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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.22M
3
+$4.86M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.6M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.47M

Top Sells

1
+$11M
2
+$4.74M
3
+$3.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.51M
5
BABA icon
Alibaba
BABA
+$1.74M

Sector Composition

1 Technology 2.55%
2 Communication Services 2.01%
3 Consumer Discretionary 0.98%
4 Financials 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 0.92%
86,464
-14,795
27
$1.87M 0.85%
75,997
+24,737
28
$1.81M 0.82%
11,120
-4,140
29
$1.71M 0.78%
19,560
+6,360
30
$1.47M 0.67%
12,861
+2,012
31
$1.4M 0.64%
19,453
-2,464
32
$1.35M 0.61%
4,937
-3,943
33
$1.31M 0.6%
4,752
+1,046
34
$1.28M 0.58%
2,365
-822
35
$1.25M 0.57%
14,524
-54,909
36
$1.22M 0.55%
13,304
+45
37
$1.2M 0.55%
19,216
-2,410
38
$1.15M 0.52%
44,136
+3,241
39
$1.11M 0.51%
16,517
+292
40
$1.01M 0.46%
7,635
-35
41
$908K 0.41%
7,114
+625
42
$867K 0.39%
6,155
-420
43
$832K 0.38%
16,941
+12,718
44
$808K 0.37%
14,731
+11,121
45
$715K 0.33%
6,098
-951
46
$627K 0.29%
13,462
47
$601K 0.27%
15,595
-3,935
48
$595K 0.27%
7,806
-4
49
$573K 0.26%
12,574
+9,450
50
$541K 0.25%
14,408
-472
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