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Janine Osterink

@Advisory Alpha, Llc

Latest period2024 - Q4ReportedManaged Assets$2.809BTotal holdings437
Assets growth rate-0.2%Assets growth rate (2-Q avg)5.37%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Advisory Alpha, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 437 positions.

Assets under management

The assets under management (AUM) of Advisory Alpha, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.809B in assets, with a quarterly growth rate of -0.2% and a 2-quarter average growth rate of 5.37%. The portfolio is managed by Janine Osterink, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHMSchwab Strategic Tr
Recent Activity
Increased 195.33%
5.65%
$158.471M
5.719M shares@ $27.72 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 0.83%
5.36%
$150.349M
4.405M shares@ $34.14 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Increased 2.44%
4.04%
$113.195M
1.946M shares@ $58.19 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 0.6%
4%
$112.26M
482,796 shares@ $232.53 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 96.03%
3.9%
$109.466M
4.233M shares@ $25.87 avg price
SPSBSpdr Ser Tr
Recent Activity
Increased 2.55%
2.56%
$71.662M
2.401M shares@ $29.85 avg price
XLVSelect Sector Spdr Tr
Recent Activity
Increased 45.8%
1.91%
$53.489M
388,814 shares@ $137.58 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 5.8%
1.71%
$47.9M
1.056M shares@ $45.35 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 7.45%
1.68%
$47.119M
587,012 shares@ $80.28 avg price
XLISelect Sector Spdr Tr
Recent Activity
Increased 0.94%
1.63%
$45.703M
346,864 shares@ $131.77 avg price