IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+2.4%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$210M
AUM Growth
+$210M
(+15%)
Cap. Flow
+$24M
Cap. Flow
% of AUM
11.42%
Top 10 Holdings %
Top 10 Hldgs %
49.15%
Holding
116
New
22
Increased
24
Reduced
47
Closed
17
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$15.3M |
| 2 |
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
|
$8.57M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$8.21M |
| 4 |
Schwab International Equity ETF
SCHF
|
$5.39M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.44M |
Top Sells
Sector Composition
| 1 | Technology | 5.3% |
| 2 | Consumer Staples | 3.48% |
| 3 | Financials | 1.02% |
| 4 | Energy | 0.66% |
| 5 | Industrials | 0.65% |
