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IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$574M
1-Year Est. Return
16.47%
This Fund
S&P 500
This Quarter
Est. Return
+8.18%
1 Year Est. Return
+16.47%
3 Year Est. Return
+43.84%
5 Year Est. Return
+36.07%
10 Year Est. Return
–
AUM
$446M
AUM Growth
+$19.7M
(+4.6%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-3.34%
Top 10 Holdings %
Top 10 Hldgs %
56.15%
Holding
96
New
17
Increased
28
Reduced
33
Closed
5
Top Buys
| 1 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$11.7M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$8.8M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
+$7.95M |
| 4 |
iShares Russell 3000 ETF
IWV
|
+$5.07M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$4.8M |
Top Sells
| 1 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$31.4M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$15.1M |
| 3 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$14.5M |
| 4 |
iShares US Financial Services ETF
IYG
|
+$10.1M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$9.62M |
Sector Composition
| 1 | Technology | 4.16% |
| 2 | Consumer Staples | 1.71% |
| 3 | Financials | 0.91% |
| 4 | Communication Services | 0.46% |
| 5 | Consumer Discretionary | 0.37% |
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