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
$182M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.95M
3
+$2.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Top Sells

1
+$3.72M
2
+$1.8M
3
+$1.64M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$955K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$930K

Sector Composition

1 Energy 0.01%
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
$1.48M 0.81%
30,543
-7,567
27
$1.39M 0.76%
14,668
+3
28
$1.32M 0.72%
26,051
-1,833
29
$1.27M 0.7%
6,168
-260
30
$1.22M 0.67%
31,718
-1,719
31
$1.12M 0.61%
11,913
-1,907
32
$1.07M 0.59%
12,464
-956
33
$1.06M 0.58%
13,445
-1,349
34
$1.06M 0.58%
8,856
-1,273
35
$1.05M 0.58%
17,258
+259
36
$976K 0.54%
7,981
-245
37
$975K 0.53%
64,741
+1,851
38
$678K 0.37%
8,518
-607
39
$648K 0.36%
23,090
-4,685
40
$543K 0.3%
11,506
+164
41
$379K 0.21%
9,614
+1,712
42
$265K 0.15%
4,306
-476
43
$250K 0.14%
5,172
-794
44
$241K 0.13%
8,652
-4,316
45
$195K 0.11%
4,874
-8,330
46
$190K 0.1%
6,321
-293
47
$141K 0.08%
2,883
+523
48
$130K 0.07%
5,686
-1,054
49
$129K 0.07%
1,177
-2,707
50
$115K 0.06%
1,448
+48
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2
3 4