IF
Intrua Financial Portfolio holdings
AUM
$854M
1-Year Est. Return
14.97%
1 Year Est. Return
+14.97%
AUM
$854M
AUM Growth
+$158M
(+23%)
Holding
453
Top Buys
| 1 | +$10M | |
| 2 | +$6.69M | |
| 3 | +$5.68M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.37M |
| 5 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$2.81M |
Top Sells
| 1 | +$3.14M | |
| 2 | +$2.13M | |
| 3 | +$511K | |
| 4 |
Constellation Energy
CEG
|
+$464K |
| 5 |
OKLO
Oklo
OKLO
|
+$463K |
Sector Composition
| 1 | Technology | 7.6% |
| 2 | Energy | 3.66% |
| 3 | Financials | 2.77% |
| 4 | Healthcare | 2.62% |
| 5 | Industrials | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Republic Services
RSG
$65.8B
| – | – |
-900
|
|
||
452
Sherwin-Williams
SHW
$83.7B
| – | – |
-873
|
|
||
453
Vodafone
VOD
$29.4B
| – | – |
-22,007
|
|