FIRST CITIZENS INVESTOR SERVICES, INC.

**FIRST CITIZENS INVESTOR SERVICES, INC.** manages $259M across a diversified portfolio of 23 holdings. The strategy exhibits a notable allocation to broad market indices, evidenced by top positions in IWY ($75.4M) and IWX ($38.8M). Significant exposure is also maintained in fixed income and international equity, with AGG ($29.9M) and IEFA ($20.2M) anchoring core allocations. This structure suggests a focus on established, liquid, and globally diversified asset classes.

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