MIRACLE MILE ADVISORS, LLC

HTTP://WWW.MIRACLEMILEADVISORS.COM LOS ANGELES, CA Investment Advisor How do I update this listing?

Miracle Mile Advisors is based out of Los Angeles. Miracle Mile Advisors is a large advisory firm with 569 clients and discretionary assets under management (AUM) of $1,470,252,353 (Form ADV from 2020-06-23). Their last reported 13F filing for Q2 2020 included $1,213,326,000 in managed 13F securities and a top 10 holdings concentration of 31.38%. Miracle Mile Advisors's largest holding is iShares Short Treasury Bond ETF with shares held of 600,931. Miracle Mile Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 27 13F filings, and 3 13G filings

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06/30/2020

13F Activity

  • Market Value $1.213 Billion
  • Prior Market Value $932.698 Million
  • New Purchases70 stocks
  • Additional Purchases97 stocks
  • Sold out of36 stocks
  • Reduced holdings in121 stocks
  • Top 10 Holdings % 31.38 %
  • Turnover % [1]:34.75%
  • Turnover Alt % [2]: 29.44 %
  • Time Held Top20:6.30 quarters
  • Time Held Top10:3.30 quarters
  • Time Held All:5.91 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 10.72%
Performance Last 4 Quarters: 21.26%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

MIRACLE MILE ADVISORS, LLC
11300 WEST OLYMPIC BLVD SUITE 800
LOS ANGELES CA    90064
Country: United States

Business Phone: (310) 246-1243
Fax: (310) 246-1529
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 20
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 616,798,000
Total Number of Clients: 569
Amount of client funds and securities by related persons: 0
Total Number of clients from related persons: 0
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, BROCK, EVAN MANAGING MEMBER 03/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-03-01
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROLPH, DUNCAN, EARL MANAGING MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER direct 2014-01-01
WOOTON, MARLA, JEAN CHIEF COMPLIANCE OFFICER 01/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
THEMIS ASSET STRATEGIES, LLC CHIEF COMPLIANCE OFFICER direct 2008-05-01

MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2020-03-23
Name Title Start Date Direct/Indirect % Ownership

MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2019-12-09
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, BROCK, EVAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-03-01
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROLPH, DUNCAN, EARL MANAGING MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER direct 2014-01-01

MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, BROCK, EVAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-03-01
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROLPH, DUNCAN, EARL MANAGING MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER direct 2014-01-01
LU, JUDITH, MARIA MANAGING DIRECTOR/MEMBER 01/01/2018 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING DIRECTOR/MEMBER direct 2018-01-01

MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2018-12-27
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, BROCK, EVAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-03-01
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROLPH, DUNCAN, EARL MANAGING MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER direct 2014-01-01

MIRACLE MILE ADVISORS, LLC

ownership team - last updated 2018-04-24
Name Title Start Date Direct/Indirect % Ownership
MOSELEY, BROCK, EVAN MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 03/01/2010 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER / CHIEF COMPLIANCE OFFICER direct 2010-03-01
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER & CHIEF COMPLIANCE OFFICER direct 2010-03-01
ROLPH, DUNCAN, EARL MANAGING MEMBER 01/01/2014 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
MIRACLE MILE ADVISORS, LLC MANAGING MEMBER direct 2014-01-01

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