SOA Wealth Advisors

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

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Positions held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for SOA Wealth Advisors

Companies in the SOA Wealth Advisors portfolio as of the March 2022 quarterly 13F filing

SOA Wealth Advisors has 1028 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 12.0 $49M +2% 281k 174.61
Ishares Russell Top 200 Growth Etf Etf (IWY) 5.1 $21M +47% 133k 158.86
Vanguard S&p 500 Etf Etf (VOO) 5.1 $21M 50k 415.16
Microsoft Corp Stock (MSFT) 3.2 $13M 42k 308.30
Amazon Stock (AMZN) 2.9 $12M -17% 3.6k 3259.84
Ishares Select Dividend Etf Etf (DVY) 2.8 $11M -2% 88k 128.13
Vanguard Mid-cap Growth Index Fund Etf (VOT) 2.5 $10M +296% 46k 222.81
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.2 $9.1M +5% 26k 352.91
Ishares Msci Eafe Esg Select Etf Etf (ESGD) 2.1 $8.7M 118k 73.73
Ark Innovation Etf Etf (ARKK) 2.0 $8.1M -6% 123k 66.29
Nvidia Corporation Stock (NVDA) 1.9 $7.9M 29k 272.86
Ishares S&p Small-cap 600 Growth Etf Etf (IJT) 1.8 $7.3M 59k 125.09
Ishares Russell 1000 Growth Etf Etf (IWF) 1.8 $7.3M 26k 277.60
Ishares S&p Small-cap Fund Etf (IJR) 1.6 $6.6M 62k 107.87

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Ishares Msci Kld 400 Social Etf Etf (DSI) 1.6 $6.4M 74k 86.62
Ishares U.s. Real Estate Etf Etf (IYR) 1.4 $5.9M 54k 108.22
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK) 1.3 $5.5M 71k 77.26
Ishares S&p Midcap Fund Etf (IJH) 1.3 $5.3M 20k 268.33
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.2 $5.0M -34% 1.8k 2781.20
Ishares S&p Small-cap 600 Value Etf Etf (IJS) 1.2 $4.9M 48k 102.39
Vanguard Mid-cap Value Index Fund Etf (VOE) 1.1 $4.7M +4% 32k 149.66
Invesco Qqq Trust Etf (QQQ) 1.1 $4.6M +9% 13k 362.52
Wp Carey Reit (WPC) 1.0 $4.2M 52k 80.82
Lam Research Corp Stock (LRCX) 1.0 $4.1M +1003% 7.7k 537.66
Disney Walt Stock (DIS) 0.9 $3.9M 28k 137.14
Ishares Core Dividend Growth Etf Etf (DGRO) 0.9 $3.9M 72k 53.40
Berkshire Hathaway Inc Del Cl A Stock (BRK.A) 0.9 $3.7M NEW 7.00 528857.14
Nike Inc Cl B Stock (NKE) 0.9 $3.7M 27k 134.53
Schwab Fundamental International Large Company Index Etf Etf (FNDF) 0.9 $3.5M 109k 32.23
Vanguard Mid-cap Index Fund Etf (VO) 0.9 $3.5M 15k 237.83
Vanguard Growth Index Fund Etf (VUG) 0.8 $3.4M 12k 287.55
Ishares Msci Usa Esg Select Etf Etf (SUSA) 0.8 $3.4M 35k 96.82
Ishares Core Msci Emerging Markets Etf Etf (IEMG) 0.8 $3.4M 61k 55.54
Vanguard Small-cap Index Fund Etf (VB) 0.8 $3.3M 16k 212.48
Ishares Msci Eafe Growth Etf Etf (EFG) 0.8 $3.2M 34k 96.24
Ishares Russell 1000 Value Etf Etf (IWD) 0.8 $3.2M 19k 165.95
Jpmorgan Chase & Co Stock (JPM) 0.8 $3.1M 23k 136.28
Vanguard Small-cap Value Index Fund Etf (VBR) 0.7 $3.0M 17k 175.90
Vanguard Value Index Fund Etf (VTV) 0.7 $2.8M 19k 147.76
Ark Next Generation Internet Etf Etf (ARKW) 0.7 $2.7M -18% 31k 87.22
Ishares Core S&p 500 Etf Etf (IVV) 0.6 $2.7M 5.9k 453.55
Spdr S&p 500 Etf Etf (SPY) 0.6 $2.5M 5.5k 451.67
Ameriprise Finl Stock (AMP) 0.6 $2.4M 8.2k 300.33
Nextera Energy Stock (NEE) 0.6 $2.4M +6% 29k 84.70
Oracle Corp Stock (ORCL) 0.6 $2.4M 29k 82.72
Mcdonalds Corp Stock (MCD) 0.6 $2.3M 9.2k 247.27
Cisco Sys Stock (CSCO) 0.6 $2.3M +10% 41k 55.76
Ark Genomic Revolution Etf Etf (ARKG) 0.5 $2.2M -20% 48k 45.92
Consolidated Edison Stock (ED) 0.5 $2.2M +9% 23k 94.65
Tesla Stock (TSLA) 0.5 $2.1M -6% 1.9k 1077.24
Ark Autonomous Technology & Robotics Etf Etf (ARKQ) 0.5 $2.0M -22% 30k 67.65
United Parcel Service Inc Cl B Stock (UPS) 0.5 $2.0M +4% 9.1k 214.46
Spdr S&p Midcap 400 Etf Etf (MDY) 0.4 $1.7M 3.6k 490.43
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) 0.4 $1.7M 16k 109.63
Johnson & Johnson Stock (JNJ) 0.4 $1.7M +3% 9.5k 177.25
Verizon Communications Stock (VZ) 0.4 $1.7M +172% 33k 50.91
Block Inc Cl A Stock (SQ) 0.4 $1.5M +3984% 11k 135.55
Intel Corp Stock (INTC) 0.4 $1.5M +346% 30k 49.54
Ishares Core High Dividend Etf Etf (HDV) 0.3 $1.4M +3% 13k 106.86
American Express Stock (AXP) 0.3 $1.3M 7.1k 186.89
Best Buy Stock (BBY) 0.3 $1.3M +419% 14k 90.88
Vanguard Information Technology Index Fund Etf (VGT) 0.3 $1.3M +21% 3.1k 416.29
Cyberark Software Stock (CYBR) 0.3 $1.3M -5% 7.7k 168.72
Ishares U.s. Healthcare Etf Etf (IYH) 0.3 $1.3M +21% 4.5k 288.63
Ishares Msci Emerging Markets Etf Etf (EEM) 0.3 $1.1M 25k 45.14
Chevron Corp Stock (CVX) 0.3 $1.1M 6.9k 162.77
Grainger W W Stock (GWW) 0.3 $1.0M +3% 2.0k 515.68
Invesco Fundamental High Yield Corporate Bond Etf Etf (PHB) 0.3 $1.0M -10% 56k 18.36
Ai Powered Equity Etf Etf (AIEQ) 0.2 $963k -2% 26k 36.85
Ishares S&p 500 Value Etf Etf (IVE) 0.2 $941k 6.0k 155.59
Meta Platforms Inc Cl A Stock (FB) 0.2 $859k +15% 3.9k 222.25
Procter And Gamble Stock (PG) 0.2 $854k +8% 5.6k 152.66
Home Depot Stock (HD) 0.2 $851k 2.8k 299.33
Ishares Russell 2000 Growth Etf Etf (IWO) 0.2 $821k -4% 3.2k 255.68
Netflix Stock (NFLX) 0.2 $821k 2.2k 374.54
Cleveland-cliffs Stock (CLF) 0.2 $805k NEW 25k 32.20
Ishares Msci Eafe Value Etf Etf (EFV) 0.2 $805k 16k 50.23
Pfizer Stock (PFE) 0.2 $782k +3% 15k 51.71
Bk Of America Corp Stock (BAC) 0.2 $755k 18k 41.18
Lauder Estee Cos Inc Cl A Stock (EL) 0.2 $750k 2.8k 272.03
Financial Select Sector Spdr Fund Etf (XLF) 0.2 $738k 19k 38.28
Merck & Co Stock (MRK) 0.2 $733k +4% 8.9k 81.95
Pepsico Stock (PEP) 0.2 $718k 4.3k 167.29
Visa Inc Com Cl A Stock (V) 0.2 $658k -5% 3.0k 221.55
Vanguard High Dividend Yield Etf Etf (VYM) 0.2 $626k 5.6k 112.21
Oshkosh Corp Stock (OSK) 0.2 $624k -2% 6.2k 100.53
Global X Social Media Index Fund Etf (SOCL) 0.1 $602k 14k 42.26
Vanguard Small-cap Growth Index Fund Etf (VBK) 0.1 $595k +45% 2.4k 247.81
Boeing Stock (BA) 0.1 $579k -8% 3.0k 191.47
Ishares Msci Eafe Etf Etf (EFA) 0.1 $579k +2% 7.9k 73.54
Alphabet Inc Cap Stk Cl C Stock (GOOG) 0.1 $575k +4% 206.00 2791.26
Ishares Russell 1000 Etf Etf (IWB) 0.1 $561k 2.2k 250.00
Advanced Micro Devices Stock (AMD) 0.1 $559k 5.1k 109.33
Vanguard Tax-exempt Bond Etf Etf (VTEB) 0.1 $547k +2% 11k 51.54
Coca Cola Stock (KO) 0.1 $513k 8.3k 61.93
Salesforce Stock (CRM) 0.1 $508k -3% 2.4k 212.11
Ishares Global Consumer Staples Etf Etf (KXI) 0.1 $508k -3% 8.2k 62.10
Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 0.1 $504k 4.7k 106.94
Texas Instrs Stock (TXN) 0.1 $504k +25% 2.7k 183.41
Thermo Fisher Scientific Stock (TMO) 0.1 $493k 835.00 590.42
Lockheed Martin Corp Stock (LMT) 0.1 $482k 1.1k 441.39
At&t Stock (T) 0.1 $478k +3% 20k 23.59
Ishares Russell Mid-cap Etf Etf (IWR) 0.1 $477k 6.1k 77.99
Ishares Russell 2000 Etf Etf (IWM) 0.1 $466k 2.3k 205.02
Vanguard Short-term Corporate Bond Index Fund Etf (VCSH) 0.1 $451k 5.8k 78.03
Ark Fintech Innovation Etf Etf (ARKF) 0.1 $438k -50% 15k 29.04
Unitedhealth Group Stock (UNH) 0.1 $423k -13% 830.00 509.64
Wisdomtree International Largecap Dividend Fund Etf (DOL) 0.1 $418k -16% 8.6k 48.52
Union Pac Corp Stock (UNP) 0.1 $417k 1.5k 272.73
Walmart Stock (WMT) 0.1 $409k -2% 2.7k 148.89
Exxon Mobil Corp Stock (XOM) 0.1 $408k -6% 4.9k 82.46
Goldman Sachs Group Stock (GS) 0.1 $403k 1.2k 330.06
Interpublic Group Cos Stock (IPG) 0.1 $397k 11k 35.39
Ishares U.s. Financials Etf Etf (IYF) 0.1 $375k 4.4k 84.50
Abbvie Stock (ABBV) 0.1 $364k 2.2k 162.14
Ft Cboe Vest U.s. Equity Deep Buffer Etf - December Etf (DDEC) 0.1 $351k 11k 32.27
Alliancebernstein Global High Cef (AWF) 0.1 $349k 31k 11.16
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD) 0.1 $346k 2.9k 120.77
International Business Machs Stock (IBM) 0.1 $346k +18% 2.7k 129.78
Blackstone Stock (BX) 0.1 $344k 2.7k 126.84
Vanguard Total Stock Market Index Fund Etf (VTI) 0.1 $343k +123% 1.5k 227.45
Ishares U.s. Technology Etf Etf (IYW) 0.1 $343k 3.3k 103.03
Starbucks Corp Stock (SBUX) 0.1 $340k -5% 3.7k 90.91
Vanguard Total Bond Market Index Fund Etf (BND) 0.1 $337k 4.2k 79.37
Health Care Select Sector Spdr Fund Etf (XLV) 0.1 $335k +215% 2.4k 136.85
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.1 $330k 4.4k 75.79
Target Corp Stock (TGT) 0.1 $329k +60% 1.6k 211.71
Ishares International Developed Property Etf Etf (WPS) 0.1 $327k -15% 9.2k 35.38
Marsh & Mclennan Cos Stock (MMC) 0.1 $316k 1.9k 170.08
Skyworks Solutions Stock (SWKS) 0.1 $313k -2% 2.4k 133.08
America First Multifamily Invs Ben Unit Ctf Stock (ATAX) 0.1 $313k 52k 6.04
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $290k +267% 3.8k 76.38
Adobe Systems Incorporated Stock (ADBE) 0.1 $286k 628.00 455.41
Ishares Moderate Allocation Fund Etf (AOM) 0.1 $279k 6.5k 42.82
Cvs Health Corp Stock (CVS) 0.1 $274k +44% 2.7k 101.11
Yum Brands Stock (YUM) 0.1 $273k 2.3k 118.34
Spdr Dow Jones Industrial Average Etf Etf (DIA) 0.1 $272k 787.00 345.62
Workday Inc Cl A Stock (WDAY) 0.1 $269k +12% 1.1k 239.11
Booking Holdings Stock (BKNG) 0.1 $258k 110.00 2345.45
Qualcomm Stock (QCOM) 0.1 $254k 1.7k 152.46
Ishares Tips Bond Etf Etf (TIP) 0.1 $250k 2.0k 124.56
Technology Select Sector Spdr Fund Etf (XLK) 0.1 $249k +61% 1.6k 158.90
Intercontinental Exchange Stock (ICE) 0.1 $243k 1.8k 131.71
Invesco Aerospace & Defense Etf Etf (PPA) 0.1 $242k 3.1k 78.29
Comcast Corp New Cl A Stock (CMCSA) 0.1 $233k 5.0k 46.75
Invesco Dynamic Building & Construction Etf Etf (PKB) 0.1 $229k -5% 5.3k 42.88
Diageo Adr (DEO) 0.1 $229k 1.1k 202.48
Colgate Palmolive Stock (CL) 0.1 $229k +35% 3.0k 75.60
Spdr S&p Semiconductor Etf Etf (XSD) 0.1 $229k NEW 1.1k 207.05
Danaher Corporation Stock (DHR) 0.1 $221k 756.00 292.33
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.1 $218k NEW 1.3k 170.71
Enterprise Prods Partners Stock (EPD) 0.1 $216k 8.4k 25.69
Ishares Core Msci Eafe Etf Etf (IEFA) 0.1 $216k 3.1k 69.28
Vanguard Mega Cap Growth Etf Etf (MGK) 0.1 $215k +11312% 913.00 235.49
Blackrock Health Sciences Tr Cef (BME) 0.1 $211k 4.6k 45.47
Ishares Expanded Tech Sector Etf Etf (IGM) 0.1 $209k NEW 540.00 387.04
Invesco Global Clean Energy Etf Etf (PBD) 0.0 $205k 8.3k 24.80
Ishares Russell 2000 Value Etf Etf (IWN) 0.0 $201k 1.3k 160.80
Ishares Expanded Tech-software Sector Etf Etf (IGV) 0.0 $199k NEW 577.00 344.89
S&p Global Stock (SPGI) 0.0 $198k +469% 484.00 409.09
Bristol-myers Squibb Stock (BMY) 0.0 $197k 2.7k 72.69
Helen Of Troy Stock (HELE) 0.0 $195k 1.0k 195.00
Cigna Corp Stock (CI) 0.0 $194k 811.00 239.21
Taiwan Semiconductor Mfg Adr (TSM) 0.0 $192k +8% 1.9k 103.78
Pool Corp Stock (POOL) 0.0 $192k 456.00 421.05
Ft Cboe Vest International Equity Buffer Etf - December Etf (YDEC) 0.0 $188k 9.2k 20.37
Schwab U.s. Large-cap Growth Etf Etf (SCHG) 0.0 $188k +13861% 2.5k 74.81
Deere & Co Stock (DE) 0.0 $186k 450.00 413.33
Ft Cboe Vest Nasdaq-100 Buffer Etf - December Etf (QDEC) 0.0 $186k 8.4k 22.27
Paychex Stock (PAYX) 0.0 $185k 1.4k 136.33
Stag Indl Reit (STAG) 0.0 $182k 4.4k 41.30
Fidelity Nasdaq Composite Index Tracking Stock Fund Etf (ONEQ) 0.0 $181k NEW 3.3k 55.30
Ft Cboe Vest U.s. Equity Buffer Etf - December Etf (FDEC) 0.0 $181k +17% 5.3k 33.98
Wisdomtree International Midcap Dividend Fund Etf (DIM) 0.0 $180k 2.8k 64.03
Intuit Stock (INTU) 0.0 $180k 375.00 480.00
Automatic Data Processing Stock (ADP) 0.0 $178k 785.00 226.75
Lilly Eli & Co Stock (LLY) 0.0 $176k +107% 617.00 285.25
Dominion Energy Stock (D) 0.0 $175k 2.1k 84.54
Ishares Morningstar Growth Etf Etf (ILCG) 0.0 $175k 2.7k 64.79
Invesco Global Water Etf Etf (PIO) 0.0 $173k 4.8k 36.38
Proshares Ultra Dow 30 Etf (DDM) 0.0 $172k 2.4k 72.57
Main Str Cap Corp Cef (MAIN) 0.0 $165k 3.9k 42.49
Analog Devices Stock (ADI) 0.0 $164k 993.00 165.16
Honeywell Intl Stock (HON) 0.0 $164k -7% 845.00 194.08
Lowes Cos Stock (LOW) 0.0 $164k 812.00 201.97
Royal Bk Cda Stock (RY) 0.0 $162k 1.5k 109.83
Bio-techne Corp Stock (TECH) 0.0 $158k 367.00 430.52
Assured Guaranty Stock (AGO) 0.0 $158k 2.5k 63.50
Aon Plc Shs Cl A Stock (AON) 0.0 $154k 475.00 324.21
Ishares 1-3 Year Treasury Bond Etf Etf (SHY) 0.0 $153k 1.8k 83.15
Abbott Labs Stock (ABT) 0.0 $152k -5% 1.3k 118.38
Linde Stock (LIN) 0.0 $151k 475.00 317.89
Amgen Stock (AMGN) 0.0 $150k 621.00 241.55
Omnicom Group Stock (OMC) 0.0 $149k 1.8k 84.32
Alibaba Group Hldg Adr (BABA) 0.0 $147k -49% 1.4k 108.33
Ishares Russell Top 200 Etf Etf (IWL) 0.0 $146k -9% 1.4k 107.91
Mplx Lp Com Unit Rep Stock (MPLX) 0.0 $144k -2% 4.3k 33.16
Pioneer Nat Res Stock (PXD) 0.0 $143k 575.00 248.70
American Airls Group Stock (AAL) 0.0 $143k -2% 7.8k 18.24
Ofs Cap Corp Cef (OFS) 0.0 $142k +2% 11k 12.98
Ishares Russell Mid-cap Growth Etf Etf (IWP) 0.0 $140k 1.4k 100.21
Assurant Stock (AIZ) 0.0 $139k 766.00 181.46
Nucor Corp Stock (NUE) 0.0 $138k +9% 934.00 147.75
General Mtrs Stock (GM) 0.0 $137k +12% 3.2k 43.49
Schlumberger Ltd Com Stk Stock (SLB) 0.0 $136k 3.3k 41.26
Tekla Healthcare Invs Sh Ben Int Cef (HQH) 0.0 $135k 6.5k 20.70
Ishares Semiconductor Fund Etf (SOXX) 0.0 $133k NEW 281.00 473.31
Costco Whsl Corp Stock (COST) 0.0 $132k -19% 229.00 576.42
3M Stock (MMM) 0.0 $132k -6% 891.00 148.15
Ishares Biotechnology Fund Etf (IBB) 0.0 $131k 1.0k 129.83
Vanguard International Dividend Appreciation Etf Etf (VIGI) 0.0 $126k 1.6k 78.60
Signature Bk New York N Y Stock (SBNY) 0.0 $123k +57% 420.00 292.86
Ebay Stock (EBAY) 0.0 $122k 2.1k 56.98
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.0 $119k 4.6k 25.92
Invesco S&p 500 Equal Weight Health Care Etf Etf (RYH) 0.0 $117k NEW 382.00 306.28
Paypal Hldgs Stock (PYPL) 0.0 $117k -90% 1.0k 115.04
Invesco S&p 500 Equal Weight Industrials Etf Etf (RGI) 0.0 $114k 608.00 187.50
Anthem Stock (ANTM) 0.0 $112k 228.00 491.23
Ishares U.s. Energy Etf Etf (IYE) 0.0 $111k +5% 2.7k 40.70
Nuveen New York Amt Qlt Municp Cef (NRK) 0.0 $111k 9.2k 12.03
Vanguard Total International Stock Etf Etf (VXUS) 0.0 $109k 1.8k 59.34
Coherent Stock (COHR) 0.0 $109k NEW 400.00 272.50
Edwards Lifesciences Corp Stock (EW) 0.0 $107k 915.00 116.94
Delta Air Lines Inc Del Stock (DAL) 0.0 $101k 2.6k 39.36
Vanguard Consumer Discretionary Index Fund Etf (VCR) 0.0 $101k 332.00 304.22
Ishares U.s. Infrastructure Etf Etf (IFRA) 0.0 $100k 2.6k 38.88
Ishares U.s. Utilities Etf Etf (IDU) 0.0 $99k 1.1k 90.99
Real Estate Select Sector Spdr Fund Etf (XLRE) 0.0 $99k 2.1k 48.13
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG) 0.0 $98k 1.2k 82.21
Kite Rlty Group Tr Reit (KRG) 0.0 $97k 4.3k 22.65
Unum Group Stock (UNM) 0.0 $97k 3.1k 31.45
Caterpillar Stock (CAT) 0.0 $97k 436.00 222.48
Hartford Finl Svcs Group Stock (HIG) 0.0 $95k 1.3k 71.75
Wells Fargo Stock (WFC) 0.0 $94k +11% 2.0k 48.06
Sempra Stock (SRE) 0.0 $93k 556.00 167.27
Cummins Stock (CMI) 0.0 $93k 457.00 203.50
Air Prods & Chems Stock (APD) 0.0 $93k 372.00 250.00
Invesco Dwa Healthcare Momentum Etf Etf (PTH) 0.0 $93k 698.00 133.24
Vaneck Semiconductor Etf Etf (SMH) 0.0 $90k 335.00 268.66
Vaneck Gold Miners Etf Etf (GDX) 0.0 $89k 2.3k 37.97
Hasbro Stock (HAS) 0.0 $89k 1.1k 81.58
Yum China Hldgs Stock (YUMC) 0.0 $88k 2.1k 41.10
Schwab Charles Corp Stock (SCHW) 0.0 $88k +22% 1.0k 84.13
Vanguard Total International Bond Etf Etf (BNDX) 0.0 $86k 1.7k 51.93
Ishares Growth Allocation Fund Etf (AOR) 0.0 $86k +2% 1.6k 53.88
General Electric Stock (GE) 0.0 $86k 941.00 91.39
Nuveen Pfd & Incm Securties Cef (JPS) 0.0 $85k 10k 8.39
Webster Finl Corp Stock (WBS) 0.0 $85k NEW 1.5k 55.63
Xcel Energy Stock (XEL) 0.0 $85k 1.2k 71.49
Ishares Cohen & Steers Reit Etf Etf (ICF) 0.0 $83k 1.2k 70.88

Past Filings by SOA Wealth Advisors

SEC 13F filings are viewable for SOA Wealth Advisors going back to 2020