Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC is a U.S.-based investment adviser headquartered in Newport Beach, California. The firm is part of Pacific Life, a well-established financial institution with deep roots in asset management, insurance, and investment solutions. Founded in 2010, Pacific Life Fund Advisors LLC leverages the broader Pacific Life platform to offer tailored investment management services to institutional investors, primarily managing assets for investment companies and pooled vehicles. The firm employs approximately 18-20 professionals committed to delivering disciplined investment strategies.
Investment Strategy
Pacific Life Fund Advisors LLC utilizes a disciplined and research-driven investment approach, focusing on delivering competitive risk-adjusted returns primarily through management of fixed income and multi-asset portfolios. The firm emphasizes diversification, active management, and rigorous risk controls in portfolio construction, serving investment companies and institutional clients. Its strategies are typically designed to align with clients’ investment objectives, providing broad asset class exposure with a focus on capital preservation and steady growth.
Top Holdings
Equity Positions (20)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWD | ISHARES TR | 23.04% | $215.0M | 1,106,742 | $188.16 | $194.23 | -$17.7M |
I IWP | ISHARES TR | 11.34% | $105.8M | 763,166 | $117.57 | $138.68 | +$16.5M |
I IWN | ISHARES TR | 10.13% | $94.5M | 599,286 | $157.01 | $157.76 | +$18.8M |
I IWS | ISHARES TR | 8.92% | $83.3M | 630,104 | $128.23 | $132.14 | +$33.0M |
A AVLC | AMERICAN CENTY ETF TR | 7.32% | $68.3M | 961,300 | $64.55 | $71.04 | +$4.4M |