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
$616M
AUM Growth
+$280K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$23.5M
2
+$17.3M
3
+$8.03M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$5.23M
5
RWL icon
Invesco S&P 500 Revenue ETF
RWL
+$4.55M

Top Sells

1
+$8.15M
2
+$7.3M
3
+$5.5M
4
MGY icon
Magnolia Oil & Gas
MGY
+$4.59M
5
XOM icon
Exxon Mobil
XOM
+$3.04M

Sector Composition

1 Technology 7.83%
2 Energy 4.46%
3 Financials 3.43%
4 Healthcare 3.23%
5 Communication Services 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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