TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09M
AUM Growth
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$53.6K
2
+$12.5K
3
+$11.8K
4
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$11.7K
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6K

Top Sells

1
+$54K
2
+$38.7K
3
+$26.1K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$17.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$17.5K

Sector Composition

1 Technology 0.83%
2 Healthcare 0.66%
3 Industrials 0.59%
4 Consumer Staples 0.49%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$37K 0.9%
314
-66
27
$37K 0.9%
501
-60
28
$34K 0.83%
361
-49
29
$34K 0.83%
680
+19
30
$33K 0.81%
644
-88
31
$32K 0.78%
1,847
-202
32
$30K 0.73%
4,721
-230
33
$29K 0.71%
251
+7
34
$28K 0.68%
469
-6
35
$22K 0.54%
481
-103
36
$21K 0.51%
563
-131
37
$21K 0.51%
451
-95
38
$21K 0.51%
365
-82
39
$14K 0.34%
82
+7
40
$13K 0.32%
463
+17
41
$11K 0.27%
135
-16
42
$11K 0.27%
41
-2
43
$11K 0.27%
111
-3
44
$11K 0.27%
193
-11
45
$9K 0.22%
125
-19
46
$9K 0.22%
55
47
$7K 0.17%
69
+3
48
$7K 0.17%
45
49
$6K 0.15%
+117
50
$6K 0.15%
126
-23
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