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
$559M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$9.63M
2 +$7.27M
3 +$7.2M
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$4.64M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$4.08M

Top Sells

1 +$10.2M
2 +$6.75M
3 +$4.38M
4
AAPL icon
Apple
AAPL
+$3.39M
5
ARKK icon
ARK Innovation ETF
ARKK
+$1.98M

Sector Composition

1 Technology 8.86%
2 Energy 5.09%
3 Financials 4.92%
4 Healthcare 4.76%
5 Communication Services 4.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
-2,139
402
-1,900
403
-4,841
404
-20,000
405
-3,770
406
-3,060
407
-1,658
408
0
409
-6,763
410
-18,393
411
-6,860