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
$210M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$8.57M
3
+$8.21M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$5.39M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M

Top Sells

1
+$6.55M
2
+$5.28M
3
+$4.58M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$4.43M
5
CBOE icon
Cboe Global Markets
CBOE
+$2.51M

Sector Composition

1 Technology 5.3%
2 Consumer Staples 3.48%
3 Financials 1.02%
4 Energy 0.66%
5 Industrials 0.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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