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
$1.01B
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
599
New
Increased
Reduced
Closed

Top Buys

1
+$4.82M
2
+$4.16M
3
+$4.06M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.88M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.83M

Top Sells

1
+$8.7M
2
+$5.24M
3
+$3.97M
4
XOM icon
ExxonMobil
XOM
+$3.94M
5
TUG icon
STF Tactical Growth ETF
TUG
+$3.25M

Sector Composition

1 Technology 8.07%
2 Financials 3.53%
3 Healthcare 3.29%
4 Industrials 3.14%
5 Consumer Discretionary 3.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
17
477
$1K ﹤0.01%
+1
478
$1K ﹤0.01%
8
-3,461
479
$1K ﹤0.01%
4
480
$1K ﹤0.01%
7
-8
481
$1K ﹤0.01%
2
482
$1K ﹤0.01%
12
483
$1K ﹤0.01%
1
-5
484
$1K ﹤0.01%
1
485
$1K ﹤0.01%
1
-10
486
$1K ﹤0.01%
4
-8
487
$1K ﹤0.01%
8
488
$1K ﹤0.01%
3
-3
489
$1K ﹤0.01%
7
490
$1K ﹤0.01%
4
491
$1K ﹤0.01%
4
492
$1K ﹤0.01%
4
493
$1K ﹤0.01%
8
494
$1K ﹤0.01%
4
-6
495
$1K ﹤0.01%
11
496
$1K ﹤0.01%
2
497
$1K ﹤0.01%
4
-3
498
$1K ﹤0.01%
13
499
$1K ﹤0.01%
3
-5
500
$1K ﹤0.01%
6
-2
18 19
20
21 22