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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
+2.72%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$218M
AUM Growth
+$10.4M
(+5%)
Cap. Flow
+$4.94M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
146
New
25
Increased
34
Reduced
51
Closed
8
Top Buys
| 1 |
iShares Latin America 40 ETF
ILF
|
+$15.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.54M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.83M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.48M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.38M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.5M |
| 2 |
Alibaba
BABA
|
+$7.5M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.86M |
| 4 |
SPDR Gold Trust
GLD
|
+$5.8M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$5.69M |
Sector Composition
| 1 | Communication Services | 2.24% |
| 2 | Consumer Discretionary | 1.14% |
| 3 | Technology | 0.64% |
| 4 | Utilities | 0.45% |
| 5 | Financials | 0.22% |
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