IF

Intrua Financial Portfolio holdings

AUM $911M
1-Year Est. Return 18.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$543M
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1 +$8.06M
2 +$6.72M
3 +$6.31M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$5.14M

Top Sells

1 +$8.98M
2 +$5.64M
3 +$4.68M
4
IXN icon
iShares Global Tech ETF
IXN
+$4.26M
5
IHI icon
iShares US Medical Devices ETF
IHI
+$3.14M

Sector Composition

1 Technology 9.11%
2 Financials 4.82%
3 Healthcare 4.44%
4 Energy 4.33%
5 Communication Services 3.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
0
377
-6,867
378
-2,390