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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
-11.57%
1 Year Est. Return
+16.47%
3 Year Est. Return
+43.84%
5 Year Est. Return
+36.07%
10 Year Est. Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$168M
Cap. Flow %
106.59%
Top 10 Hldgs %
47.08%
Holding
96
New
96
Increased
–
Reduced
–
Closed
–

Top Buys

1
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$13.3M
2
SHAG icon
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
+$10.2M
3
JPHF
JPMorgan Diversified Alternatives ETF
JPHF
+$9.05M
4
RESD
WisdomTree International ESG Fund
RESD
+$7.71M
5
AAPL icon
Apple
AAPL
+$7.04M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.68%
2 Financials 3.16%
3 Consumer Staples 2.57%
4 Industrials 0.77%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRW icon
1
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$12.4M 7.82%
+322,345
New +$13.3M
SHAG icon
2
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.5M
$10.3M 6.5%
+210,039
New +$10.2M
JPHF
3
DELISTED
JPMorgan Diversified Alternatives ETF
JPHF
$8.95M 5.67%
+372,988
New +$9.05M
RESD
4
DELISTED
WisdomTree International ESG Fund
RESD
$7.01M 4.44%
+343,497
New +$7.71M
AGGY icon
5
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$956M
$6.47M 4.1%
+134,150
New +$6.4M
SCHM icon
6
Schwab US Mid-Cap ETF
SCHM
$14.9B
$6.12M 3.87%
+382,950
New +$6.69M
IWB icon
7
iShares Russell 1000 ETF
IWB
$48.5B
$6.1M 3.86%
+44,008
New +$6.58M
MTUM icon
8
iShares MSCI USA Momentum Factor ETF
MTUM
$27.5B
$6.1M 3.86%
+60,850
New +$6.51M
AAPL icon
9
Apple
AAPL
$4.62T
$5.72M 3.62%
+145,172
New +$7.04M
ILCB icon
10
iShares Morningstar US Equity ETF
ILCB
$1.28B
$5.25M 3.33%
+147,448
New +$5.75M
SCHF icon
11
Schwab International Equity ETF
SCHF
$66.4B
$4.47M 2.83%
+315,218
New +$4.82M
ILCG icon
12
iShares Morningstar Growth ETF
ILCG
$3.21B
$4.05M 2.56%
+127,755
New +$4.32M
EFG icon
13
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$3.76M 2.38%
+54,406
New +$3.96M
RWO icon
14
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$2.98M 1.89%
+67,346
New +$3.12M
BSCK
15
DELISTED
Invesco BulletShares 2020 Corporate Bond ETF
BSCK
$2.75M 1.74%
+130,644
New +$2.75M
SCHB icon
16
Schwab US Broad Market ETF
SCHB
$43.5B
$2.68M 1.7%
+268,566
New +$2.9M
IWF icon
17
iShares Russell 1000 Growth ETF
IWF
$126B
$2.66M 1.68%
+81,300
New +$2.87M
SCZ icon
18
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.1B
$2.58M 1.63%
+49,684
New +$2.78M
GIS icon
19
General Mills
GIS
$19.1B
$2.49M 1.58%
+64,056
New +$2.71M
CBOE icon
20
Cboe Global Markets
CBOE
$28.6B
$2.48M 1.57%
+26,300
New +$2.74M
SLYV icon
21
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.88B
$2.38M 1.51%
+44,318
New +$2.69M
WTPI
22
WisdomTree Equity Premium Income Fund
WTPI
$496M
$2.35M 1.49%
+92,504
New +$2.63M
QAI icon
23
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$1.01B
$2.26M 1.43%
+78,360
New +$2.34M
SPMD icon
24
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$18.2B
$2.14M 1.36%
+72,752
New +$2.37M
VTI icon
25
Vanguard Total Stock Market ETF
VTI
$665B
$2.1M 1.33%
+16,471
New +$2.27M
1
2 3 4

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