Intelligence Driven Advisers Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
+$8.72M |
| 2 |
PIMCO Active Bond Exchange-Traded Fund
BOND
|
+$4.33M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$3.51M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$3.09M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.91M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPHF
JPMorgan Diversified Alternatives ETF
JPHF
|
+$1.62M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$969K |
| 3 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$803K |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$796K |
| 5 |
iShares Morningstar Growth ETF
ILCG
|
+$625K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 89.27% |
| 2 | Technology | 4.91% |
| 3 | Consumer Staples | 2.78% |
| 4 | Financials | 1.35% |
| 5 | Communication Services | 0.65% |
Similar funds
Intelligence Driven Advisers's Q2 2020 Portfolio in Review
As of Q2 2020, Intelligence Driven Advisers held 90 positions worth $283M, up 31% from $216M the previous quarter. Its ten largest holdings account for 58% of the portfolio.
Intelligence Driven Advisers deployed $34.3M of net new capital in Q2 2020, opening 6 new positions and adding to 37 existing holdings. Its largest new stake was JPMorgan Ultra-Short Income ETF: 13,916 shares worth $706K.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, up from 89% a quarter earlier, followed by Technology and Consumer Staples.
On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $969K trimmed.
- Intelligence Driven Advisers's largest Q2 2020 buy was JPMorgan Ultra-Short Income ETF: 13,916 shares worth $706K.
- Intelligence Driven Advisers added most to JPMorgan BetaBuilders US Aggregate Bond ETF in Q2 2020, an estimated $8.72M increase.
- Intelligence Driven Advisers's biggest Q2 2020 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $969K.
- Intelligence Driven Advisers fully exited JPMorgan Diversified Alternatives ETF in Q2 2020, selling an estimated $1.62M.
- Intelligence Driven Advisers's ten largest holdings make up 58% of its $283M portfolio in Q2 2020.
- Intelligence Driven Advisers opened 6 new positions and closed 5 in Q2 2020.
- Intelligence Driven Advisers's portfolio value rose 31% quarter-over-quarter to $283M.
Based on Intelligence Driven Advisers's 13F filing for Q2 2020, filed 14 Aug 2020.