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
$177M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.11M
3
+$1.07M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K

Top Sells

1
+$6.14M
2
+$2.27M
3
+$926K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$738K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$465K

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.77%
15,053
-1,151
27
$1.35M 0.76%
66,481
+23,781
28
$1.32M 0.75%
11,127
-916
29
$1.32M 0.75%
14,667
+499
30
$1.26M 0.71%
6,456
+3,619
31
$1.24M 0.7%
18,085
-813
32
$1.19M 0.67%
13,715
+5,874
33
$1.14M 0.65%
13,121
+10,723
34
$992K 0.56%
8,146
+1,033
35
$973K 0.55%
9,558
+9,526
36
$731K 0.41%
9,098
+5,369
37
$693K 0.39%
23,002
+1,149
38
$498K 0.28%
11,250
+1,633
39
$345K 0.2%
13,116
+72
40
$338K 0.19%
8,472
+1,239
41
$309K 0.17%
5,197
-195
42
$275K 0.16%
6,308
-628
43
$235K 0.13%
3,136
+246
44
$216K 0.12%
6,736
+28
45
$203K 0.11%
4,716
+599
46
$191K 0.11%
7,398
-278
47
$178K 0.1%
1,637
+1,418
48
$133K 0.08%
2,510
-110
49
$107K 0.06%
1,395
-41
50
$93K 0.05%
3,729
+2,896
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