IFA

Interactive Financial Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$164M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.38M
3
+$3.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.44M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.37M

Top Sells

1
+$3.08M
2
+$2.18M
3
+$1.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$887K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.67%
14,150
-397
27
$1.06M 0.65%
20,889
+5,211
28
$984K 0.6%
24,729
+5,068
29
$897K 0.55%
+7,393
30
$810K 0.5%
15,588
-14,173
31
$763K 0.47%
36,494
+32,886
32
$730K 0.45%
8,753
-7,806
33
$512K 0.31%
13,322
-1,430
34
$375K 0.23%
14,630
+516
35
$356K 0.22%
4,471
-6,088
36
$315K 0.19%
8,427
+1,456
37
$294K 0.18%
13,172
38
$291K 0.18%
11,270
-4,550
39
$277K 0.17%
7,288
-17,099
40
$178K 0.11%
5,305
41
$153K 0.09%
3,813
+4
42
$135K 0.08%
2,558
+596
43
$119K 0.07%
1,801
44
$83K 0.05%
3,574
-167
45
$76K 0.05%
748
-10,484
46
$70K 0.04%
1,178
-388
47
$50K 0.03%
838
+28
48
$45K 0.03%
594
-2
49
$43K 0.03%
1,049
+3
50
$37K 0.02%
968
+49
1
2
3