
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.
Largest long holdings in BLB&B Advisors, LLC's portfolio (48.1% of total portfolio)
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
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 | |
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 | |
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 |
Portfolio insights and performance metrics for BLB&B Advisors, LLC
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