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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 $724,455
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Listed Fd Tr
 5,309,455 $156,258 21.56%
2.
Vanguard Index Fds
 257,421 $56,157 7.75%
3.
Vanguard Bond Index Funds
 BND 307,005 $22,581 3.11%
4.
Rbb Fd Inc
 681,822 $18,437 2.54%
5.
Ishares Trust
 IEF 234,366 $18,218 2.51%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)