63. Heritage Wealth Advisors

Rank: 63
Location: Richmond, VA
Total Assets: $3,325,396,224
ETF Assets: $855,822,912
Website: www.heritagewealth.net

Firm Data Provided By: RIA DatabaseETF Data as of 12/31/22

All ETF Holdings

Number of ETFs: 106
Total Value of All ETF Holdings: $855,822,912
Number of Issuers: 17
Number of Sectors: 28
  • Top 5 ETF Holdings
    1. IVV: $297,527,131
    2. VTIP: $200,340,063
    3. IEFA: $100,888,428
    4. ITOT: $52,070,722
    5. IWS: $48,128,607
  • Top 5 ETF Sectors
    1. Large Cap Growth Equities
    2. Inflation-Protected Bonds
    3. Foreign Large Cap Equities
    4. All Cap Equities
    5. Emerging Markets Equities
  • Top 5 ETF Issuers
    1. iShares
    2. Vanguard
    3. Invesco
    4. State Street SPDR
    5. American Century

Top 20 ETF Holdings

ETF Ownership - By Year

ETF Ownership - By Quarter



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https://www.heritagewealth.net 2023 Top 100 ETF Power Users