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OXFORD FINANCIAL GROUP LTD 13F portfolio summary

OXFORD FINANCIAL GROUP LTD of OXFORD FINANCIAL GROUP LTD has 301 current stock holdings with a reported portfolio value of $1.86B. The portfolio 1 year return is +14.60%. Top holdings include SPY (0.00%), QQQ (0.00%), PFF (0.00%), PGF (0.00%), VTI (13.66%).

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OXFORD FINANCIAL GROUP LTD

OXFORD FINANCIAL GROUP LTD
Latest filing: 2026-03-31

OXFORD FINANCIAL GROUP LTD runs OXFORD FINANCIAL GROUP LTD and currently holds 301 stock positions, which is more than the average of 229 among the investors we track. The portfolio is valued at approximately $1.86B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. OXFORD FINANCIAL GROUP LTD ranks #752 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, OXFORD FINANCIAL GROUP LTD's portfolio at OXFORD FINANCIAL GROUP LTD has delivered returns of +14.60%. Their 3-year annualized return is +60.12%. Looking at the 5-year horizon, OXFORD FINANCIAL GROUP LTD has achieved +61.38% annualized returns at OXFORD FINANCIAL GROUP LTD.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.60%
#884/1000
3 Year
+60.12%
#665/1000
5 Year
+61.38%
#674/1000

Portfolio Value

$1.86B

Alpha Score

45.3

#752 of 1000

Holdings

301

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change