BLB&B Advisors, LLC logo

BLB&B Advisors, LLC

RIA/Wealth

BLB&B Advisors, LLC is a RIA/Wealth based in Montgomeryville, PA led by Clifford Peter Haugen, reporting $2.7B in AUM as of Q3 2025 with 55% ETF concentration.

PresidentClifford Peter Haugen
Portfolio Value
$2.3B
Positions
276
Top Holding
VEA at 8.7%
Last Reported
Q3 2025
Address103 Montgomery Avenue, Montgomeryville, PA, 18936, United States

Top Holdings

Largest long holdings in BLB&B Advisors, LLC's portfolio (48.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$201.5M
8.70%
+$6.7M
Bought
3.4M shares
ETF
ETF
$173.9M
7.51%
+$7.7M
Bought
259.8K shares
ETF
ETF
$152.8M
6.60%
+$9.0M
Bought
2.3M shares
ETF
ETF
$139.3M
6.01%
+$4.4M
Bought
2.6M shares
5
Nvidia logo
Nvidia
NVDA
Semiconductors
Technology
$94.8M
4.09%
-$2.3M
Sold
0.00%
507.8K shares
Unknown
Unknown
$80.3M
3.47%
+$5.8M
Bought
2.3M shares
7
Apple logo
Apple
AAPL
Consumer Electronics
Technology
$79.4M
3.43%
+$482.8K
Bought
0.00%
311.7K shares
Software - Infrastructure
Technology
$79.3M
3.42%
+$1.4M
Bought
0.00%
153.2K shares
ETF
ETF
$59.1M
2.55%
-$19.0M
Sold
497.4K shares
ETF
ETF
$53.0M
2.29%
+$53.0M
New
676.2K shares

Analytics

Portfolio insights and performance metrics for BLB&B Advisors, LLC

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Sector Allocation

ETF: 54.50%ETFTechnology: 15.90%TechnologyFinancial Services: 5.80%Healthcare: 4.00%Consumer Cyclical: 3.40%Communication Services: 2.90%Industrials: 2.40%Consumer Defensive: 2.20%Utilities: 2.00%Real Estate: 1.30%Energy: 1.30%Basic Materials: 0.50%
ETF
54.50%
Technology
15.90%
Financial Services
5.80%
Healthcare
4.00%
Consumer Cyclical
3.40%
Communication Services
2.90%
Industrials
2.40%
Consumer Defensive
2.20%
Utilities
2.00%
Real Estate
1.30%
Energy
1.30%
Basic Materials
0.50%

Market Cap Distribution

Mega Cap (> $200B): 27.17%Mega Cap (> $200B)Large Cap ($10B - $200B): 14.55%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.08%Small Cap ($300M - $2B): 0.04%Nano Cap (< $50M): 0.01%N/A (ETF or Unknown): 58.14%N/A (ETF or Unknown)
Mega Cap (> $200B)
27.17%
Large Cap ($10B - $200B)
14.55%
Mid Cap ($2B - $10B)
0.08%
Small Cap ($300M - $2B)
0.04%
Nano Cap (< $50M)
0.01%
N/A (ETF or Unknown)
58.14%

Portfolio Concentration

Top 10 Holdings %
48.06%
Top 20 Holdings %
65.37%
Top 50 Holdings %
86.98%
Top 100 Holdings %
95.72%

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