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Pacific Life Fund Advisors LLC

700 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660 • 949-219-6767

Q2 2025 · Filed 2025-08-08
Market Value
$933M
+4.7%
Holdings
20
-8
New Purchases
0
Added To
8
Closed
0
Reduced
12
Top 10 Concentration
81.4%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWS 8.92% 5.64% +3.28% $83M
IWN 10.13% 8.49% +1.64% $95M
EMB 3.31% 1.84% +1.47% $31M
IWP 11.34% 10.02% +1.32% $106M
AVSF 2.54% 1.37% +1.17% $24M
AVIG 5.04% 4.63% +0.41% $47M
AVLC 7.32% 7.17% +0.15% $68M
USRT 2.23% 2.13% +0.10% $21M
AVLV 3.08% 3.07% +0.01% $29M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IWD 23.04% 26.10% -3.06% $215M
EFV 3.47% 6.06% -2.59% $32M
TIP 1.62% 2.50% -0.88% $15M
VSS 3.20% 3.91% -0.71% $30M
VONG 4.46% 5.13% -0.67% $42M
IEMG 1.73% 2.27% -0.54% $16M
IWO 2.50% 2.81% -0.31% $23M
AVDE 4.38% 4.67% -0.30% $41M
AVRE 0.17% 0.34% -0.17% $2M
AVUV 1.35% 1.52% -0.17% $13M
AVEM 0.17% 0.33% -0.16% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 15 $772M 82.7%
Mid Cap 1 $21M 2.2%
Small Cap 4 $141M 15.1%

Portfolio Analytics

Avg Market Cap
$25.3B
Median Market Cap
$14.7B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.99
# Stocks
0
# ETFs / Funds
20

Top Holdings (20 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IWD 23.04% 1,106,742 $215M $194.23 -$18M -129,782 -10.5%
2 IWP 11.34% 763,166 $106M $138.68 $16M +2,715 +0.4%
3 IWN 10.13% 599,286 $95M $157.76 $19M +97,829 +19.5%
4 IWS 8.92% 630,104 $83M $132.14 $33M +230,878 +57.8%
5 AVLC 7.32% 961,300 $68M $71.04 $4M -33,627 -3.4%
6 AVIG 5.04% 1,129,233 $47M $41.62 $6M +132,410 +13.3%
7 VONG 4.46% 381,209 $42M $109.20 -$4M -111,538 -22.6%
8 AVDE 4.38% 551,719 $41M $74.01 -$821K -76,822 -12.2%
9 EFV 3.47% 509,627 $32M $63.48 -$22M -406,734 -44.4%
10 EMB 3.31% 333,538 $31M $92.62 $15M +152,731 +84.5%
11 VSS 3.20% 221,970 $30M $134.39 -$5M -79,263 -26.3%
12 AVLV 3.08% 420,664 $29M $68.21 $1M +1,317 +0.3%
13 AVSF 2.54% 503,878 $24M $47.03 $11M +241,671 +92.2%
14 IWO 2.50% 81,647 $23M $285.86 -$2M -16,460 -16.8%
15 USRT 2.23% 368,099 $21M $56.56 $2M +38,980 +11.8%
16 IEMG 1.73% 269,518 $16M $60.03 -$4M -105,686 -28.2%
17 TIP 1.62% 136,930 $15M $110.04 -$7M -63,512 -31.7%
18 AVUV 1.35% 138,365 $13M $91.10 -$939K -17,012 -10.9%
19 AVEM 0.17% 23,304 $2M $68.54 -$1M -26,125 -52.9%
20 AVRE 0.17% 35,254 $2M $44.16 -$1M -35,188 -50.0%
View SEC EDGAR Filings for Pacific Life Fund Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms