TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.2B
1-Year Est. Return 18.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7M
AUM Growth
+$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$92.6K
2
+$91.8K
3
+$62.4K
4
FNK icon
First Trust Mid Cap Value AlphaDEX Fund
FNK
+$34K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$21.4K

Top Sells

1
+$84K
2
+$82K
3
+$60K
4
FYX icon
First Trust Small Cap Core AlphaDEX Fund
FYX
+$35K
5
WIP icon
SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
+$21K

Sector Composition

1 Industrials 0.24%
2 Consumer Staples 0.24%
3 Technology 0.22%
4 Healthcare 0.22%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1K 0.03%
4
+1
77
$1K 0.03%
10
-3
78
$1K 0.03%
12
79
$1K 0.03%
7
80
$1K 0.03%
15
81
$1K 0.03%
5
82
$1K 0.03%
6
83
$1K 0.03%
6
84
$1K 0.03%
4
85
$1K 0.03%
11
86
$1K 0.03%
6
87
$1K 0.03%
2
-1
88
$1K 0.03%
19
-3
89
$1K 0.03%
12
90
$1K 0.03%
14
+1
91
$1K 0.03%
3
92
$1K 0.03%
4
93
$1K 0.03%
5
94
$1K 0.03%
13
95
$1K 0.03%
3
96
$1K 0.03%
3
+1
97
$1K 0.03%
11
98
$1K 0.03%
5
99
$1K 0.03%
5
100
$1K 0.03%
5
1 2 3
4
5