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
476
$11K ﹤0.01%
+96
477
$11K ﹤0.01%
65
+41
478
$11K ﹤0.01%
+36
479
$11K ﹤0.01%
169
-381
480
$11K ﹤0.01%
+101
481
$11K ﹤0.01%
+324
482
$11K ﹤0.01%
126
-1,290
483
$10K ﹤0.01%
+95
484
$10K ﹤0.01%
+139
485
$10K ﹤0.01%
78
+55
486
$10K ﹤0.01%
609
-1,672
487
$10K ﹤0.01%
735
-6,766
488
$10K ﹤0.01%
+235
489
$10K ﹤0.01%
38
-26
490
$10K ﹤0.01%
38
+27
491
$10K ﹤0.01%
+61
492
$10K ﹤0.01%
+60
493
$10K ﹤0.01%
+236
494
$9K ﹤0.01%
+2,958
495
$9K ﹤0.01%
111
-10,183
496
$9K ﹤0.01%
297
-348
497
$9K ﹤0.01%
140
-445
498
$8K ﹤0.01%
95
-27
499
$8K ﹤0.01%
50
-24
500
$8K ﹤0.01%
+154
18 19
20
21 22