Back to top

Simmons First Investment Group, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $31,927,000
Vanguard Tax-Managed International Fund $29,247,000
iShares Core S&P Small-Cap ETF $20,512,000
Vanguard Mid-Cap Index Fund $19,383,000
Vanguard Emerging Markets Stock Index Fund $19,065,000
Vanguard Large-Cap Index Fund $16,215,000
iShares MSCI EAFE ETF $14,010,000
SPDR S&P Dividend ETF $11,211,000
iShares iBoxx $ High Yield Corporate Bond ETF $8,390,000
iShares Core S&P Mid-Cap ETF $8,015,000
Vanguard REIT Index Fund $7,138,000
Vanguard Growth Index Fund $6,821,000
Vanguard Value Index Fund $5,630,000
Vanguard Intermediate-Term Bond Index Fund $4,438,000
Technology Select Sector SPDR Fund $4,257,000
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund $4,111,000
Financial Select Sector SPDR Fund $4,092,000
iShares Select Dividend ETF $3,883,000
SPDR Bloomberg Barclays High Yield Bond ETF $3,776,000
Vanguard Small-Cap Index Fund $3,589,000
iShares Russell 2000 ETF $3,563,000
Vanguard Mid-Cap Value Index Fund $3,501,000
iShares MSCI Emerging Markets ETF $3,183,000
SPDR S&P Regional Banking ETF $2,935,000
Vanguard Mid-Cap Growth Index Fund $2,786,000
iShares Core S&P 500 ETF $2,538,000
Vanguard Small-Cap Value Index Fund $2,525,000
Vanguard Small-Cap Growth Index Fund $2,520,000
ProShares UltraPro QQQ $2,501,000
SPDR Bloomberg Barclays Short Term Corporate Bond ETF $2,190,000
Energy Select Sector SPDR Fund $2,179,000
Alerian MLP ETF $1,953,000
Health Care Select Sector SPDR Fund $1,779,000
iShares Core High Dividend ETF $1,618,000
Consumer Discretionary Select Sector SPDR Fund $1,489,000
Consumer Staples Select Sector SPDR Fund $1,449,000
WisdomTree Europe Hedged Equity Fund $1,400,000
SPDR Gold Shares $1,262,000
iShares TIPS Bond ETF $1,157,000
Vanguard European Stock Index Fund $1,038,000
Industrial Select Sector SPDR Fund $986,000
iShares Russell Mid-Cap ETF $915,000
VanEck Vectors Gold Miners ETF $854,000
Vanguard Total Stock Market Index Fund $835,000
Materials Select Sector SPDR Fund $813,000
Utilities Select Sector SPDR Fund $787,000
Vanguard Health Care Index Fund $706,000
SPDR S&P Homebuilders ETF $686,000
iShares Cohen & Steers REIT ETF $512,000
WisdomTree High Dividend Fund $502,000
Vanguard Energy Index Fund $299,000
iShares US Telecommunications ETF $290,000
iShares India 50 ETF $256,000
iShares S&P Small-Cap 600 Value ETF $251,000
iShares MSCI Australia ETF $215,000
iShares Gold Trust $146,000

    Assets

    Assets

    Last updated on June 7, 2019
      • $204.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 868
        Accounts
      • $235.9K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    4

    name start date
    John Allen Slayton
    December 2015
    Fred Gary Eason
    January 2000
    Angela Leigh Johnson
    December 2014
    Richard Wayne Johnson
    December 2014

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Simmons Bank -- --
      Simmons First Insurance Services. -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Angela Leigh Johnson Chief Financial Officer May, 2017 less than 5%
        Jimmy Burton Hicks President & Ceo January, 2017 less than 5%
        Richard Wayne Johnson Director January, 2017 less than 5%
        James David Alger Svp Cco January, 2017 less than 5%
        Philip Andrew Tappan Director June, 2015 less than 5%
        Fred Gary Eason Chairman Of Board May, 2015 less than 5%
        Joe Winters Iii Clement Director December, 2014 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Other