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Instuitional Investor - Heritage Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Heritage Wealth Advisors
Portfolio Value $558,021,000
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. IEF 629,253 $162,599,054 29.13%
Invesco S&p 500 Equal Weight Etf
531,723 $44,675,359 8%
3. IEF 281,143 $32,179,628 5.76%
Ishares Core Msci Eafe
562,166 $28,046,486 5.02%
5. IEF 386,812 $22,129,520 3.96%