The Rise and Fall of Financial Life Advisors Q3 2022 vs. Q4 2022 13F Holdings

Have you ever invested in a mutual fund or exchange-traded fund? If so, you may have heard of the term "13F Holdings." This refers to the quarterly report that institutional investment managers must file with the Securities and Exchange Commission (SEC) that discloses their holdings in publicly traded companies. The Financial Life Advisors fund is no exception to this rule, and their Q3 2022 vs. Q4 2022 13F Holdings have some interesting insights to offer.

In this blog post, we will dive into the changes of Financial Life Advisors' holdings from Q3 2022 to Q4 2022. We will analyze which holdings have increased or decreased and what percentage these changes represent. Finally, we will discuss what this means for the mutual fund and its investors.

Main Body:

From Q3 to Q4 2022, the fund's total value of its holdings increased from $199,910,614 to $465,384,135. This represents a 132.5% increase in value. The fund's top five holdings in Q3 were the following: IGSB, IUSB, IVE, IVW, and SCHZ. Together, they represented a total of $63,119,037. In Q4, the top five holdings of the fund were IVE, IVW, SCHZ, IUSB, and VTI. Together, they represented a total of $270,687,478.

The most significant increase in holdings from Q3 to Q4 came from SCHZ, which increased by 624.2%, from 60,897 to 437,705 shares. The second most significant increase was in IUSB, which increased by 644.8%, from 51,006 to 376,281 shares. The third-largest increase was in IGSB, which increased by 419.2%, from 40,874 to 209,902 shares.

The two largest decreases in holdings from Q3 to Q4 were in IGIB and IEFA. IGIB decreased by 76.1%, from 527,433 to 123,064 shares, and IEFA decreased by 66.6%, from 338,824 to 96,568 shares. Other holdings that saw decreases in shares included MTUM, which decreased by 57.4%, VEA which decreased by 23.6%, and NEAR which decreased by 81.2%.

Conclusion:

In conclusion, Financial Life Advisors' Q3 2022 vs. Q4 2022 13F Holdings saw significant changes in both the number of shares held and the values of those shares. The fund saw a massive increase in value overall, with some holdings increasing dramatically, while others significantly decreased. The fund continues to hold a diversified portfolio of holdings across various sectors, including information technology, healthcare, and financials. Investors should keep a close eye on any upcoming reports to see how the fund continues to fare in the quarters ahead.