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
$509M
AUM Growth
-$37.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$13.4M
2 +$6.68M
3 +$5.95M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.34M
5
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$2.88M

Sector Composition

1 Technology 3.3%
2 Consumer Staples 0.62%
3 Financials 0.43%
4 Healthcare 0.24%
5 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,406
102
-3,158
103
-3,713