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
$164M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.38M
3
+$3.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.44M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.37M

Top Sells

1
+$3.08M
2
+$2.18M
3
+$1.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$887K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35K 0.02%
332
-8,412
52
$25K 0.02%
521
-73
53
$23K 0.01%
220
+183
54
$23K 0.01%
629
-13
55
$16K 0.01%
340
56
$13K 0.01%
753
+19
57
$13K 0.01%
382
+5
58
$10K 0.01%
+114
59
$9K 0.01%
+88
60
$7K ﹤0.01%
400
61
$6K ﹤0.01%
58
+41
62
$4K ﹤0.01%
36
+8
63
$4K ﹤0.01%
82
64
$4K ﹤0.01%
124
65
$2K ﹤0.01%
+26
66
$1K ﹤0.01%
20
67
– –
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