BLB&B Advisors, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for BLB&B Advisors, LLC with $2.3B in long positions as of Q3 2025, 55% allocated to ETF, and 48% concentrated in top 10 positions.
- Portfolio Value
- $2.3B
- Top 10 Concentration
- 48%
- Top Sector
- ETF (55%)
- US Exposure
- 99%
- Market Cap Focus
- N/A
- Countries
- 4
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
No industry data available
Market Cap Distribution
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Largest Int'l Market
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 34.2 quarters
- Avg. Top 20
- 36.9 quarters
- Avg. All Positions
- 28.5 quarters
- Median Holding Period
- 32 quarters
- Persistence Rate
- 87.68%
- Persistent Holdings Weight
- 95.68%
- Persistent Positions
- 242
- Longest Held
Vanguard Short-Term Bond ETFBSV - 49 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.39%
- Avg. Position Weight
- 0.36%
- Largest Position
Vanguard FTSE Developed Markets ETFVEA - 8.70%- Largest Ownership Stake
Univest Financial Corporation Common StockUVSP - 0.08%- Avg. Ownership Stake
- 0.006%
- Ownership Stake >5%
- 0
- Ownership Stake >1%
- 0
Historical (Since Q2 2013)
- Avg. New Position
- 0.26%
- Avg. Ownership Stake
- 0.01%
- Largest Position
WisdomTree Emerging Markets Local Debt FundELD - 37.28% (Q2 2013)- Largest Ownership Stake
Perma-Fix Environmental Services, Inc.PESI - 1.89% (Q3 2013)
Portfolio Turnover
No data available