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
$212M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$7.51M
3
+$7.47M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.37M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.29M

Top Sells

1
+$14.4M
2
+$7.79M
3
+$7.57M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.71%
13,508
+240
27
$1.44M 0.68%
12,696
-708
28
$1.25M 0.59%
15,941
+59
29
$1.2M 0.56%
32,541
-1,240
30
$1.17M 0.55%
9,497
+37
31
$1.16M 0.54%
27,002
-452
32
$1.07M 0.5%
20,515
+1,765
33
$873K 0.41%
11,556
-186
34
$834K 0.39%
12,206
-421
35
$825K 0.39%
10,490
+3,050
36
$768K 0.36%
32,026
-854
37
$763K 0.36%
3,157
-92
38
$737K 0.35%
18,812
+3,878
39
$731K 0.34%
8,357
-246
40
$696K 0.33%
6,632
-131
41
$681K 0.32%
10,442
-314
42
$651K 0.31%
4,619
-182
43
$597K 0.28%
14,841
-666
44
$564K 0.27%
4,136
+977
45
$560K 0.26%
22,011
+4,961
46
$418K 0.2%
5,221
-152
47
$391K 0.18%
7,674
-215
48
$389K 0.18%
4,671
+399
49
$386K 0.18%
13,978
-207,705
50
$379K 0.18%
14,414
-314
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2
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