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
$176M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$711K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$643K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K

Top Sells

1
+$1.32M
2
+$930K
3
+$447K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$388K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$269K

Sector Composition

1 Energy 0.03%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.34M 0.76%
14,794
+473
27
$1.33M 0.75%
14,665
-2
28
$1.32M 0.75%
11,401
-424
29
$1.27M 0.72%
6,428
-28
30
$1.25M 0.71%
13,820
-1,233
31
$1.15M 0.65%
13,420
-295
32
$1.11M 0.63%
10,129
-998
33
$1.09M 0.62%
16,999
-1,086
34
$1.03M 0.58%
62,890
-3,591
35
$998K 0.57%
8,226
+80
36
$765K 0.44%
27,775
+4,773
37
$729K 0.41%
9,125
+27
38
$551K 0.31%
13,204
+8,488
39
$477K 0.27%
11,342
+92
40
$444K 0.25%
3,819
+3,322
41
$438K 0.25%
3,884
+3,498
42
$398K 0.23%
8,989
+8,425
43
$346K 0.2%
12,968
-148
44
$312K 0.18%
7,902
-570
45
$284K 0.16%
4,782
-415
46
$256K 0.15%
2,337
+700
47
$252K 0.14%
5,966
-342
48
$236K 0.13%
3,280
+144
49
$199K 0.11%
6,614
-122
50
$158K 0.09%
6,740
-658
1
2
3 4