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Home > Institutional Investor > Transamerica Financial Advisors, Inc. > Profile

Instuitional Investor - Transamerica Financial Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Transamerica Financial Advisors, Inc.
Portfolio Value $1,197,666,968
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - LARGE CAP ETF
 233,818 $73,605,767 6.15%
2.
Invesco Qqq Tr
 61,040 $37,497,579 3.13%
3.
Vanguard Bond Index Funds
 BND 407,611 $30,191,766 2.52%
4.
Nvidia Corp
 NVDA 155,511 $29,002,869 2.42%
5.
Vanguard Tax-Managed Fds
 366,550 $22,898,408 1.91%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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