TAIM

TD Ameritrade Investment Management Portfolio holdings

AUM $9.4B
1-Year Est. Return 7.2%
This Quarter Est. Return
1 Year Est. Return
+7.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$14.3B
AUM Growth
+$2.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
753
New
Increased
Reduced
Closed

Top Buys

1
+$317M
2
+$174M
3
+$93.9M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$51.9M
5
VONV icon
Vanguard Russell 1000 Value ETF
VONV
+$48.3M

Top Sells

1
+$208M
2
+$126M
3
+$83.3M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$82M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$81.8M

Sector Composition

1 Financials 0.11%
2 Technology 0.1%
3 Healthcare 0.1%
4 Industrials 0.06%
5 Communication Services 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$48K ﹤0.01%
+1,295
352
$47K ﹤0.01%
+3,885
353
$47K ﹤0.01%
193
-113
354
$46K ﹤0.01%
+1,886
355
$46K ﹤0.01%
209
-941
356
$46K ﹤0.01%
+132
357
$46K ﹤0.01%
2,873
-556
358
$45K ﹤0.01%
+532
359
$44K ﹤0.01%
1,177
-4,128
360
$44K ﹤0.01%
2,134
+1,993
361
$43K ﹤0.01%
+180
362
$43K ﹤0.01%
225
+165
363
$43K ﹤0.01%
2,357
-753
364
$43K ﹤0.01%
465
+442
365
$42K ﹤0.01%
591
-394
366
$42K ﹤0.01%
195
+93
367
$42K ﹤0.01%
483
-320
368
$42K ﹤0.01%
836
+195
369
$42K ﹤0.01%
457
-89
370
$41K ﹤0.01%
1,552
+95
371
$41K ﹤0.01%
216
+129
372
$40K ﹤0.01%
799
-70
373
$39K ﹤0.01%
1,135
-300
374
$38K ﹤0.01%
155
+84
375
$38K ﹤0.01%
1,174
-231
13 14
15
16 17