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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
$4.09M
AUM Growth
-$17K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$50.4K
2
+$12.4K
3
+$11.9K
4
PEZ icon
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
+$11.1K
5
NFTY icon
First Trust India Nifty 50 Equal Weight ETF
NFTY
+$5.13K

Top Sells

1
+$54K
2
+$37.7K
3
+$25.7K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$17.8K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$17.1K

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
76
$2K 0.05%
36
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3
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4
81
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84
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1
-4
86
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3
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4
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15
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96
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2
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98
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11
99
$1K 0.02%
3
100
$1K 0.02%
2
2 3
4
5 6