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TFA
Transamerica Financial Advisors Portfolio holdings
AUM
$1.17B
1-Year Est. Return
23.43%
This Fund
S&P 500
1 Year Est. Return
+23.43%
AUM
$390M
AUM Growth
-$81.3M
(-17%)
Holding
542
Top Buys
| 1 | +$34.3M | |
| 2 | +$3.55M | |
| 3 | +$2.11M | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$1.97M |
| 5 |
Vanguard Total Bond Market
BND
|
+$1.89M |
Top Sells
| 1 | +$17.2M | |
| 2 | +$15.3M | |
| 3 | +$3.97M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$3.84M |
| 5 |
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
|
+$3.52M |
Sector Composition
| 1 | Technology | 2.42% |
| 2 | Consumer Staples | 1.39% |
| 3 | Healthcare | 1.37% |
| 4 | Consumer Discretionary | 0.78% |
| 5 | Financials | 0.68% |