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
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$4.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.3M

Top Sells

1
+$4.91M
2
+$3.49M
3
+$3.42M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.72%
16,815
-3,413
27
$1.13M 0.64%
22,437
-1,220
28
$1.07M 0.61%
12,175
+458
29
$971K 0.55%
5,068
-365
30
$916K 0.52%
10,726
-504
31
$818K 0.46%
9,737
-244
32
$813K 0.46%
6,523
-24
33
$808K 0.46%
14,101
-244
34
$749K 0.42%
6,855
-289
35
$699K 0.4%
18,115
+9,933
36
$592K 0.34%
7,422
-358
37
$384K 0.22%
6,267
-2,103
38
$360K 0.2%
8,318
-937
39
$308K 0.17%
11,685
-3,029
40
$308K 0.17%
2,494
+1,734
41
$286K 0.16%
3,744
+3,114
42
$219K 0.12%
3,938
-77
43
$199K 0.11%
4,294
-724
44
$195K 0.11%
7,232
-32
45
$166K 0.09%
2,194
-797
46
$140K 0.08%
4,982
-488
47
$130K 0.07%
3,921
-1,569
48
$105K 0.06%
1,448
49
$105K 0.06%
18,050
-2,100
50
$92K 0.05%
6,705
-18,226
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