Pacific Life Fund Advisors LLC
Annual return '25
+18.9%
SPY '25
+17.7%
Alpha
+1.2ptsvs SPY
Invested
$870.5M
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 96%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IWD
ISHARES TR
Q1 2026: Increased +42.7% (80.8k → 115.3k shares)
19.7%
02
$IWS
ISHARES TR
Q4 2025: Exited (was 620.1k shares)
10.2%
03
$IWN
ISHARES TR
Q1 2026: Increased +210.2% (1.4k → 4.4k shares)
9.3%
04
$IWP
ISHARES TR
Q4 2025: Exited (was 702.0k shares)
8.9%
05
$IWO
ISHARES TR
Q4 2025: Sold 93.4% (107.1k → 7.1k shares)
7.3%
06
$AVLC
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 872.8k shares)
7.1%
07
$IEMG
ISHARES INC
Q1 2026: Increased +21.1% (1.01M → 1.23M shares)
5.7%
08
$VONG
VANGUARD SCOTTSDALE FDS
Q4 2025: Sold 96.2% (335.0k → 12.8k shares)
4.4%
09
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 520.7k shares)
4.1%
10
$EFV
ISHARES TR
Q4 2025: Sold 83.3% (578.2k → 96.2k shares)
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.