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
$227M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.73M
3
+$6.34M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.38M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$564K

Top Sells

1
+$7.27M
2
+$6.75M
3
+$6.62M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$785K

Sector Composition

1 Communication Services 0.18%
2 Consumer Discretionary 0.16%
3 Technology 0.08%
4 Real Estate 0.08%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.64%
16,945
+460
27
$1.38M 0.61%
56,564
-1,929
28
$1.27M 0.56%
11,155
-786
29
$1.26M 0.56%
25,958
-2,012
30
$1.26M 0.55%
23,915
+512
31
$1.23M 0.54%
29,632
-2,651
32
$1.07M 0.47%
8,768
-423
33
$906K 0.4%
3,394
+247
34
$862K 0.38%
11,838
-360
35
$811K 0.36%
21,294
+1,874
36
$788K 0.35%
32,570
+472
37
$752K 0.33%
9,969
-764
38
$720K 0.32%
8,238
-108
39
$674K 0.3%
5,901
-257
40
$669K 0.29%
9,520
-367
41
$620K 0.27%
24,014
-661
42
$605K 0.27%
3,971
-292
43
$592K 0.26%
13,944
+4,087
44
$419K 0.18%
5,281
+61
45
$398K 0.18%
8,437
-2,770
46
$395K 0.17%
7,778
+93
47
$393K 0.17%
4,731
+1,277
48
$391K 0.17%
15,121
+414
49
$389K 0.17%
5,330
+3,130
50
$384K 0.17%
13,491
+244
1
2
3 4 5