MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q1 2021
Top Holdings1,796 positions
ISHARES TR | 830,347 | $330.3M | 3.2% | $253.96 | +45.16% | 10 qtrssince 2018-Q4 | Decreased 0 |
INVESCO QQQ TR | 654,661 | $208.9M | 2.0% | $166.33 | +83.62% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 2.2M | $201.3M | 1.9% | $63.08 | +34.35% | 10 qtrssince 2018-Q4 | Increased 53 |
APPLE INC | 1.5M | $178.2M | 1.7% | $43.20 | +174.91% | 10 qtrssince 2018-Q4 | Increased 48 |
STATE STR SPDR S&P 500 ETF T | 431,867 | $171.2M | 1.6% | $230.06 | +60.09% | 10 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 673,007 | $158.7M | 1.5% | $127.82 | +76.29% | 10 qtrssince 2018-Q4 | Increased 50 |
AMAZON COM INC | 48,040 | $148.6M | 1.4% | $100.06 | +54.61% | 10 qtrssince 2018-Q4 | Increased 53 |
VANGUARD INDEX FDS | 558,279 | $143.5M | 1.4% | $23.77 | +74.97% | 10 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 4.7M | $124.1M | 1.2% | $22.41 | +1.62% | 10 qtrssince 2018-Q4 | Increased 63 |
VANGUARD INDEX FDS | 312,334 | $113.8M | 1.1% | $217.42 | +55.17% | 10 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1M | $112.5M | 1.1% | $70.62 | +41.12% | 10 qtrssince 2018-Q4 | Increased 60 |
ISHARES TR | 2.3M | $109.6M | 1.0% | $29.89 | +42.69% | 10 qtrssince 2018-Q4 | Increased 49 |
VANGUARD INDEX FDS | 815,684 | $107.2M | 1.0% | $85.30 | +35.38% | 10 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 380,124 | $92.4M | 0.9% | $32.03 | +83.79% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 1.8M | $90.5M | 0.9% | $39.81 | +0.63% | 10 qtrssince 2018-Q4 | Increased 68 |
ISHARES TR | 1.5M | $80.7M | 0.8% | $44.01 | +0.13% | 9 qtrssince 2019-Q1 | Increased 68 |
ISHARES TR | 1.2M | $80M | 0.8% | $50.44 | +25.65% | 10 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 38,409 | $79.2M | 0.8% | $58.98 | +73.21% | 10 qtrssince 2018-Q4 | Increased 43 |
ISHARES TR | 786,619 | $79M | 0.8% | $77.43 | +19.19% | 10 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 303,401 | $79M | 0.8% | $30.44 | +58.20% | 10 qtrssince 2018-Q4 | Decreased 0 |
MML INVESTORS SERVICES, LLC manages $10.5B across 1796 positions as of Q1 2021. Top holdings: IVV (3.2%), QQQ (2.0%), ESGU (1.9%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 196 new positions, 59 exits, 1079 increased. Top move: EFV (INCREASED, conviction 68). Portfolio: $10.5B across 1796 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR