IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+7.48%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$545M
AUM Growth
+$545M
(+9.8%)
Cap. Flow
+$19.5M
Cap. Flow
% of AUM
3.58%
Top 10 Holdings %
Top 10 Hldgs %
63.25%
Holding
120
New
13
Increased
27
Reduced
49
Closed
21
Top Buys
Top Sells
| 1 |
iShares Core Total USD Bond Market ETF
IUSB
|
$34.2M |
| 2 |
iShares MSCI EAFE Value ETF
EFV
|
$24.9M |
| 3 |
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
|
$19M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$18.7M |
| 5 |
iShares MSCI EAFE Growth ETF
EFG
|
$17.6M |
Sector Composition
| 1 | Technology | 2.62% |
| 2 | Consumer Staples | 0.58% |
| 3 | Financials | 0.52% |
| 4 | Healthcare | 0.39% |
| 5 | Consumer Discretionary | 0.12% |
