IF
Intrua Financial Portfolio holdings
AUM
$696M
This Quarter Return
+24.09%
1 Year Return
+13.81%
3 Year Return
+53.41%
5 Year Return
+103.76%
10 Year Return
–
AUM
$262M
AUM Growth
–
Cap. Flow
+$262M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.93%
Holding
248
New
244
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$24.2M |
| 2 |
ARK Innovation ETF
ARKK
|
$14.2M |
| 3 |
SPDR Gold Trust
GLD
|
$8.67M |
| 4 |
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
|
$7.82M |
| 5 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$7.61M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.6% |
| 2 | Financials | 7.5% |
| 3 | Consumer Discretionary | 4.99% |
| 4 | Consumer Staples | 4.78% |
| 5 | Energy | 4.16% |
