IF
Intrua Financial Portfolio holdings
AUM
$911M
1-Year Est. Return
18.25%
This Fund
S&P 500
1 Year Est. Return
+18.25%
AUM
$854M
AUM Growth
+$158M
(+23%)
Holding
453
Top Buys
| 1 | +$10.1M | |
| 2 | +$6.53M | |
| 3 | +$5.61M | |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$4.35M |
| 5 |
Pacer Global Cash Cows Dividend ETF
GCOW
|
+$2.79M |
Top Sells
| 1 | +$3.06M | |
| 2 | +$2.12M | |
| 3 | +$493K | |
| 4 |
Constellation Energy
CEG
|
+$455K |
| 5 |
American Tower
AMT
|
+$454K |
Sector Composition
| 1 | Technology | 7.66% |
| 2 | Energy | 3.69% |
| 3 | Financials | 2.71% |
| 4 | Healthcare | 2.62% |
| 5 | Industrials | 2.3% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
451
Vodafone
VOD
$33.8B
| – | – |
-22,007
|
|
||
|
452
American Tower
AMT
$78.7B
| – | – |
-2,055
|
|
||
453
Republic Services
RSG
$67.1B
| – | – |
-900
|
|