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
$177M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.11M
3
+$1.07M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K

Top Sells

1
+$6.14M
2
+$2.27M
3
+$926K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$738K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$465K

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91K 0.05%
3,824
-45
52
$90K 0.05%
+1,803
53
$88K 0.05%
1,425
+382
54
$76K 0.04%
795
+718
55
$73K 0.04%
703
-26
56
$63K 0.04%
978
+366
57
$56K 0.03%
497
+159
58
$48K 0.03%
986
-13
59
$44K 0.02%
386
+338
60
$44K 0.02%
535
-12
61
$44K 0.02%
1,163
+39
62
$37K 0.02%
372
+271
63
$36K 0.02%
339
+249
64
$28K 0.02%
268
+217
65
$27K 0.02%
+516
66
$26K 0.01%
564
+498
67
$26K 0.01%
319
+274
68
$20K 0.01%
+286
69
$18K 0.01%
490
-22
70
$18K 0.01%
298
-3,000
71
$18K 0.01%
+141
72
$18K 0.01%
70
+60
73
$18K 0.01%
340
74
$16K 0.01%
165
+142
75
$15K 0.01%
268
-3,212
1 2
3
4 5