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
$218M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.98M
3
+$5.89M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M

Top Sells

1
+$12.8M
2
+$7.37M
3
+$6.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.9M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.86M

Sector Composition

1 Communication Services 2.24%
2 Consumer Discretionary 1.14%
3 Technology 0.64%
4 Utilities 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.63%
+14,500
27
$1.33M 0.61%
22,367
+1,769
28
$1.33M 0.61%
+26,908
29
$1.26M 0.58%
23,030
+234
30
$1.21M 0.56%
13,892
-84
31
$1.21M 0.55%
14,239
-69,544
32
$1.09M 0.5%
6,432
-43,462
33
$1.07M 0.49%
18,410
-792
34
$953K 0.44%
38,584
+935
35
$901K 0.41%
24,458
-819
36
$890K 0.41%
7,077
-62
37
$765K 0.35%
6,626
+40
38
$755K 0.35%
6,679
-4,433
39
$667K 0.31%
+7,604
40
$610K 0.28%
23,340
-257
41
$590K 0.27%
7,792
-5
42
$580K 0.27%
13,773
-1,247
43
$505K 0.23%
3,530
+937
44
$472K 0.22%
7,180
-207
45
$462K 0.21%
7,259
+66
46
$453K 0.21%
3,882
-132
47
$427K 0.2%
5,702
-770
48
$409K 0.19%
2,632
-42
49
$402K 0.18%
12,801
-146
50
$357K 0.16%
4,500
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