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IDA
Intelligence Driven Advisers Portfolio holdings
AUM
$574M
1-Year Est. Return
16.47%
This Fund
S&P 500
This Quarter
Est. Return
+6.84%
1 Year Est. Return
+16.47%
3 Year Est. Return
+43.84%
5 Year Est. Return
+36.07%
10 Year Est. Return
–
AUM
$721M
AUM Growth
+$58.2M
(+8.8%)
Cap. Flow
+$14.4M
Cap. Flow
% of AUM
1.99%
Top 10 Holdings %
Top 10 Hldgs %
70.92%
Holding
128
New
9
Increased
43
Reduced
46
Closed
4
Top Buys
Top Sells
| 1 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$3.95M |
| 2 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.69M |
| 3 |
iShares Russell Top 200 Growth ETF
IWY
|
+$997K |
| 4 |
Dimensional US High Profitability ETF
DUHP
|
+$889K |
| 5 |
Freedom 100 Emerging Markets ETF
FRDM
|
+$685K |
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
$106M
| – | – |
-26,231
| Closed | -$52.5K |
|
127
Palo Alto Networks
PANW
$282B
| – | – |
-1,236
| Closed | -$253K |
|
128
iShares 0-3 Month Treasury Bond ETF
SGOV
$97.5B
| – | – |
-2,313
| Closed | -$233K |
|
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