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
$208M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.17M
3
+$5.87M
4
GLD icon
SPDR Gold Trust
GLD
+$5.28M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.23M

Top Sells

1
+$9.15M
2
+$6.43M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.11M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.1M

Sector Composition

1 Consumer Discretionary 4.39%
2 Utilities 0.45%
3 Communication Services 0.33%
4 Industrials 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.6%
11,112
+10,607
27
$1.2M 0.58%
20,598
+1,287
28
$1.2M 0.58%
13,976
+322
29
$1.17M 0.56%
22,796
-593
30
$1.08M 0.52%
19,202
-169
31
$924K 0.45%
25,277
+5,219
32
$916K 0.44%
37,649
-619
33
$880K 0.42%
7,139
-220
34
$745K 0.36%
6,586
-149
35
$638K 0.31%
15,020
+347
36
$633K 0.3%
+10,760
37
$605K 0.29%
23,597
-347
38
$589K 0.28%
7,797
-54
39
$479K 0.23%
7,387
+268
40
$476K 0.23%
7,193
+684
41
$473K 0.23%
6,472
+276
42
$453K 0.22%
4,014
-123
43
$409K 0.2%
2,674
-63
44
$405K 0.2%
5,628
-538
45
$394K 0.19%
12,947
-150
46
$357K 0.17%
2,593
-46,738
47
$344K 0.17%
+4,500
48
$326K 0.16%
4,505
-140
49
$293K 0.14%
6,797
-50
50
$293K 0.14%
10,500
-17
1
2
3 4 5