MIRACLE MILE ADVISORS, LLC

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Miracle Mile Advisors is based out of Los Angeles. Miracle Mile Advisors is a large advisory firm with 491 clients and discretionary assets under management (AUM) of $1,399,690,508 (Form ADV from 2018-12-01). Their last reported 13F filing for Q3 2019 included $1,426,415,000 in managed 13F securities and a top 10 holdings concentration of 35.96%. Miracle Mile Advisors's largest holding is SPDR Doubleline Total Return Tactical ETF with shares held of 1,754,006. Whalewisdom has at least 24 13F filings, and 3 13G filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $1.426 Billion
  • Prior Market Value $1.337 Billion
  • New Purchases35 stocks
  • Additional Purchases116 stocks
  • Sold out of15 stocks
  • Reduced holdings in94 stocks
  • Top 10 Holdings % 35.96 %
  • Turnover % [1]:18.05%
  • Turnover Alt % [2]: 15.90 %
  • Time Held Top20:8.25 quarters
  • Time Held Top10:10.10 quarters
  • Time Held All:4.97 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 5.56%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

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: 29
Other Business Activities: insurance broker or agent
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 322,621,000
Total Number of Clients: 491
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.

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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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