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
$185M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.84M
3
+$3.86M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.54M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.49M

Top Sells

1
+$4.5M
2
+$3.84M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.55M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.91%
68,908
-1,527
27
$1.52M 0.82%
20,228
-6,222
28
$1.29M 0.7%
15,220
-1,184
29
$1.27M 0.68%
26,623
-3,023
30
$1.2M 0.65%
23,657
-878
31
$1.12M 0.6%
5,433
-268
32
$1.11M 0.6%
11,717
-923
33
$958K 0.52%
11,230
-298
34
$920K 0.5%
9,981
-679
35
$911K 0.49%
14,345
-2,402
36
$892K 0.48%
7,144
-727
37
$805K 0.43%
6,547
-772
38
$629K 0.34%
8,370
-2,265
39
$619K 0.33%
7,780
-259
40
$478K 0.26%
4,416
+540
41
$443K 0.24%
24,931
+20,176
42
$421K 0.23%
14,714
-4,852
43
$384K 0.21%
9,255
-2,804
44
$320K 0.17%
8,182
-2,269
45
$239K 0.13%
4,015
-225
46
$225K 0.12%
5,018
-400
47
$224K 0.12%
5,490
+539
48
$223K 0.12%
2,991
-33,267
49
$207K 0.11%
7,264
-76
50
$200K 0.11%
4,057
+703
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