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SFAAX

Allspring Index Asset Allocation Fund Class A
1W: -1.8% 1M: -5.2% 3M: -5.3% YTD: -4.7% 1Y: -2.5% 3Y: +22.8% 5Y: +20.6%
$37.15
+0.04 (+0.11%)
 
Weekly Expected Move ±1.3%
$35 $36 $36 $37 $37
ETF NASDAQ · AUM $1.2B
ETF-Level Metrics
AUM$1.2B
Holdings502
Top 10 Wt23.6%
Beta0.97
% Profitable75%
Coverage61%
Portfolio Valuation
P/E287.6
P/B98.8
P/S69.6
EV/EBITDA21.8
P/FCF375.2
PEG9.47
Profitability & Returns
Gross Margin52.5%
Net Margin24.2%
ROE37.9%
ROA12.4%
ROIC32.3%
Div Yield1.20%
Leverage & Liquidity
Debt/Equity0.55
Debt/Assets0.19
Net Debt/EBITDA-0.0x
Interest Cov12.2x
Current Ratio1.18
Quick Ratio1.11
Growth (YoY)
Revenue+15.8%
Net Income+26.0%
EPS+31.3%
FCF+27.4%
EBITDA+24.4%
Rev CAGR 3Y+15.5%
Quality Scores
Piotroski F6.9
Altman Z15.25
IS Quality76.9
IS Overall62.9
IS Value45.6
Median P/E23.3

Sector Breakdown

12 sectors
Sector # Holdings Total Weight % Avg P/E
Other 115 38.3%
Technology 80 23.1% 14.0
Financial Services 69 8.0% 17.0
Consumer Cyclical 51 6.3% 33.4
Healthcare 60 5.4% 25.6
Communication Services 23 4.7% 14.1
Industrials 74 4.6% 33.1
Consumer Defensive 37 3.0% 14.8
Energy 23 1.8% 23.3
Utilities 32 1.6% 24.6
Real Estate 31 1.2% 119.9
Basic Materials 22 1.0% 1.6

Smart Money Overlap

66 holdings with signals
Symbol Company Weight % Signals Badge Insider Buys Congress Since Signal
META Meta Platforms, Inc. 1.70% 4 Bullish 42 14 -3.2%
AVGO Broadcom Inc. 1.65% 4 Bullish 1 10 -2.2%
JPM JPMorgan Chase & Co. 0.92% 4 Bullish 14 9 +0.2%
NFLX Netflix, Inc. 0.54% 4 Bullish 71 13 +3.2%
WMT Walmart Inc. 0.48% 4 Bullish 22 3 +1.2%
JNJ Johnson & Johnson 0.48% 4 Bullish 12 2 +0.4%
ABBV AbbVie Inc. 0.44% 4 Bullish 15 1 -4.0%
HD The Home Depot, Inc. 0.43% 4 Bullish 11 11 -3.3%
CSCO Cisco Systems, Inc. 0.29% 4 Bullish 5 6 +0.1%
IBM International Business Machines Corporation 0.28% 4 Bullish 10 8 +2.5%
RTX RTX Corporation 0.24% 4 Bullish 18 3 +0.2%
MRK Merck & Co., Inc. 0.22% 4 Bullish 11 2 +2.1%
DIS The Walt Disney Company 0.22% 4 Bullish 29 3 +0.3%
T AT&T Inc. 0.22% 4 Bullish 28 5 -2.3%
C Citigroup Inc. 0.20% 4 Bullish 35 9 -0.1%
GEV GE Vernova Inc. 0.18% 4 Bullish 8 7 +2.9%
SCHW The Charles Schwab Corporation 0.17% 4 Bullish 12 3 +1.5%
INTC Intel Corporation 0.16% 4 Bullish 2 2 +10.5%
PFE Pfizer Inc. 0.15% 4 Bullish 11 2 +6.6%
PANW Palo Alto Networks, Inc. 0.14% 4 Bullish 2 2 +11.0%
Showing 50 of 617 holdings · Page 1 of 13
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NVIDIA Corp NVDA 4.85% $62.3M 333,831 35.9 $4.3T Technology
2 Microsoft Corp MSFT 4.10% $52.7M 101,698 23.3 $2.8T Technology
3 Apple Inc AAPL.NE 4.03% $51.7M 203,040 32.0 $5.1T Technology
4 ALLSPRING GOVERNMENT MONEY MAR Private 2.71% $34.8M 34,814,219
5 Amazon.com Inc AMZN 2.27% $29.2M 132,781 28.9 $2.3T Consumer Cyclical
6 United States Treasury Bond 1.79% $22.9M 23,600,000
7 Meta Platforms Inc META 1.70% $21.8M 29,675 24.0 $1.4T Communication Services
8 United States Treasury Bond 1.68% $21.6M 23,135,000
9 Broadcom Inc AVGO 1.65% $21.2M 64,351 59.7 $1.5T Technology
10 United States Treasury Bond 1.64% $21.0M 19,343,000
11 United States Treasury Bond 1.56% $20.1M 23,180,000
12 Alphabet Inc GOOGL.SW 1.51% $19.3M 79,586 27.0 $2.9T Technology
13 Tesla Inc TSLA 1.33% $17.1M 38,393 307.1 $1.4T Consumer Cyclical
14 United States Treasury Bond 1.32% $16.9M 16,124,000
15 United States Treasury Bond 1.29% $16.5M 16,150,000
16 Alphabet Inc GOOG 1.21% $15.6M 63,890 27.0 $3.6T Communication Services
17 United States Treasury Bond 1.20% $15.4M 19,141,000
18 United States Treasury Bond 1.10% $14.1M 15,145,000
19 United States Treasury Bond 1.07% $13.8M 14,431,000
20 Berkshire Hathaway Inc BRK-B 0.98% $12.6M 25,088 15.4 $1.0T Financial Services
21 United States Treasury Bond 0.95% $12.2M 12,450,000
22 United States Treasury Bond 0.93% $11.9M 12,035,000
23 JPMorgan Chase & Co JPM 0.92% $11.9M 37,621 14.4 $794.5B Financial Services
24 United States Treasury Bond 0.91% $11.6M 13,375,000
25 United States Treasury Bond 0.83% $10.7M 11,371,000
26 United States Treasury Bond 0.81% $10.4M 10,650,000
27 United States Treasury Bond 0.77% $9.9M 11,482,000
28 United States Treasury Bond 0.68% $8.8M 8,152,000
29 United States Treasury Bond 0.67% $8.6M 13,555,000
30 Eli Lilly & Co LLY 0.65% $8.3M 10,877 40.7 $884.0B Healthcare
31 Visa Inc V.BA 0.62% $7.9M 23,241 27.7 $811.1T Financial Services
32 Netflix Inc NFLX 0.54% $7.0M 5,814 38.0 $418.1B Communication Services
33 United States Treasury Bond 0.53% $6.8M 11,040,000
34 United States Treasury Bond 0.53% $6.8M 7,236,000
35 United States Treasury Bond 0.52% $6.7M 7,512,000
36 United States Treasury Bond 0.52% $6.6M 7,687,000
37 Exxon Mobil Corp XOM 0.51% $6.6M 58,328 24.1 $669.5B Energy
38 Mastercard Inc MA.BA 0.50% $6.4M 11,294 29.6 $631.0T Financial Services
39 Oracle Corp ORCL 0.50% $6.4M 22,673 25.8 $421.0B Technology
40 United States Treasury Bond 0.49% $6.3M 7,183,000
41 United States Treasury Bond 0.48% $6.2M 6,500,000
42 Walmart Inc WMT 0.48% $6.2M 60,052 45.8 $1.0T Consumer Defensive
43 United States Treasury Bond 0.48% $6.1M 5,900,000
44 Johnson & Johnson JNJ 0.48% $6.1M 32,950 22.0 $585.7B Healthcare
45 Palantir Technologies Inc PLTR 0.44% $5.7M 31,116 218.1 $340.2B Technology
46 Costco Wholesale Corp COST 0.44% $5.6M 6,067 52.7 $450.3B Consumer Defensive
47 AbbVie Inc ABBV 0.44% $5.6M 24,169 88.0 $369.2B Healthcare
48 Home Depot Inc/The HD 0.43% $5.5M 13,612 22.6 $320.3B Consumer Cyclical
49 United States Treasury Bond 0.42% $5.4M 5,284,000
50 Procter & Gamble Co/The PG 0.38% $4.9M 32,047 21.1 $334.4B Consumer Defensive
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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms