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
$190M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.55M
3
+$4.91M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.71M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.53M

Top Sells

1
+$5.71M
2
+$4.56M
3
+$731K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$569K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$416K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.78%
47,107
-2,314
27
$1.46M 0.77%
58,403
+4,568
28
$1.23M 0.65%
12,792
+165
29
$1.08M 0.57%
15,070
+105
30
$1.07M 0.57%
8,423
+939
31
$1.04M 0.55%
15,656
-705
32
$994K 0.52%
41,776
-1,560
33
$952K 0.5%
12,599
-865
34
$930K 0.49%
4,441
-213
35
$867K 0.46%
9,695
-329
36
$779K 0.41%
6,842
-50,188
37
$736K 0.39%
7,921
-763
38
$698K 0.37%
4,762
-2,835
39
$669K 0.35%
5,821
-436
40
$667K 0.35%
11,945
-836
41
$658K 0.35%
23,746
+2,686
42
$586K 0.31%
11,168
+2,987
43
$540K 0.28%
6,676
-249
44
$504K 0.27%
9,960
-391
45
$486K 0.26%
18,475
-506
46
$427K 0.23%
10,703
-1,974
47
$372K 0.2%
5,445
-92
48
$354K 0.19%
+10,073
49
$326K 0.17%
12,779
+9,126
50
$268K 0.14%
3,025
-51,431
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