KLS Professional Advisors

Latest statistics and disclosures from KLS Professional Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPY, MDY, IVV, IJH, VTI, and represent 99.80% of KLS Professional Advisors's stock portfolio.
  • Added to shares of these 3 stocks: IVV (+$8.39M), IJH, VTI.
  • Reduced shares in these 3 stocks: SPY, MDY, Wisdomtree Tr intl hedge eqt.
  • KLS Professional Advisors was a net buyer of stock by $5.16M.
  • KLS Professional Advisors has $466.93M in assets under management (AUM), growing by 3.38%.

Companies in the KLS Professional Advisors portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
SPDR S&P; 500 ETF (SPY) 40.98 761715 251.23
SPDR S&P; MidCap 400 ETF (MDY) 27.34 391218 326.33
iShares S&P; 500 Index (IVV) 19.98 368777 +9% 252.93
iShares S&P; MidCap 400 Index (IJH) 9.77 254924 +4% 178.90
Vanguard Total Stock Market ETF (VTI) 1.74 62556 +4% 129.52
iShares S&P; SmallCap 600 Index (IJR) 0.14 8608 74.12
Wisdomtree Tr intl hedge eqt 0.06 4317 -6% 64.63

Past 13F-HR SEC Filings by KLS Professional Advisors

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