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
576
$1K ﹤0.01%
3
577
$1K ﹤0.01%
1
578
$1K ﹤0.01%
1
579
$1K ﹤0.01%
4
580
$1K ﹤0.01%
4
581
$1K ﹤0.01%
2
+1
582
$1K ﹤0.01%
3
583
$1K ﹤0.01%
1
584
$1K ﹤0.01%
4
585
$1K ﹤0.01%
1
586
$1K ﹤0.01%
1
587
$1K ﹤0.01%
1
588
$1K ﹤0.01%
4
589
$1K ﹤0.01%
1
590
$1K ﹤0.01%
1
591
$1K ﹤0.01%
1
-1
592
$1K ﹤0.01%
1
593
$1K ﹤0.01%
9
594
$1K ﹤0.01%
5
595
$1K ﹤0.01%
1
596
$1K ﹤0.01%
1
597
$1K ﹤0.01%
+1
598
$1K ﹤0.01%
1
599
$1K ﹤0.01%
1
600
$1K ﹤0.01%
6