IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
-16.51%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(-2.1%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
12.86%
Top 10 Holdings %
Top 10 Hldgs %
57.11%
Holding
97
New
10
Increased
36
Reduced
33
Closed
13
Top Buys
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$32.2M |
| 2 |
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
|
$12.9M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$9.13M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$7.76M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$4.74M |
Top Sells
Sector Composition
| 1 | Technology | 4.82% |
| 2 | Consumer Staples | 3.16% |
| 3 | Financials | 1.43% |
| 4 | Communication Services | 0.75% |
| 5 | Industrials | 0.38% |
