MML INVESTORS SERVICES, LLC
Institutional investor · Portfolio as of Q4 2020
Top Holdings1,659 positions
ISHARES TR | 908,127 | $340.9M | 3.6% | $253.96 | +36.51% | 9 qtrssince 2018-Q4 | Increased 64 |
INVESCO QQQ TR | 679,716 | $213.3M | 2.3% | $166.33 | +82.60% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 1.4M | $192.1M | 2.1% | $42.62 | +202.25% | 9 qtrssince 2018-Q4 | Increased 54 |
ISHARES TR | 2M | $174.4M | 1.9% | $61.07 | +30.98% | 9 qtrssince 2018-Q4 | Increased 64 |
STATE STR SPDR S&P 500 ETF T | 456,903 | $170.8M | 1.8% | $230.06 | +50.53% | 9 qtrssince 2018-Q4 | Decreased 0 |
MICROSOFT CORP | 641,048 | $142.6M | 1.5% | $122.95 | +72.48% | 9 qtrssince 2018-Q4 | Increased 52 |
AMAZON COM INC | 43,290 | $141M | 1.5% | $94.07 | +73.12% | 9 qtrssince 2018-Q4 | Increased 51 |
Vanguard Morningstar Growth ETF | 554,351 | $140.4M | 1.5% | $23.64 | +73.11% | 9 qtrssince 2018-Q4 | Increased 50 |
iShares Edge MSCI Min Vol USA ETF | 1.7M | $118.8M | 1.3% | $50.44 | +22.78% | 9 qtrssince 2018-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 294,077 | $101.1M | 1.1% | $209.97 | +51.05% | 9 qtrssince 2018-Q4 | Increased 47 |
ISHARES TR | 2.2M | $99M | 1.1% | $29.53 | +33.36% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES TR | 697,210 | $96.3M | 1.0% | $104.22 | +6.87% | 9 qtrssince 2018-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 GROWTH | 391,706 | $94.5M | 1.0% | $32.03 | +82.08% | 9 qtrssince 2018-Q4 | Decreased 0 |
Vanguard Morningstar Value ETF | 777,324 | $92.5M | 1.0% | $83.81 | +24.01% | 9 qtrssince 2018-Q4 | Increased 45 |
ISHARES TR | 3.4M | $91.6M | 1.0% | $22.26 | +6.24% | 9 qtrssince 2018-Q4 | Increased 48 |
ISHARES TR | 812,085 | $81.9M | 0.9% | $77.43 | +20.37% | 9 qtrssince 2018-Q4 | Increased 45 |
Vanguard Dividend Appreciation | 540,489 | $76.3M | 0.8% | $87.96 | +44.57% | 9 qtrssince 2018-Q4 | Increased 43 |
ISHARES INC | 1.8M | $74.1M | 0.8% | $24.74 | +48.20% | 8 qtrssince 2019-Q1 | Increased 57 |
ISHARES TR | 791,511 | $72.7M | 0.8% | $61.62 | +36.58% | 9 qtrssince 2018-Q4 | Decreased 0 |
iShares Core MSCI EAFE ETF | 1M | $72.2M | 0.8% | $46.45 | +27.67% | 9 qtrssince 2018-Q4 | Increased 43 |
MML INVESTORS SERVICES, LLC manages $9.4B across 1659 positions as of Q4 2020. Top holdings: IVV (3.6%), QQQ (2.3%), AAPL (2.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4/5.0.
Active quarter - 167 new positions, 78 exits, 890 increased. Top move: IVV (INCREASED, conviction 64). Portfolio: $9.4B across 1659 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