IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+3.84%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$556M
AUM Growth
+$556M
(+2%)
Cap. Flow
-$122K
Cap. Flow
% of AUM
-0.02%
Top 10 Holdings %
Top 10 Hldgs %
63.74%
Holding
106
New
7
Increased
34
Reduced
42
Closed
14
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
$3.85M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.08M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.97M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$1.62M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.53M |
Top Sells
| 1 |
VZIO
VIZIO Holding Corp.
VZIO
|
$3.27M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$3.26M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
$1.09M |
| 4 |
Stryker
SYK
|
$722K |
| 5 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$670K |
Sector Composition
| 1 | Technology | 2.56% |
| 2 | Consumer Staples | 0.57% |
| 3 | Financials | 0.5% |
| 4 | Healthcare | 0.24% |
| 5 | Communication Services | 0.16% |
