IF

Intrua Financial Portfolio holdings

AUM $696M
1-Year Est. Return 13.81%
This Quarter Est. Return
1 Year Est. Return
+13.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$552M
AUM Growth
-$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.67%
2 Energy 8.33%
3 Financials 5.21%
4 Consumer Discretionary 5.09%
5 Healthcare 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-2,405
377
-12,805
378
-8,128