TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$771M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
651
New
Increased
Reduced
Closed

Top Sells

1 +$29.4M
2 +$15.1M
3 +$14.7M
4
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$11.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.6M

Sector Composition

1 Technology 3.87%
2 Healthcare 3.36%
3 Consumer Staples 2.59%
4 Financials 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$1K ﹤0.01%
1
527
$1K ﹤0.01%
1
528
$1K ﹤0.01%
1
529
$1K ﹤0.01%
+1
530
$1K ﹤0.01%
+1
531
$1K ﹤0.01%
+1
532
$1K ﹤0.01%
1
-2
533
$1K ﹤0.01%
19
534
$1K ﹤0.01%
7
535
$1K ﹤0.01%
1
536
$1K ﹤0.01%
1
537
$1K ﹤0.01%
1
538
$1K ﹤0.01%
4
539
$1K ﹤0.01%
1
540
$1K ﹤0.01%
1
541
$1K ﹤0.01%
3
542
$1K ﹤0.01%
8
543
$1K ﹤0.01%
+1
544
$1K ﹤0.01%
+1
545
$1K ﹤0.01%
2
546
$1K ﹤0.01%
+1
547
$1K ﹤0.01%
+1
548
$1K ﹤0.01%
+1
549
$1K ﹤0.01%
1
550
$1K ﹤0.01%
+1