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
$186M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.14M
3
+$2.83M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.21M

Top Sells

1
+$4.56M
2
+$2.95M
3
+$2.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M

Sector Composition

1 Real Estate 0.03%
2 Financials 0.01%
3 Energy 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.79%
92,695
+27,954
27
$1.45M 0.78%
29,646
-897
28
$1.39M 0.75%
16,404
-1,565
29
$1.24M 0.67%
24,535
-1,516
30
$1.2M 0.65%
12,640
-2,028
31
$1.18M 0.63%
5,701
-467
32
$1.13M 0.61%
11,306
-23,007
33
$1.07M 0.58%
16,747
-511
34
$1.01M 0.54%
11,528
-936
35
$987K 0.53%
10,660
-1,253
36
$979K 0.53%
7,871
-985
37
$909K 0.49%
7,319
-662
38
$825K 0.44%
10,635
-2,810
39
$645K 0.35%
8,039
-479
40
$552K 0.3%
19,566
-3,524
41
$536K 0.29%
12,059
+553
42
$429K 0.23%
3,876
-14,028
43
$419K 0.23%
10,451
+837
44
$274K 0.15%
5,418
+246
45
$257K 0.14%
4,240
-66
46
$209K 0.11%
7,340
-1,312
47
$202K 0.11%
4,951
+77
48
$182K 0.1%
5,855
-466
49
$179K 0.1%
7,411
+2,749
50
$165K 0.09%
3,354
+471
1
2
3 4