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JNBA Financial Advisors Q4 2022 vs. Q1 2023 13F Holdings Comparison

Ava Hoppe | 10 May, 2023

As we move further into 2023, it's time to take a look back at the holdings of JNBA Financial Advisors in Q4 of 2022 and Q1 of 2023. The data shows us some interesting trends and changes, as well as hints at potential market insights.

Let's start with the top holdings of JNBA Financial Advisors in these two quarters. The two biggest holdings were in FNDF, which increased in shares by 12.4%, and SPDW, which also increased by 1.7%. Interestingly, these two holdings are fundamentally different, with FNDF investing in companies outside of the U.S. and SPDW providing exposure to global markets at a low cost. These holdings may hint at the investment firm's outlook on international investments in comparison to domestic ones.

Another notable increase in holdings was in VCSH, which saw an increase of a whopping 111.4%. The Vanguard Scottsdale Funds seeks to provide yield and stability, which can be attractive to investors who are seeking low-risk assets. This move suggests that JNBA Financial Advisors is allocating more assets towards a safer investment strategy.

On the other hand, some holdings saw a decrease in shares, such as AFL which decreased by 2.5% and BSV which decreased by 23.4%. These moves could signify a rebalancing strategy or a shift in the firm's outlook on these investments.

It's worth mentioning that some holdings saw little change between the quarters, such as AAPL and IJR. This could mean that JNBA Financial Advisors is satisfied with the performance of these stocks and believes that their market potential remains stable for the foreseeable future.

In conclusion, the data shows that JNBA Financial Advisors made some strategic moves in Q1 of 2023, with a few stocks seeing significant changes in shares and value. These moves may indicate that the firm is repositioning its investments to prepare for potential shifts in the market. Investors should keep an eye on these holdings and think about how they fit into their own investment strategies.

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