We are live on ! Find out more
TFA

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
101
$1K 0.02%
+16
102
$1K 0.02%
18
+3
103
$1K 0.02%
+4
104
$1K 0.02%
7
105
$1K 0.02%
2
-6
106
$1K 0.02%
5
-17
107
$1K 0.02%
+21
108
$1K 0.02%
3
-2
109
$1K 0.02%
1
-1
110
$1K 0.02%
+5
111
$1K 0.02%
+9
112
$1K 0.02%
+2
113
$1K 0.02%
15
114
$1K 0.02%
5
115
$1K 0.02%
+2
116
$1K 0.02%
5
-6
117
$1K 0.02%
6
118
$1K 0.02%
6
119
$1K 0.02%
+11
120
$1K 0.02%
+5
121
$1K 0.02%
+15
122
$1K 0.02%
10
-44
123
$1K 0.02%
4
-1
124
$1K 0.02%
4
-8
125
$1K 0.02%
2
-2
3 4
5
6 7