MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q2 2021
Top Holdings1,894 positions
ISHARES TR | 879,973 | $378.3M | 3.2% | $262.17 | +52.40% | 11 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 2.4M | $234.9M | 2.0% | $65.16 | +41.32% | 11 qtrssince 2018-Q4 | Increased 52 |
INVESCO QQQ TR | 657,529 | $233M | 2.0% | $167.11 | +106.65% | 11 qtrssince 2018-Q4 | Increased 48 |
APPLE INC | 1.6M | $214.1M | 1.8% | $49.22 | +171.03% | 11 qtrssince 2018-Q4 | Increased 52 |
MICROSOFT CORP | 703,281 | $190.5M | 1.6% | $133.48 | +94.40% | 11 qtrssince 2018-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 428,647 | $183.5M | 1.5% | $230.06 | +73.47% | 11 qtrssince 2018-Q4 | Decreased 0 |
AMAZON COM INC | 51,767 | $178.1M | 1.5% | $105.24 | +63.44% | 11 qtrssince 2018-Q4 | Increased 52 |
VANGUARD INDEX FDS | 578,784 | $166M | 1.4% | $24.57 | +89.09% | 11 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 1.2M | $135.5M | 1.1% | $75.14 | +38.37% | 11 qtrssince 2018-Q4 | Increased 55 |
ISHARES TR | 5M | $132M | 1.1% | $22.45 | +3.29% | 11 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 330,152 | $129.9M | 1.1% | $225.42 | +62.22% | 11 qtrssince 2018-Q4 | Increased 50 |
VANGUARD INDEX FDS | 884,140 | $121.5M | 1.0% | $88.10 | +37.82% | 11 qtrssince 2018-Q4 | Increased 52 |
ISHARES TR | 2.4M | $119.2M | 1.0% | $30.50 | +46.66% | 11 qtrssince 2018-Q4 | Increased 49 |
ISHARES TR | 2.2M | $113.2M | 1.0% | $40.10 | +3.12% | 11 qtrssince 2018-Q4 | Increased 51 |
ISHARES TR | 1.9M | $104M | 0.9% | $44.19 | +1.54% | 10 qtrssince 2019-Q1 | Increased 52 |
VANGUARD TAX-MANAGED FDS | 2M | $103.3M | 0.9% | $36.70 | +19.89% | 11 qtrssince 2018-Q4 | Increased 61 |
ISHARES TR | 376,796 | $102.3M | 0.9% | $32.03 | +105.54% | 11 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC | 40,846 | $99.7M | 0.8% | $62.67 | +92.97% | 11 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 364,512 | $98M | 0.8% | $33.70 | +47.96% | 11 qtrssince 2018-Q4 | Increased 50 |
ISHARES TR | 828,952 | $97.2M | 0.8% | $99.09 | +2.99% | 11 qtrssince 2018-Q4 | Increased 54 |
MML INVESTORS SERVICES, LLC manages $11.9B across 1894 positions as of Q2 2021. Top holdings: IVV (3.2%), ESGU (2.0%), QQQ (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 174 new positions, 76 exits, 1185 increased. Top move: IVV (INCREASED, conviction 61). Portfolio: $11.9B across 1894 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