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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
+1.86%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$172M
AUM Growth
-$4.03M
(-2.3%)
Cap. Flow
-$6.72M
Cap. Flow
% of AUM
-3.9%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
126
New
13
Increased
34
Reduced
42
Closed
5
Top Buys
| 1 |
Vanguard Real Estate ETF
VNQ
|
+$3.94M |
| 2 |
iShares National Muni Bond ETF
MUB
|
+$2.49M |
| 3 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1.4M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.14M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$612K |
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
+$6.51M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.47M |
| 3 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$2.21M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$1.36M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$952K |
Sector Composition
| 1 | Financials | 0.02% |
| 2 | Real Estate | 0.01% |
| 3 | Energy | 0.01% |
| 4 | Industrials | 0.01% |
| 5 | Communication Services | 0% |
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