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
$113M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$291K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$123K

Top Sells

1
+$8.57M
2
+$7.63M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.68M
5
GLD icon
SPDR Gold Trust
GLD
+$5.79M

Sector Composition

1 Utilities 0.79%
2 Financials 0.34%
3 Industrials 0.27%
4 Energy 0.11%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$520K 0.46%
6,719
-863
27
$505K 0.45%
11,471
+204
28
$349K 0.31%
8,975
+138
29
$299K 0.26%
5,279
+180
30
$296K 0.26%
3,398
+373
31
$282K 0.25%
4,500
32
$280K 0.25%
3,500
33
$278K 0.25%
9,208
+1,705
34
$267K 0.24%
11,576
+646
35
$265K 0.23%
7,032
-308
36
$264K 0.23%
4,947
-66
37
$256K 0.23%
4,366
-892
38
$247K 0.22%
8,247
-5,011
39
$244K 0.22%
2,533
-98
40
$218K 0.19%
2,376
41
$193K 0.17%
1,687
-53
42
$185K 0.16%
6,671
-192
43
$164K 0.14%
2,068
+71
44
$159K 0.14%
2,648
45
$145K 0.13%
5,142
+320
46
$136K 0.12%
3,280
-533
47
$134K 0.12%
4,211
-10,553
48
$133K 0.12%
2,738
+171
49
$132K 0.12%
1,629
50
$129K 0.11%
885
-137
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