- New Purchases: XSLV, SHV, IJH, SPLV, AGN, VTV, VOT, PG, HRL, AEP, GPC, T, MSFT, BA, UTX, VXUS, IVV, WMT, LIN, JPM, XOM, FDX, V, VHT, CMCSA, DAL, MRK, GOOGL, HPQ, SSO,
- Added Positions: BOND, IVW, VMBS, SCHE, SPY, SCHB, XLK, AAPL, HD, BAC, VCSH, IJR, VUG, AR, KO, SDY, FB, UPS, BRK.B, AMZN, SO, GOOG, JNJ, XLI, CSCO, MCK, MO, C, SCHW, GE, INTC, LOW, LMT, MA, IBM, FBHS, PEP, TEL, AYI, VNQ, NVR, ALL, CSL, RTN, DGX, RE, CVS, PGX, GNTX, TMK, UNP, OMC, UNH, VZ, AMJ, IDV, DWX, IEFA, QCOM,
- Reduced Positions: SCHZ, SCHG, VCIT, VOE, MDYG, AFL, MUB, JKH, IJJ, PCY, HYG,
- Sold Out: FLRN, IGSB, EMB, EEM, SCHV, SCHA, IJS, IJT, SCHX, IYW, IGIB, EMR, INGR, DLX, MINT, SCHF, VBR, ADP,
For the details of KAYS FINANCIAL ADVISORY CORP 's stock buys and sells, go to https://www.gurufocus.com/guru/kays+financial+advisory+corp+/current-portfolio/portfolio
These are the top 5 holdings of KAYS FINANCIAL ADVISORY CORP- PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND) - 501,788 shares, 11.62% of the total portfolio. Shares added by 72.50%
- SPDR S&P 500 (SPY) - 184,707 shares, 11.45% of the total portfolio. Shares added by 8.19%
- iShares S&P 500 Growth (IVW) - 187,866 shares, 7.11% of the total portfolio. Shares added by 50.83%
- Schwab U.S. Broad Market (SCHB) - 474,766 shares, 7.09% of the total portfolio. Shares added by 9.76%
- Vanguard Short-Term Corporate Bond ETF (VCSH) - 384,979 shares, 6.74% of the total portfolio. Shares added by 4.69%
Kays Financial Advisory Corp initiated holding in Invesco S&P SmallCap Low Volatility. The purchase prices were between $42.32 and $48.73, with an estimated average price of $46.38. The stock is now traded at around $47.84. The impact to a portfolio due to this purchase was 4.88%. The holding were 473,811 shares as of .
New Purchase: iShares Short Treasury Bond ETF (SHV)Kays Financial Advisory Corp initiated holding in iShares Short Treasury Bond ETF. The purchase prices were between $110.3 and $110.57, with an estimated average price of $110.45. The stock is now traded at around $110.55. The impact to a portfolio due to this purchase was 3.06%. The holding were 125,994 shares as of .
New Purchase: iShares Core S&P Mid-Cap (IJH)Kays Financial Advisory Corp initiated holding in iShares Core S&P Mid-Cap. The purchase prices were between $162.83 and $193.4, with an estimated average price of $184.41. The stock is now traded at around $195.23. The impact to a portfolio due to this purchase was 1.18%. The holding were 28,426 shares as of .
New Purchase: Invesco S&P 500 Low Volatility (SPLV)Kays Financial Advisory Corp initiated holding in Invesco S&P 500 Low Volatility. The purchase prices were between $45.48 and $52.64, with an estimated average price of $50.05. The stock is now traded at around $53.07. The impact to a portfolio due to this purchase was 0.44%. The holding were 38,238 shares as of .
New Purchase: Allergan PLC (AGN)Kays Financial Advisory Corp initiated holding in Allergan PLC. The purchase prices were between $132.09 and $160.79, with an estimated average price of $144.95. The stock is now traded at around $141.49. The impact to a portfolio due to this purchase was 0.32%. The holding were 9,820 shares as of .
New Purchase: Vanguard Value (VTV)Kays Financial Advisory Corp initiated holding in Vanguard Value. The purchase prices were between $96.19 and $109.3, with an estimated average price of $105.18. The stock is now traded at around $109.95. The impact to a portfolio due to this purchase was 0.26%. The holding were 10,980 shares as of .
Added: PIMCO Active Bond Exchange-Traded Fund Exchange-Tr (BOND)Kays Financial Advisory Corp added to a holding in PIMCO Active Bond Exchange-Traded Fund Exchange-Tr by 72.50%. The purchase prices were between $102.74 and $105.62, with an estimated average price of $103.83. The stock is now traded at around $105.22. The impact to a portfolio due to this purchase was 4.88%. The holding were 501,788 shares as of .
Added: iShares S&P 500 Growth (IVW)Kays Financial Advisory Corp added to a holding in iShares S&P 500 Growth by 50.83%. The purchase prices were between $146.51 and $173.32, with an estimated average price of $163.66. The stock is now traded at around $178.43. The impact to a portfolio due to this purchase was 2.4%. The holding were 187,866 shares as of .
Added: Vanguard Mortgage-Backed Securities ETF (VMBS)Kays Financial Advisory Corp added to a holding in Vanguard Mortgage-Backed Securities ETF by 163.26%. The purchase prices were between $51.44 and $52.39, with an estimated average price of $51.76. The stock is now traded at around $52.10. The impact to a portfolio due to this purchase was 1.33%. The holding were 186,295 shares as of .
Added: Schwab Emerging Markets Equity (SCHE)Kays Financial Advisory Corp added to a holding in Schwab Emerging Markets Equity by 40.85%. The purchase prices were between $23.25 and $26.41, with an estimated average price of $25.3. The stock is now traded at around $26.57. The impact to a portfolio due to this purchase was 1.13%. The holding were 681,515 shares as of .
Added: SPDR Select Sector Fund - Technology (XLK)Kays Financial Advisory Corp added to a holding in SPDR Select Sector Fund - Technology by 24.22%. The purchase prices were between $58.89 and $75.09, with an estimated average price of $68.3. The stock is now traded at around $78.86. The impact to a portfolio due to this purchase was 0.51%. The holding were 161,395 shares as of .
Added: Apple Inc (AAPL)Kays Financial Advisory Corp added to a holding in Apple Inc by 53.84%. The purchase prices were between $142.19 and $195.09, with an estimated average price of $169.29. The stock is now traded at around $205.28. The impact to a portfolio due to this purchase was 0.42%. The holding were 29,127 shares as of .
Sold Out: SPDR Bloomberg Barclays Investment Grade Floating (FLRN)Kays Financial Advisory Corp sold out a holding in SPDR Bloomberg Barclays Investment Grade Floating . The sale prices were between $30.33 and $30.7, with an estimated average price of $30.58.
Sold Out: iShares Short-Term Corporate Bond ETF (IGSB)Kays Financial Advisory Corp sold out a holding in iShares Short-Term Corporate Bond ETF. The sale prices were between $51.64 and $52.87, with an estimated average price of $52.18.
Sold Out: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Kays Financial Advisory Corp sold out a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The sale prices were between $103.91 and $110.19, with an estimated average price of $107.79.
Sold Out: iShares MSCI Emerging Index Fund (EEM)Kays Financial Advisory Corp sold out a holding in iShares MSCI Emerging Index Fund. The sale prices were between $38.45 and $43.71, with an estimated average price of $42.03.
Sold Out: Schwab U.S. Large-Cap Value (SCHV)Kays Financial Advisory Corp sold out a holding in Schwab U.S. Large-Cap Value. The sale prices were between $48.54 and $55.48, with an estimated average price of $53.19.
Sold Out: Schwab U.S. Small-Cap (SCHA)Kays Financial Advisory Corp sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $59.85 and $72, with an estimated average price of $68.33.
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