IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+5.39%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$220M
AUM Growth
+$220M
(+4.3%)
Cap. Flow
-$1.78M
Cap. Flow
% of AUM
-0.81%
Top 10 Holdings %
Top 10 Hldgs %
59.83%
Holding
96
New
8
Increased
25
Reduced
46
Closed
9
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$3.34M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
$1.13M |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$1.11M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$986K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$960K |
Top Sells
Sector Composition
| 1 | Technology | 5.37% |
| 2 | Consumer Staples | 3.37% |
| 3 | Financials | 2.16% |
| 4 | Communication Services | 0.72% |
| 5 | Industrials | 0.59% |
