Forethought Investment Advisors

Latest statistics and disclosures from Global Atlantic Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are IVV, AGG, EFA, IJH, IGIB, and represent 88.65% of Global Atlantic Investment Advisors's stock portfolio.
  • Added to shares of these 3 stocks: AGG, IGIB, FLOT.
  • Reduced shares in these 5 stocks: IVV (-$6.5M), EFA (-$5.8M), IJH, IWM, IWB.
  • Global Atlantic Investment Advisors was a net seller of stock by $-11M.
  • Global Atlantic Investment Advisors has $678M in assets under management (AUM), dropping by 1.38%.
  • Central Index Key (CIK): 0001581833

Portfolio Holdings for Global Atlantic Investment Advisors

Global Atlantic Investment Advisors holds 8 positions in its portfolio as reported in the September 2016 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 49.3 $334M 1.5M 217.56
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iShares Lehman Aggregate Bond (AGG) 14.6 $99M +3% 882k 112.42
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iShares MSCI EAFE Index Fund (EFA) 11.2 $76M -7% 1.3M 59.13
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iShares S&P MidCap 400 Index (IJH) 8.3 $57M -3% 366k 154.71
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iShares Barclays Inter Crd Bd Fund ETF) (IGIB) 5.2 $35M +3% 316k 111.35
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Ishares Tr fltg rate nt (FLOT) 4.6 $31M +3% 617k 50.75
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iShares Russell 1000 Index (IWB) 3.5 $24M -2% 198k 120.46
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iShares Russell 2000 Index (IWM) 3.2 $22M -6% 175k 124.21
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Past Filings by Global Atlantic Investment Advisors

SEC 13F filings are viewable for Global Atlantic Investment Advisors going back to 2014