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
$199M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.72M
3
+$6.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.91M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.85M

Top Sells

1
+$7.98M
2
+$7.95M
3
+$7.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.97M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.26M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.06%
3 Financials 0.02%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.79%
63,303
-393
27
$1.34M 0.67%
13,074
-28
28
$1.29M 0.65%
38,823
-7,871
29
$1.2M 0.61%
9,822
+490
30
$1.16M 0.58%
15,285
+279
31
$962K 0.48%
19,813
+6,506
32
$903K 0.45%
11,964
-52
33
$896K 0.45%
13,318
-2,054
34
$890K 0.45%
22,506
+13,573
35
$887K 0.45%
36,724
-6,002
36
$825K 0.42%
3,690
-733
37
$798K 0.4%
9,307
-789
38
$724K 0.36%
7,144
-174
39
$701K 0.35%
5,199
-144
40
$647K 0.33%
13,620
+7,092
41
$637K 0.32%
11,027
-318
42
$590K 0.3%
7,838
+2,292
43
$558K 0.28%
14,244
+10,006
44
$524K 0.26%
21,052
+17,088
45
$478K 0.24%
3,597
-1,045
46
$467K 0.24%
5,890
-871
47
$459K 0.23%
16,423
-2,718
48
$446K 0.22%
8,782
-1,380
49
$418K 0.21%
11,228
-1,822
50
$415K 0.21%
11,588
-145,028
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