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IDA

Intelligence Driven Advisers Portfolio holdings

AUM $574M
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
-11.57%
1 Year Est. Return
+16.47%
3 Year Est. Return
+43.84%
5 Year Est. Return
+36.07%
10 Year Est. Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow %
106.59%
Top 10 Hldgs %
47.08%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–

Top Buys

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$13.3M
2
SHAG icon
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
+$10.2M
3
JPHF
JPMorgan Diversified Alternatives ETF
JPHF
+$9.05M
4
RESD
WisdomTree International ESG Fund
RESD
+$7.71M
5
AAPL icon
Apple
AAPL
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.68%
2 Financials 3.16%
3 Consumer Staples 2.57%
4 Industrials 0.77%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRE icon
26
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$144M
$1.89M 1.2%
+85,040
New +$1.92M
SCHZ icon
27
Schwab US Aggregate Bond ETF
SCHZ
$10.5B
$1.88M 1.19%
+74,112
New +$1.85M
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.77M 1.12%
+8,662
New +$1.81M
FNDC icon
29
Schwab Fundamental International Small Company Index ETF
FNDC
$3.03B
$1.75M 1.11%
+61,813
New +$1.92M
ILCV icon
30
iShares Morningstar Value ETF
ILCV
$1.3B
$1.72M 1.09%
+35,740
New +$1.84M
EZM icon
31
WisdomTree US MidCap Fund
EZM
$930M
$1.65M 1.04%
+48,066
New +$1.81M
XSOE icon
32
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.12B
$1.61M 1.02%
+62,920
New +$1.64M
SCHA icon
33
Schwab U.S Small- Cap ETF
SCHA
$23.1B
$1.47M 0.93%
+96,812
New +$1.64M
IWR icon
34
iShares Russell Mid-Cap ETF
IWR
$56.9B
$1.25M 0.79%
+26,833
New +$1.35M
DGRS icon
35
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$396M
$1.24M 0.79%
+39,895
New +$1.37M
VCSH icon
36
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.09M 0.69%
+13,964
New +$1.09M
VWO icon
37
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$1.02M 0.65%
+26,842
New +$1.04M
FISV
38
Fiserv Inc
FISV
$26.7B
$862K 0.55%
+11,733
New +$907K
AGG icon
39
iShares Core US Aggregate Bond ETF
AGG
$138B
$773K 0.49%
+7,262
New +$762K
FNDE icon
40
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.47B
$695K 0.44%
+26,899
New +$729K
META icon
41
Meta Platforms (Facebook)
META
$1.68T
$658K 0.42%
+5,020
New +$727K
VNQ icon
42
Vanguard Real Estate ETF
VNQ
$38.6B
$619K 0.39%
+8,306
New +$654K
KO icon
43
Coca-Cola
KO
$361B
$607K 0.38%
+12,821
New +$614K
IMCB icon
44
iShares Morningstar Mid-Cap ETF
IMCB
$1.64B
$569K 0.36%
+14,076
New +$617K
IMCG icon
45
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.97B
$567K 0.36%
+17,490
New +$609K
SCHE icon
46
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$563K 0.36%
+23,939
New +$580K
BNDX icon
47
Vanguard Total International Bond ETF
BNDX
$82.3B
$562K 0.36%
+10,359
New +$565K
VCIT icon
48
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.6B
$560K 0.35%
+6,752
New +$557K
IAGG icon
49
iShares Core International Aggregate Bond Fund
IAGG
$10.7B
$558K 0.35%
+10,684
New +$557K
IMCV icon
50
iShares Morningstar Mid-Cap Value ETF
IMCV
$1.11B
$555K 0.35%
+12,003
New +$609K
1
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