IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$663M
This Quarter Return
+5.23%
1 Year Return
+11.41%
3 Year Return
+40.32%
5 Year Return
+46.08%
10 Year Return
–
AUM
$700M
AUM Growth
+$700M
(-0.89%)
Cap. Flow
-$40M
Cap. Flow
% of AUM
-5.72%
Top 10 Holdings %
Top 10 Hldgs %
74.62%
Holding
119
New
14
Increased
49
Reduced
44
Closed
8
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$56.1M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$4.27M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.98M |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
$2.7M |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.22M |
Sector Composition
| 1 | Technology | 3.63% |
| 2 | Financials | 0.86% |
| 3 | Healthcare | 0.69% |
| 4 | Communication Services | 0.63% |
| 5 | Consumer Discretionary | 0.58% |
