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
426
$18K ﹤0.01%
2,683
-1,580
427
$18K ﹤0.01%
209
-767
428
$18K ﹤0.01%
+1,919
429
$17K ﹤0.01%
61
+39
430
$17K ﹤0.01%
+203
431
$17K ﹤0.01%
199
-244
432
$17K ﹤0.01%
+153
433
$17K ﹤0.01%
+189
434
$17K ﹤0.01%
181
+141
435
$17K ﹤0.01%
43
+21
436
$17K ﹤0.01%
228
-9,979
437
$16K ﹤0.01%
+167
438
$16K ﹤0.01%
+239
439
$16K ﹤0.01%
+246
440
$16K ﹤0.01%
25
+18
441
$16K ﹤0.01%
42
+22
442
$16K ﹤0.01%
76
+48
443
$16K ﹤0.01%
+24
444
$15K ﹤0.01%
359
-90
445
$15K ﹤0.01%
+99
446
$14K ﹤0.01%
86
+11
447
$14K ﹤0.01%
252
-274
448
$14K ﹤0.01%
+100
449
$14K ﹤0.01%
+161
450
$14K ﹤0.01%
655
-559
16 17
18
19 20