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
$209M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.41M
3
+$6.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.64M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.46M

Top Sells

1
+$14.9M
2
+$8.65M
3
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.65M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 0.73%
12,580
-1,609
27
$1.36M 0.65%
4,610
+3,634
28
$1.32M 0.63%
15,759
-78,415
29
$1.22M 0.58%
14,763
-2,182
30
$1.21M 0.58%
25,430
-528
31
$1.12M 0.53%
15,420
+12,860
32
$1.05M 0.5%
43,239
-13,325
33
$996K 0.48%
19,707
-4,208
34
$942K 0.45%
7,810
-958
35
$915K 0.44%
8,098
-3,057
36
$854K 0.41%
22,729
+1,435
37
$699K 0.33%
27,778
+3,764
38
$616K 0.29%
15,615
+1,671
39
$519K 0.25%
7,452
-2,068
40
$510K 0.24%
12,634
-16,998
41
$501K 0.24%
4,599
+1,202
42
$489K 0.23%
6,638
+1,308
43
$489K 0.23%
4,469
-1,432
44
$484K 0.23%
6,426
-3,543
45
$481K 0.23%
10,138
+1,701
46
$462K 0.22%
6,784
-5,054
47
$459K 0.22%
3,024
-947
48
$383K 0.18%
12,719
+1,728
49
$381K 0.18%
4,008
+397
50
$377K 0.18%
5,408
+255
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