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Values First Advisors, Inc.

Portfolio Manager
Values First Advisors, Inc.
Performance
-0.01% (2026 Q1)
AUM (13F)
$191.92M
# of Holdings
179
Performance Rank
Allocation (Top 20)
41.94%

Values First Advisors, Inc. Holdings Map

Top 50 Values First Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGSH
VANGUARD SCOTTSDALE FDS
5.01%164.3K$9.6M
+1.78%(+2.88K)
2025-Q1: 131.7K shares2025-Q2: 127.6K shares2025-Q3: 153.3K shares2025-Q4: 161.4K shares2026-Q1: 164.3K shares
$59.24(-1.64%)
2026-03-31
SHY
ISHARES TR
3.85%89.4K$7.4M
+2.34%(+2.04K)
2025-Q1: 79.3K shares2025-Q2: 79.8K shares2025-Q3: 82.4K shares2025-Q4: 87.4K shares2026-Q1: 89.4K shares
$82.82(-0.76%)
2026-03-31
ISTB
ISHARES TR
3.54%140.3K$6.8M
+2.29%(+3.14K)
2025-Q1: 129.4K shares2025-Q2: 127.8K shares2025-Q3: 130.5K shares2025-Q4: 137.1K shares2026-Q1: 140.3K shares
$48.09(+0.36%)
2026-03-31
IEI
ISHARES TR
2.86%46.2K$5.5M
+2.37%(+1.07K)
2025-Q1: 42.7K shares2025-Q2: 42.0K shares2025-Q3: 43.2K shares2025-Q4: 45.1K shares2026-Q1: 46.2K shares
$116.42(+1.10%)
2026-03-31
IEF
ISHARES TR
2.83%56.8K$5.4M
+2.43%(+1.35K)
2025-Q1: 52.8K shares2025-Q2: 51.9K shares2025-Q3: 53.1K shares2025-Q4: 55.5K shares2026-Q1: 56.8K shares
$94.67(-0.15%)
2026-03-31
MINT
PIMCO ETF TR
2.45%46.8K$4.7M
+2.34%(+1.07K)
2025-Q1: 92.7K shares2025-Q2: 92.6K shares2025-Q3: 43.2K shares2025-Q4: 45.7K shares2026-Q1: 46.8K shares
$101.00(-0.54%)
2026-03-31
NEAR
ISHARES U S ETF TR
2.43%91.7K$4.7M
+2.20%(+1.98K)
2025-Q1: 83.4K shares2025-Q2: 82.3K shares2025-Q3: 84.5K shares2025-Q4: 89.8K shares2026-Q1: 91.7K shares
$50.29(+0.78%)
2026-03-31
ENSG
ENSIGN GROUP INC
1.94%18.5K$3.7M
-0.25%(-47)
2025-Q1: 26.2K shares2025-Q2: 20.7K shares2025-Q3: 20.4K shares2025-Q4: 18.6K shares2026-Q1: 18.5K shares
$83.39(+111.00%)
2026-03-31
BIL
SPDR SERIES TRUST
1.94%40.6K$3.7M
+0.72%(+290)
2025-Q1: 17.0K shares2025-Q2: 16.8K shares2025-Q3: 37.8K shares2025-Q4: 40.3K shares2026-Q1: 40.6K shares
$91.70(-0.29%)
2026-03-31
MPWR
MONOLITHIC PWR SYS INC
1.87%3.3K$3.6M
+0.03%(+1)
2025-Q1: 3.0K shares2025-Q2: 3.4K shares2025-Q3: 3.4K shares2025-Q4: 3.3K shares2026-Q1: 3.3K shares
$475.81(+233.77%)
2026-03-31

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