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Crumly & Associates Inc. Buys Distillate U.S. …

Investment company Crumly & Associates Inc. (Current Portfolio) buys Distillate U.S. Fundamental Stability & Value ETF, First Trust SMID Cap Rising Dividend Achievers ETF, iShares Global 100 ETF, iShares Core S&P Mid-Cap ETF, First Trust Industrials/Producer Durables AlphaDEX, sells First Trust Dow Jones Internet Index Fund, First Trust Financials AlphaDEX Fund, iShares MSCI EM ESG Select ETF, Fidelity MSCI Industrials Index ETF, iShares Core S&P Small-Cap ETF during the 3-months ended 2021Q4, a Read More...

Investment company Crumly & Associates Inc. (Current Portfolio) buys Distillate U.S. Fundamental Stability & Value ETF, First Trust SMID Cap Rising Dividend Achievers ETF, iShares Global 100 ETF, iShares Core S&P Mid-Cap ETF, First Trust Industrials/Producer Durables AlphaDEX, sells First Trust Dow Jones Internet Index Fund, First Trust Financials AlphaDEX Fund, iShares MSCI EM ESG Select ETF, Fidelity MSCI Industrials Index ETF, iShares Core S&P Small-Cap ETF during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Crumly & Associates Inc.. As of 2021Q4, Crumly & Associates Inc. owns 103 stocks with a total value of $253 million. These are the details of the buys and sells.

  • New Purchases: SDVY, XLB, FXZ, IHI, FCOM, GS, CVX, DVN, NEE, FCX, NS, FE, TJX, IVT, GTBP,

  • Added Positions: DSTL, IOO, IJH, FXR, EMLP, XLE, RDVY, DBEF, PDO, FXN, CLF, CIBR, IQLT, FMB, MET, HYLS, FTSL, UCON, SMMU, BMRN, CSCO, LOW, BA, DIS, GD, AVGO, MCD, GIS, NOC, QUAL, TMO, RTX, TTE, GOOGL,

  • Reduced Positions: FDN, FXO, ESGE, FIDU, DGRO, FBT, FTEC, QQQ, FDIS, MRK, SCZ, VOO, FTGC, FPXI, WMT, AAPL, ALL, FMC, EBAY, ARE, BLK, IFF, JPM, BLL, FISV, V, CRM, FHLC, EFAV, CMCSA, TMUS, MDT, HD, SCHW, LMT, MSFT, CVS, AMZN, SLB, PLD, UNH, TEL,

  • Sold Out: IJR, FEM, JPEM, DG, FB, COIN, JCI, LLY, TNL, JUST, LRGF, SBUX, GLW,

For the details of Crumly & Associates Inc.’s stock buys and sells,
go to https://www.gurufocus.com/guru/crumly+%26+associates+inc./current-portfolio/portfolio

These are the top 5 holdings of Crumly & Associates Inc.

  1. iShares Russell Top 200 Growth ETF (IWY) – 105,796 shares, 6.52% of the total portfolio. Shares added by 0.26%

  2. Distillate U.S. Fundamental Stability & Value ETF (DSTL) – 329,561 shares, 5.79% of the total portfolio. Shares added by 432.90%

  3. iShares Core S&P Mid-Cap ETF (IJH) – 55,234 shares, 5.69% of the total portfolio. Shares added by 91.68%

  4. First Trust Value Line Dividend Index Fund (FVD) – 320,654 shares, 5.29% of the total portfolio. Shares added by 0.92%

  5. iShares Core Dividend Growth ETF (DGRO) – 209,154 shares, 4.45% of the total portfolio. Shares reduced by 14.82%

New Purchase: First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)

Crumly & Associates Inc. initiated holding in First Trust SMID Cap Rising Dividend Achievers ETF. The purchase prices were between $28.46 and $30.68, with an estimated average price of $29.68. The stock is now traded at around $28.740000. The impact to a portfolio due to this purchase was 4.37%. The holding were 385,054 shares as of 2021-12-31.

New Purchase: Materials Select Sector SPDR (XLB)

Crumly & Associates Inc. initiated holding in Materials Select Sector SPDR. The purchase prices were between $79.62 and $90.61, with an estimated average price of $86.09. The stock is now traded at around $83.120000. The impact to a portfolio due to this purchase was 1.1%. The holding were 33,068 shares as of 2021-12-31.

New Purchase: First Trust Materials AlphaDEX Fund (FXZ)

Crumly & Associates Inc. initiated holding in First Trust Materials AlphaDEX Fund. The purchase prices were between $56.39 and $63.28, with an estimated average price of $60. The stock is now traded at around $60.240000. The impact to a portfolio due to this purchase was 0.7%. The holding were 29,193 shares as of 2021-12-31.

New Purchase: iShares U.S. Medical Devices ETF (IHI)

Crumly & Associates Inc. initiated holding in iShares U.S. Medical Devices ETF. The purchase prices were between $61.5 and $66.31, with an estimated average price of $63.97. The stock is now traded at around $59.900000. The impact to a portfolio due to this purchase was 0.41%. The holding were 17,439 shares as of 2021-12-31.

New Purchase: Fidelity MSCI Communication Services Index ETF (FCOM)

Crumly & Associates Inc. initiated holding in Fidelity MSCI Communication Services Index ETF. The purchase prices were between $49 and $54.95, with an estimated average price of $52.69. The stock is now traded at around $46.910000. The impact to a portfolio due to this purchase was 0.25%. The holding were 13,712 shares as of 2021-12-31.

New Purchase: Goldman Sachs Group Inc (GS)

Crumly & Associates Inc. initiated holding in Goldman Sachs Group Inc. The purchase prices were between $371.61 and $423.85, with an estimated average price of $396.02. The stock is now traded at around $367.600000. The impact to a portfolio due to this purchase was 0.14%. The holding were 1,018 shares as of 2021-12-31.

Added: Distillate U.S. Fundamental Stability & Value ETF (DSTL)

Crumly & Associates Inc. added to a holding in Distillate U.S. Fundamental Stability & Value ETF by 432.90%. The purchase prices were between $40.82 and $46.43, with an estimated average price of $43.66. The stock is now traded at around $44.320000. The impact to a portfolio due to this purchase was 4.7%. The holding were 329,561 shares as of 2021-12-31.

Added: iShares Global 100 ETF (IOO)

Crumly & Associates Inc. added to a holding in iShares Global 100 ETF by 2596.72%. The purchase prices were between $70.52 and $78.61, with an estimated average price of $75.3. The stock is now traded at around $76.560000. The impact to a portfolio due to this purchase was 3.49%. The holding were 120,894 shares as of 2021-12-31.

Added: iShares Core S&P Mid-Cap ETF (IJH)

Crumly & Associates Inc. added to a holding in iShares Core S&P Mid-Cap ETF by 91.68%. The purchase prices were between $264.89 and $289.53, with an estimated average price of $277.74. The stock is now traded at around $261.480000. The impact to a portfolio due to this purchase was 2.72%. The holding were 55,234 shares as of 2021-12-31.

Added: First Trust Industrials/Producer Durables AlphaDEX (FXR)

Crumly & Associates Inc. added to a holding in First Trust Industrials/Producer Durables AlphaDEX by 1608.46%. The purchase prices were between $57.44 and $62.89, with an estimated average price of $60.71. The stock is now traded at around $56.940000. The impact to a portfolio due to this purchase was 1.74%. The holding were 81,562 shares as of 2021-12-31.

Added: First Trust North American Energy Infrastructure F (EMLP)

Crumly & Associates Inc. added to a holding in First Trust North American Energy Infrastructure F by 166.26%. The purchase prices were between $23.55 and $25.25, with an estimated average price of $24.55. The stock is now traded at around $25.590000. The impact to a portfolio due to this purchase was 1.3%. The holding were 205,250 shares as of 2021-12-31.

Added: The Energy Select Sector SPDR Fund (XLE)

Crumly & Associates Inc. added to a holding in The Energy Select Sector SPDR Fund by 33.59%. The purchase prices were between $53.01 and $58.38, with an estimated average price of $55.93. The stock is now traded at around $68.900000. The impact to a portfolio due to this purchase was 0.88%. The holding were 130,931 shares as of 2021-12-31.

Sold Out: iShares Core S&P Small-Cap ETF (IJR)

Crumly & Associates Inc. sold out a holding in iShares Core S&P Small-Cap ETF. The sale prices were between $107.97 and $119.54, with an estimated average price of $113.43.

Sold Out: FIRST TR EXCH ALPH (FEM)

Crumly & Associates Inc. sold out a holding in FIRST TR EXCH ALPH. The sale prices were between $24.57 and $27.09, with an estimated average price of $25.89.

Sold Out: JPMorgan Diversified Return Emerging Markets Equit (JPEM)

Crumly & Associates Inc. sold out a holding in JPMorgan Diversified Return Emerging Markets Equit. The sale prices were between $54.3 and $58.06, with an estimated average price of $56.55.

Sold Out: Dollar General Corp (DG)

Crumly & Associates Inc. sold out a holding in Dollar General Corp. The sale prices were between $205.61 and $235.83, with an estimated average price of $221.07.

Sold Out: Meta Platforms Inc (FB)

Crumly & Associates Inc. sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.

Sold Out: Coinbase Global Inc (COIN)

Crumly & Associates Inc. sold out a holding in Coinbase Global Inc. The sale prices were between $229.31 and $357.39, with an estimated average price of $291.66.

Here is the complete portfolio of Crumly & Associates Inc.. Also check out:

1. Crumly & Associates Inc.’s Undervalued Stocks

2. Crumly & Associates Inc.’s Top Growth Companies, and

3. Crumly & Associates Inc.’s High Yield stocks

4. Stocks that Crumly & Associates Inc. keeps buyingThis article first appeared on GuruFocus.

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