Fund HoldingsValues First Advisors, Inc.

Total Portfolio Value
$165.72M
Total Bought
$36.84M
Total Sold
$28.48M
Net Transaction
+$8.36M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR123,414+23,41302,7421.65%+2,742
ISHARES TR228,388+28,38602,7361.65%+2,736
ISHARES U S ETF TR
SHOR DURA BD ETF
052,576+52,57602,6561.60%+2,656
SIMULATIONS PLUS INC041,602+41,60201,8621.12%+1,862
ISHARES TR21,15233,484+12,3321,7132,7471.66%+1,034
ISHARES TR010,398+10,39801,0280.62%+1,028
ISHARES TR09,479+9,47901,0260.62%+1,026
ISHARES TR60,85570,269+9,4146,7237,7394.67%+1,016
PIMCO ETF TR
ENHAN SHRT MA AC
92,987103,178+10,1919,31210,2966.21%+984
MONOLITHIC PWR SYS INC(MPWR)04,664+4,66402,9421.78%+2,942
FLYWIRE CORPORATION(FLYW)034,917+34,91708080.49%+808
TRANSMEDICS GROUP INC(TMDX)08,665+8,66506840.41%+684
SYNOVUS FINL CORP062,145+62,14502,3401.41%+2,340
ENSIGN GROUP INC(ENSG)028,854+28,85403,2381.95%+3,238
ISHARES TR51,00057,546+6,5465,1345,7703.48%+636
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
63,56772,936+9,3693,6614,2542.57%+593
1ST SOURCE CORP(SRCE)42,03742,967+9301,7692,3611.42%+592
KARUNA THERAPEUTICS INC04,039+4,03901,2780.77%+1,278
STAG INDL INC(STAG)013,836+13,83605430.33%+543
AMERICOLD REALTY TRUST INC(COLD)017,470+17,47005290.32%+529
CINTAS CORP(CTAS)04,055+4,05502,4441.47%+2,444
APARTMENT INCOME REIT CORP015,202+15,20205280.32%+528
MONDAY COM LTD
SHS
02,772+2,77205210.31%+521
IDEXX LABS INC(IDXX)02,615+2,61501,4520.88%+1,452
NNN REIT INC(NNN)056,733+56,73302,4451.48%+2,445
CLEARWAY ENERGY INC(CWEN)015,221+15,22104180.25%+418
XOMETRY INC(XMTR)019,117+19,11706860.41%+686
AMPHENOL CORP NEW23,55123,991+4401,9782,3781.44%+400
PROCORE TECHNOLOGIES INC(PCOR)05,390+5,39003730.23%+373
MICROCHIP TECHNOLOGY INC.(MCHP)025,014+25,01402,2561.36%+2,256
DOUBLEVERIFY HLDGS INC(DV)023,800+23,80008750.53%+875
DATADOG INC(DDOG)05,230+5,23006350.38%+635
SS&C TECHNOLOGIES HLDGS INC(SSNC)032,455+32,45501,9831.20%+1,983
CELLDEX THERAPEUTICS INC NEW(CLDX)07,399+7,39902930.18%+293
PALO ALTO NETWORKS INC(PANW)05,151+5,15101,5190.92%+1,519
SPDR SER TR
ST STR BLO 1 ETF
20,56623,795+3,2291,8882,1751.31%+286
FERGUSON PLC NEW01,296+1,29602500.15%+250
EXPEDITORS INTL WASH INC(EXPD)016,792+16,79202,1361.29%+2,136
D R HORTON INC(DHI)5,9895,788-2016448800.53%+236
ASML HOLDING N V
N Y REGISTRY SHS
0920+92006960.42%+696
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
026,388+26,38809210.56%+921
EXACT SCIENCES CORP(EXK)012,973+12,97309600.58%+960
S&P GLOBAL INC(SPGI)0530+53002330.14%+233
TORO CO017,216+17,21601,6531.00%+1,653
UNDER ARMOUR INC(UA)81,83390,103+8,2705227520.45%+230
EMERGENT BIOSOLUTIONS INC152,699307,892+155,1935197390.45%+220
SERVICENOW INC(NOW)0310+31002190.13%+219
SHOPIFY INC(SHOP)02,804+2,80402180.13%+218
LL FLOORING HOLDINGS INC121,637154,754+33,1173866040.36%+218
VAALCO ENERGY INC404,530442,826+38,2961,7761,9881.20%+212
BIO-TECHNE CORP(TECH)022,322+22,32201,7221.04%+1,722
ROLLINS INC(ROL)04,631+4,63102020.12%+202
DONALDSON INC(DCI)028,566+28,56601,8671.13%+1,867
TAIWAN SEMICONDUCTOR MFG LTD(TSM)05,032+5,03205230.32%+523
FIVE9 INC(FIVN)08,054+8,05406340.38%+634
CROWDSTRIKE HLDGS INC(CRWD)5,2604,182-1,0788801,0680.64%+187
HAWKINS INC(HWKN)11,01611,863+8476488350.50%+187
TREX CO INC(TREX)08,643+8,64307160.43%+716
ALNYLAM PHARMACEUTICALS INC(ALNY)06,983+6,98301,3370.81%+1,337
RECURSION PHARMACEUTICALS IN(RXRX)53,06559,205+6,1404065840.35%+178
INTUITIVE SURGICAL INC01,511+1,51105100.31%+510
NORTHERN LTS FD TR IV
INSPIRE SML/ MID
3125,191+4,87991800.11%+171
ELANCO ANIMAL HEALTH INC(ELAN)32,68235,921+3,2393675350.32%+168
LAM RESEARCH CORP(LRCX)0958+95807500.45%+750
LOWES COS INC(LOW)03,990+3,99008880.54%+888
MID-AMER APT CMNTYS INC(MAA)016,631+16,63102,2361.35%+2,236
AMERICAN FINL GROUP INC OHIO015,822+15,82201,8811.14%+1,881
WORKDAY INC(WDAY)2,2762,326+504896420.39%+153
METTLER TOLEDO INTERNATIONAL(MTD)1,1101,139+291,2301,3820.83%+151
SAGE THERAPEUTICS INC10,62616,980+6,3542193680.22%+149
WASTE MGMT INC DEL(WM)02,883+2,88305160.31%+516
SHOCKWAVE MED INC3,1414,000+8596257620.46%+137
HUBSPOT INC(HUBS)01,427+1,42708280.50%+828
EXSCIENTIA PLC055,958+55,95803590.22%+359
NATIONAL BEVERAGE CORP(FIZZ)035,589+35,58901,7691.07%+1,769
OLIN CORP(OLN)14,16415,325+1,1617088270.50%+119
OREILLY AUTOMOTIVE INC(ORLY)419520+1013814940.30%+114
LEMAITRE VASCULAR INC(LMAT)033,617+33,61701,9081.15%+1,908
SPDR SER TR
ST STR SP BIOT
1,8262,671+8451332380.14%+105
ARDELYX INC015,020+15,0200930.06%+93
MISTRAS GROUP INC040,568+40,56802970.18%+297
CENTRAL GARDEN & PET CO(CENT)9,2689,941+6734094980.30%+89
ANNALY CAPITAL MANAGEMENT IN21,99725,809+3,8124145000.30%+86
908 DEVICES INC16,72617,003+2771111910.12%+79
KIMCO RLTY CORP(KIM)024,858+24,85805300.32%+530
MONGODB INC(MDB)01,824+1,82407460.45%+746
SYNOPSYS INC(SNPS)715774+593283990.24%+70
COLLEGIUM PHARMACEUTICAL INC(COLL)43,50733,865-9,6429721,0420.63%+70
SPROUT SOCIAL INC10,7969,856-9405396060.37%+67
SHERWIN WILLIAMS CO(SHW)1,2121,206-63093760.23%+67
EXELIXIS INC(EXEL)15,82517,032+1,2073464090.25%+63
THE AARONS COMPANY INC054,229+54,22905900.36%+590
INOZYME PHARMA INC013,898+13,8980590.04%+59
NOVANTA INC(NOVT)02,215+2,21503730.23%+373
PERFICIENT INC04,380+4,38002880.17%+288
CINCINNATI FINL CORP(CINF)17,27917,592+3131,7671,8201.10%+53
GENTEX CORP(GNTX)67,15268,331+1,1792,1852,2321.35%+47
MARINUS PHARMACEUTICALS INC014,197+14,19701540.09%+154
GUARDANT HEALTH INC(GH)035,135+35,13509500.57%+950
ISHARES TR0317+3170430.03%+43
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