IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+14.69%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$283M
AUM Growth
+$283M
(+31%)
Cap. Flow
+$35.3M
Cap. Flow
% of AUM
12.48%
Top 10 Holdings %
Top 10 Hldgs %
58%
Holding
90
New
6
Increased
37
Reduced
37
Closed
5
Top Buys
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$8.81M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
$4.42M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
$3.73M |
| 4 |
Schwab International Equity ETF
SCHF
|
$3.27M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$3.07M |
Top Sells
Sector Composition
| 1 | Technology | 4.91% |
| 2 | Consumer Staples | 2.78% |
| 3 | Financials | 1.35% |
| 4 | Communication Services | 0.65% |
| 5 | Industrials | 0.41% |
