IDA

Intelligence Driven Advisers Portfolio holdings

AUM $663M
1-Year Est. Return 11.41%
This Quarter Est. Return
1 Year Est. Return
+11.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
-$68.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$7.12M
3
+$6.71M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$3.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.08M

Top Sells

1
+$25.2M
2
+$23.1M
3
+$15.3M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$11.1M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$6.83M

Sector Composition

1 Technology 3.01%
2 Financials 0.52%
3 Consumer Staples 0.43%
4 Healthcare 0.36%
5 Consumer Discretionary 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.05%
+927
77
$81K 0.02%
10,000
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