IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+1.72%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$211M
AUM Growth
+$211M
(+0.48%)
Cap. Flow
-$1.74M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
59.24%
Holding
108
New
9
Increased
24
Reduced
50
Closed
20
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$17.7M |
| 2 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.06M |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.41M |
| 4 |
Cboe Global Markets
CBOE
|
$2.28M |
| 5 |
Bank of Montreal
BMO
|
$1.96M |
Top Sells
Sector Composition
| 1 | Technology | 4.68% |
| 2 | Consumer Staples | 3.5% |
| 3 | Financials | 3.07% |
| 4 | Industrials | 0.67% |
| 5 | Communication Services | 0.57% |
