We are live on ! Find out more
TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 23.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$471M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.54M
2
+$4.67M
3
+$4.48M
4
IXJ icon
iShares Global Healthcare ETF
IXJ
+$4.22M
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$4.17M

Top Sells

1
+$6.25M
2
+$5.01M
3
+$4.91M
4
PFI icon
Invesco Dorsey Wright Financial Momentum ETF
PFI
+$4.44M
5
IYW icon
iShares US Technology ETF
IYW
+$4.03M

Sector Composition

1 Technology 2.52%
2 Healthcare 1.55%
3 Consumer Staples 1.32%
4 Consumer Discretionary 1.15%
5 Industrials 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
2
477
$1K ﹤0.01%
10
478
$1K ﹤0.01%
22
+5
479
$1K ﹤0.01%
22
+6
480
$1K ﹤0.01%
17
481
$1K ﹤0.01%
7
482
$1K ﹤0.01%
1
483
$1K ﹤0.01%
6
-3
484
$1K ﹤0.01%
3
485
$1K ﹤0.01%
1
486
$1K ﹤0.01%
1
487
$1K ﹤0.01%
1
488
$1K ﹤0.01%
2
489
$1K ﹤0.01%
6
490
$1K ﹤0.01%
4
491
$1K ﹤0.01%
1
492
$1K ﹤0.01%
1
493
$1K ﹤0.01%
1
494
$1K ﹤0.01%
1
495
$1K ﹤0.01%
1
496
$1K ﹤0.01%
1
497
$1K ﹤0.01%
2
498
$1K ﹤0.01%
5
499
$1K ﹤0.01%
2
500
$1K ﹤0.01%
2
18 19
20
21 22