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
$193M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.24M
3
+$7.58M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.24M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.07M

Top Sells

1
+$8.77M
2
+$7.81M
3
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.27M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.55%
13,654
-212
27
$1.03M 0.53%
23,389
-1,681
28
$1.02M 0.53%
19,311
+4,855
29
$984K 0.51%
19,371
-1,847
30
$912K 0.47%
38,268
-2,101
31
$893K 0.46%
7,359
-278
32
$738K 0.38%
6,735
-57,261
33
$687K 0.36%
20,058
-3,568
34
$598K 0.31%
23,944
+635
35
$589K 0.31%
7,851
+1,868
36
$561K 0.29%
14,673
-2,893
37
$418K 0.22%
7,119
-44
38
$418K 0.22%
4,137
-151
39
$411K 0.21%
6,166
-1,374
40
$402K 0.21%
6,196
-95
41
$389K 0.2%
13,097
-437
42
$373K 0.19%
6,509
-1,713
43
$366K 0.19%
2,737
-92
44
$302K 0.16%
4,645
-196
45
$290K 0.15%
10,517
-367
46
$262K 0.14%
6,847
-381
47
$254K 0.13%
2,845
-864
48
$227K 0.12%
4,464
+117
49
$190K 0.1%
4,974
-971
50
$185K 0.1%
7,814
-392
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