IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+5.36%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$514M
AUM Growth
+$514M
(+15%)
Cap. Flow
+$32.7M
Cap. Flow
% of AUM
6.35%
Top 10 Holdings %
Top 10 Hldgs %
54.02%
Holding
95
New
23
Increased
24
Reduced
38
Closed
3
Top Buys
| 1 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$24.7M |
| 2 |
iShares Fallen Angels USD Bond ETF
FALN
|
$24.4M |
| 3 |
iShares MSCI EAFE Value ETF
EFV
|
$24.1M |
| 4 |
iShares Core Total USD Bond Market ETF
IUSB
|
$22.6M |
| 5 |
Invesco Total Return Bond ETF
GTO
|
$13.3M |
Top Sells
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Consumer Staples | 0.46% |
| 3 | Financials | 0.44% |
| 4 | Real Estate | 0.39% |
| 5 | Healthcare | 0.21% |
