TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.21B
1-Year Est. Return 16.59%
This Quarter Est. Return
1 Year Est. Return
+16.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.09M
AUM Growth
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$53.6K
2
+$12.5K
3
+$11.8K
4
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$11.7K
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$6K

Top Sells

1
+$54K
2
+$38.7K
3
+$26.1K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$17.9K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$17.5K

Sector Composition

1 Technology 0.83%
2 Healthcare 0.66%
3 Industrials 0.59%
4 Consumer Staples 0.49%
5 Financials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5K 0.12%
20
52
$5K 0.12%
84
-21
53
$5K 0.12%
73
-16
54
$5K 0.12%
80
-12
55
$4K 0.1%
144
+10
56
$4K 0.1%
67
-24
57
$3K 0.07%
20
58
$3K 0.07%
5
+2
59
$2K 0.05%
11
-1
60
$2K 0.05%
3
+2
61
$2K 0.05%
+14
62
$2K 0.05%
+17
63
$2K 0.05%
12
-3
64
$2K 0.05%
17
65
$2K 0.05%
18
66
$2K 0.05%
58
67
$2K 0.05%
60
68
$2K 0.05%
3
69
$2K 0.05%
7
-4
70
$2K 0.05%
+4
71
$2K 0.05%
7
+1
72
$2K 0.05%
1
73
$2K 0.05%
7
74
$2K 0.05%
+9
75
$2K 0.05%
6
+2
1 2
3
4 5