IF
Intrua Financial Portfolio holdings
AUM
$911M
1-Year Est. Return
17.01%
This Fund
S&P 500
1 Year Est. Return
+17.01%
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 | 3.69% |
| 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
Exelon
EXC
$44.7B
| – | – |
-7,914
|
|
||
452
Capital One
COF
$139B
| – | – |
-1,055
|
|
||
453
Cigna
CI
$76.9B
| – | – |
-609
|
|