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
$3.7M
AUM Growth
+$131K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$92K
2
+$88K
3
+$60K
4
FNK icon
First Trust Mid Cap Value AlphaDEX Fund
FNK
+$35K
5
SPIP icon
State Street SPDR Portfolio TIPS ETF
SPIP
+$22K

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
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11
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