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, CIU, and represent 88.65% of Global Atlantic Investment Advisors's stock portfolio.
  • Added to shares of these 3 stocks: AGG, CIU, Ishares Tr fltg rate nt.
  • Reduced shares in these 5 stocks: IVV (-$6.47M), EFA (-$5.85M), IJH, IWM, IWB.
  • Global Atlantic Investment Advisors was a net seller of stock by $10.52M.
  • Global Atlantic Investment Advisors has $677.94M in assets under management (AUM), growing by 1.38%.

Companies in the Global Atlantic Investment Advisors portfolio as of September 2016 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
iShares S&P; 500 Index (IVV) 49.28 1.54M 217.56
iShares Lehman Aggregate Bond (AGG) 14.62 881859 +3% 112.42
iShares MSCI EAFE Index Fund (EFA) 11.21 1.28M -7% 59.13
iShares S&P; MidCap 400 Index (IJH) 8.35 366031 -3% 154.71
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 5.19 315767 +3% 111.35
Ishares Tr fltg rate nt 4.62 617070 +3% 50.75
iShares Russell 1000 Index (IWB) 3.52 198282 -2% 120.46
iShares Russell 2000 Index (IWM) 3.21 175263 -6% 124.21

Past 13F-HR SEC Filings by Global Atlantic Investment Advisors

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