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
$172M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.65M
3
+$1.22M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$847K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$810K

Top Sells

1
+$23M
2
+$11M
3
+$5.98M
4
SLV icon
iShares Silver Trust
SLV
+$3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.88M

Sector Composition

1 Technology 0.92%
2 Financials 0.73%
3 Utilities 0.65%
4 Industrials 0.31%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.84%
31,197
-12,562
27
$1.42M 0.83%
40,949
-25,238
28
$1.27M 0.74%
17,743
+824
29
$1.24M 0.72%
53,104
-3,162
30
$1.22M 0.71%
16,921
+2,943
31
$1.22M 0.71%
+6,462
32
$1.21M 0.7%
8,740
33
$1.17M 0.68%
25,697
-8,889
34
$1.17M 0.68%
12,292
+138
35
$1.12M 0.65%
28,632
-9,192
36
$1M 0.58%
1,395
-32,139
37
$847K 0.49%
+40,067
38
$810K 0.47%
+8,841
39
$787K 0.46%
5,689
+5,584
40
$783K 0.45%
+8,220
41
$748K 0.43%
19,134
+5,608
42
$694K 0.4%
22,006
+1,079
43
$663K 0.38%
+22,150
44
$636K 0.37%
8,549
+1,376
45
$632K 0.37%
7,966
+65
46
$602K 0.35%
7,960
+5,061
47
$601K 0.35%
27,197
-2,183
48
$562K 0.33%
4,915
-449
49
$543K 0.32%
13,462
50
$539K 0.31%
6,309
+2,676
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