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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
+4.07%
1 Year Est. Return
+16.47%
3 Year Est. Return
+43.84%
5 Year Est. Return
+36.07%
10 Year Est. Return
–
AUM
$545M
AUM Growth
+$99M
(+22%)
Cap. Flow
+$118M
Cap. Flow
% of AUM
21.68%
Top 10 Holdings %
Top 10 Hldgs %
53.57%
Holding
100
New
23
Increased
20
Reduced
39
Closed
14
Top Buys
| 1 |
Vanguard Value ETF
VTV
|
+$34.6M |
| 2 |
Vanguard Small-Cap ETF
VB
|
+$26.3M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$14.8M |
| 4 |
VZIO
VIZIO Holding Corp.
VZIO
|
+$11.3M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$11.2M |
Top Sells
| 1 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.81M |
| 2 |
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
|
+$2.47M |
| 3 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$1.68M |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$1.64M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$1.32M |
Sector Composition
| 1 | Technology | 4.43% |
| 2 | Financials | 0.42% |
| 3 | Consumer Staples | 0.39% |
| 4 | Consumer Discretionary | 0.23% |
| 5 | Communication Services | 0.15% |
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