Advisors Llc. As of 2021Q3, Fiducient Advisors Llc owns 95 stocks with a total value of $330 million. These are the details of the buys and sells.

For the details of FIDUCIENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fiducient+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of FIDUCIENT ADVISORS LLC
  1. iShares Core S&P 500 ETF (IVV) - 110,495 shares, 14.43% of the total portfolio. Shares reduced by 5.27%
  2. iShares Core U.S. REIT ETF (USRT) - 791,337 shares, 14.07% of the total portfolio. Shares reduced by 0.05%
  3. Vanguard Large Cap ETF (VV) - 215,305 shares, 13.11% of the total portfolio. Shares added by 0.31%
  4. Vanguard Total Bond Market ETF (BND) - 480,795 shares, 12.46% of the total portfolio. Shares added by 0.47%
  5. Vanguard Total International Stock (VXUS) - 314,524 shares, 6.03% of the total portfolio. Shares added by 0.55%
New Purchase: iShares Russell 1000 Value ETF (IWD)

Fiducient Advisors Llc initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $153.84 and $163.24, with an estimated average price of $159.58. The stock is now traded at around $166.680000. The impact to a portfolio due to this purchase was 0.74%. The holding were 15,628 shares as of 2021-09-30.

New Purchase: ACV Auctions Inc (ACVA)

Fiducient Advisors Llc initiated holding in ACV Auctions Inc. The purchase prices were between $17.89 and $25.18, with an estimated average price of $21.27. The stock is now traded at around $20.240000. The impact to a portfolio due to this purchase was 0.29%. The holding were 52,941 shares as of 2021-09-30.

New Purchase: Lions Gate Entertainment Corp (LGF.B)

Fiducient Advisors Llc initiated holding in Lions Gate Entertainment Corp. The purchase prices were between $10.8 and $18.23, with an estimated average price of $13.21. The stock is now traded at around $12.190000. The impact to a portfolio due to this purchase was 0.22%. The holding were 54,800 shares as of 2021-09-30.

New Purchase: Cadence Bank (CADE)

Fiducient Advisors Llc initiated holding in Cadence Bank. The purchase prices were between $18.63 and $22.28, with an estimated average price of $20.43. The stock is now traded at around $30.330000. The impact to a portfolio due to this purchase was 0.21%. The holding were 31,900 shares as of 2021-09-30.

New Purchase: Cadence Bank (CADE)

Fiducient Advisors Llc initiated holding in Cadence Bank. The purchase prices were between $18.63 and $22.28, with an estimated average price of $20.43. The stock is now traded at around $30.330000. The impact to a portfolio due to this purchase was 0.21%. The holding were 31,900 shares as of 2021-09-30.

New Purchase: Urban Outfitters Inc (URBN)

Fiducient Advisors Llc initiated holding in Urban Outfitters Inc. The purchase prices were between $29.69 and $41.01, with an estimated average price of $35.78. The stock is now traded at around $35.170000. The impact to a portfolio due to this purchase was 0.18%. The holding were 20,200 shares as of 2021-09-30.

Added: Vanguard Total Stock Market ETF (VTI)

Fiducient Advisors Llc added to a holding in Vanguard Total Stock Market ETF by 20.97%. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $240.520000. The impact to a portfolio due to this purchase was 0.24%. The holding were 20,390 shares as of 2021-09-30.

Added: iShares Broad USD High Yield Corporate Bond ETF (USHY)

Fiducient Advisors Llc added to a holding in iShares Broad USD High Yield Corporate Bond ETF by 36.84%. The purchase prices were between $40.65 and $41.45, with an estimated average price of $41.05. The stock is now traded at around $41.240000. The impact to a portfolio due to this purchase was 0.09%. The holding were 27,751 shares as of 2021-09-30.

Added: FlexShares STOXX Global Broad Infrastructure Index (NFRA)

Fiducient Advisors Llc added to a holding in FlexShares STOXX Global Broad Infrastructure Index by 27.19%. The purchase prices were between $55.78 and $59.28, with an estimated average price of $57.71. The stock is now traded at around $58.190000. The impact to a portfolio due to this purchase was 0.07%. The holding were 18,394 shares as of 2021-09-30.

Sold Out: Northrop Grumman Corp (NOC)

Fiducient Advisors Llc sold out a holding in Northrop Grumman Corp. The sale prices were between $345.14 and $371.82, with an estimated average price of $361.61.

Sold Out: Canada Goose Holdings Inc (GOOS)

Fiducient Advisors Llc sold out a holding in Canada Goose Holdings Inc. The sale prices were between $35.05 and $44.44, with an estimated average price of $39.93.



Here is the complete portfolio of FIDUCIENT ADVISORS LLC. Also check out:

1. FIDUCIENT ADVISORS LLC's Undervalued Stocks
2. FIDUCIENT ADVISORS LLC's Top Growth Companies, and
3. FIDUCIENT ADVISORS LLC's High Yield stocks
4. Stocks that FIDUCIENT ADVISORS LLC keeps buying
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