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Aurora Financial Advisors, LLC Historical SEC 13F Holdings & Archive (Q4 2017)
Aurora Financial Advisors, LLCCIK: 0001731392
Diversified strategyQuality / disciplined sizingLong-term holder
Total reported value
$139.6M
Reporting period: 2017-12-31 · Number of holdings: 187
Aurora Financial Advisors, LLC disclosed 187 holdings in its latest 13F filing for the period ending 2017-12-31, with total reported value of $139.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 4.26
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 50.79
- Diversification
- 100
- Sizing Uniformity
- 90.02
Aurora Financial Advisors, LLC's disclosed holdings carry a Herfindahl concentration index of 0.011 — mathematically equivalent to about 94 equally-sized positions, well below its 187 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.00), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 39% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Powershares ETF Tr Ii | ETF-Other | 4.29% | — | — | — |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 3.98% | — | — | — |
| 3 | AAPL | Apple Inc | Stock-Tech | 2.25% | — | — | — |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.95% | — | — | — |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.87% | — | — | — |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.75% | — | — | — |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.64% | — | — | — |
| 8 | XOM | Exxon Mobil CORP | Stock-Energy | 1.47% | — | — | — |
| 9 | PFE | Pfizer Inc | Stock-Healthcare | 1.43% | — | — | — |
| 10 | ADI | Analog Devices Inc | Stock-Tech | 1.38% | — | — | — |
| 11 | T | At&t Inc | Stock-Comm Services | 1.38% | — | — | — |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.37% | — | — | — |
| 13 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.33% | — | — | — |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.27% | — | — | — |
| 15 | UTXZ | United Tech CORP | Stock-Other | 1.07% | — | — | — |
| 16 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 1.06% | — | — | — |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | — | — | — |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.01% | — | — | — |
| 19 | C | Citigroup Inc | Stock-Financials | 1.00% | — | — | — |
| 20 | KKR | KKR & Co. Inc. | Stock-Financials | 0.97% | — | — | — |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.97% | — | — | — |
| 22 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.92% | — | — | — |
| 23 | SBUX | Starbucks CORP | Stock-Consumer Disc | 0.90% | — | — | — |
| 24 | ✓ | Invesco Financial Preferred ETF | ETF-Other | 0.90% | — | — | — |
| 25 | BXUSD | Blackstone Group Lp/the | Stock-Other | 0.89% | — | — | — |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.87% | — | — | — |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.87% | — | — | — |
| 28 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.87% | — | — | — |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | — | — | — |
| 30 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.82% | — | — | — |
| 31 | INTC | Intel CORP | Stock-Tech | 0.79% | — | — | — |
| 32 | RTN1USD | Raytheon Company | Stock-Other | 0.78% | — | — | — |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.77% | — | — | — |
| 34 | VAW | Vanguard Materials ETF | ETF-Other | 0.75% | — | — | — |
| 35 | CSCO | Cisco Systems Inc | Stock-Tech | 0.75% | — | — | — |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.74% | — | — | — |
| 37 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.74% | — | — | — |
| 38 | BKNG | Booking Holdings Inc. | Stock-Consumer Disc | 0.74% | — | — | — |
| 39 | EPD | Enterprise Products Partners | Stock-Energy | 0.74% | — | — | — |
| 40 | COF | Capital One Financial CORP | Stock-Financials | 0.72% | — | — | — |
| 41 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | — | — | — |
| 42 | MDT | Medtronic plc | Stock-Healthcare | 0.72% | — | — | — |
| 43 | MLPXUSD | Global X Mlp & Energy Infras | ETF-Other | 0.72% | — | — | — |
| 44 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.70% | — | — | — |
| 45 | DUK | Duke Energy CORP | Stock-Utilities | 0.69% | — | — | — |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.67% | — | — | — |
| 47 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.67% | — | — | — |
| 48 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.65% | — | — | — |
| 49 | CNA | Cna Financial CORP | Stock-Other | 0.63% | — | — | — |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.62% | — | — | — |
1–50 of 187
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Aurora Financial Advisors, LLC and what type of investor is it?
Aurora Financial Advisors, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-12-31), the firm manages a tracked equity portfolio valued at approximately $139.6M, spread across 187 disclosed positions.
What are Aurora Financial Advisors, LLC's largest equity positions?
Based on the latest 13F filing, Aurora Financial Advisors, LLC's top holdings by market value are:
1. Powershares ETF Tr Ii — $6.0M (4.3%)
2. Ishares Msci USA Min Vol Fac (USMV) — $5.6M (4.0%)
3. Apple Inc (AAPL) — $3.1M (2.3%)
4. Johnson & Johnson (JNJ) — $2.7M (1.9%)
5. Jpmorgan Chase & Co (JPM) — $2.6M (1.9%)
What changes did Aurora Financial Advisors, LLC make in its most recent portfolio filing?
No notable portfolio changes were recorded for Aurora Financial Advisors, LLC in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Aurora Financial Advisors, LLC focus on?
Aurora Financial Advisors, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Health Care: 23.2%
• Financials: 21.3%
• Information Technology: 20.0%
• Communication Services: 12.8%
• Consumer Staples: 7.8%
• Energy: 7.2%
Investment Profile
Aurora Financial Advisors, LLC's portfolio is broadly diversified and long-term-holding.
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Developer Access
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