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
$677M
AUM Growth
+$57.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$34.3M
3
+$22.2M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$17.9M
5
IUS icon
Invesco RAFI Strategic US ETF
IUS
+$11.2M

Top Sells

1
+$48.8M
2
+$18.7M
3
+$16.9M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$13.4M
5
FRDM icon
Freedom 100 Emerging Markets ETF
FRDM
+$5.09M

Sector Composition

1 Technology 2.64%
2 Financials 0.72%
3 Consumer Discretionary 0.47%
4 Healthcare 0.44%
5 Communication Services 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$53.5K 0.01%
+17,029
102
$50.5K 0.01%
11,453
-12,192
103
$37.7K 0.01%
11,554
+929
104
$36K 0.01%
11,818
+515
105
– –
-10,789
106
– –
-6,257
107
– –
-19,373
108
– –
-2,612
109
– –
-30,000
1 2 3 4
5