INVESTED ADVISORS - Portfolio overview

INVESTED ADVISORS has 159 reported holdings in this dataset, with the latest filing dated 2026-04-29.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. AGG - ISHARES TR, 4.79%
2. SUB - ISHARES TR, 4.53%
3. IVV - ISHARES TR, 3.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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