TFA

Transamerica Financial Advisors Portfolio holdings

AUM $1.07B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
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
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+6
202
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+9
203
$1K 0.02%
+58
204
$1K 0.02%
+5
205
$1K 0.02%
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