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
$211M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.62M
3
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M

Top Sells

1
+$8.98M
2
+$8.06M
3
+$7.46M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.08M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.01M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.8%
19,940
+4,520
27
$1.51M 0.71%
12,108
-472
28
$1.21M 0.57%
25,081
-349
29
$1.18M 0.56%
14,172
-591
30
$1.15M 0.54%
22,332
-12,672
31
$984K 0.47%
40,501
-2,738
32
$901K 0.43%
7,509
-301
33
$790K 0.37%
6,999
-1,099
34
$750K 0.35%
14,435
-5,272
35
$738K 0.35%
6,764
+2,165
36
$668K 0.32%
16,271
+656
37
$616K 0.29%
16,346
-6,383
38
$585K 0.28%
23,299
-4,479
39
$561K 0.27%
3,026
+1,886
40
$557K 0.26%
7,829
+1,191
41
$480K 0.23%
7,174
-278
42
$474K 0.22%
4,307
-162
43
$473K 0.22%
6,228
+3,450
44
$471K 0.22%
2,875
-149
45
$458K 0.22%
6,078
-348
46
$444K 0.21%
9,588
+3,876
47
$439K 0.21%
10,403
-191,002
48
$408K 0.19%
3,108
+640
49
$402K 0.19%
13,584
+865
50
$395K 0.19%
5,565
+157
1
2
3 4 5