IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$721M
1-Year Est. Return
13.11%
1 Year Est. Return
+13.11%
AUM
$721M
AUM Growth
+$58.2M
(+8.8%)
Holding
128
Top Buys
| 1 | +$5.75M | |
| 2 | +$5.71M | |
| 3 | +$3.39M | |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
+$3.21M |
| 5 |
SPDR MSCI EAFE StrategicFactors ETF
QEFA
|
+$1.93M |
Top Sells
| 1 | +$3.99M | |
| 2 | +$3.82M | |
| 3 | +$1.05M | |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$916K |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$724K |
Sector Composition
| 1 | Technology | 4.2% |
| 2 | Financials | 1.17% |
| 3 | Communication Services | 0.91% |
| 4 | Consumer Discretionary | 0.65% |
| 5 | Industrials | 0.59% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FLNT
126
Fluent
FLNT
$52.5M
| – | – |
-26,231
|
|
||
127
Palo Alto Networks
PANW
$133B
| – | – |
-1,236
|
|
||
128
iShares 0-3 Month Treasury Bond ETF
SGOV
$63.4B
| – | – |
-2,313
|
|