SIM
Scottrade Investment Management Portfolio holdings
AUM
$1.84B
1-Year Est. Return
11.16%
1 Year Est. Return
+11.16%
AUM
$1.55B
AUM Growth
+$300M
(+24%)
Holding
7
Top Buys
| 1 | +$106M | |
| 2 | +$50.1M | |
| 3 | +$32.3M | |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$29.4M |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$23.9M |
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares S&P 500 Growth ETF
IVW
$66.5B
| $374M | 24.19% |
10,935,092
+435,152
|
|
||
|
2
iShares S&P 500 Value ETF
IVE
$42.1B
| $333M | 21.53% |
3,172,305
+227,481
|
|
||
3
iShares Core US Aggregate Bond ETF
AGG
$132B
| $255M | 16.48% |
2,327,151
+294,891
|
|
||
4
iShares Core MSCI EAFE ETF
IEFA
$156B
| $210M | 13.6% |
3,453,904
+822,647
|
|
||
|
5
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $153M | 9.88% |
4,392,235
+845,405
|
|
||
6
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$18B
| $116M | 7.48% |
1,307,662
+163,673
|
|
||
7
iShares TIPS Bond ETF
TIP
$13.8B
| $106M | 6.83% |
+931,355
|
|