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
$176M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$711K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$643K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K

Top Sells

1
+$1.32M
2
+$930K
3
+$447K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$388K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$269K

Sector Composition

1 Energy 0.03%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$116K 0.07%
2,360
+557
52
$115K 0.07%
2,190
-320
53
$111K 0.06%
4,552
+823
54
$103K 0.06%
1,400
+5
55
$85K 0.05%
3,662
-162
56
$83K 0.05%
1,420
-5
57
$73K 0.04%
703
58
$72K 0.04%
779
-16
59
$52K 0.03%
870
-108
60
$47K 0.03%
1,376
+1,063
61
$46K 0.03%
562
+243
62
$46K 0.03%
465
+197
63
$43K 0.02%
433
+61
64
$43K 0.02%
886
+370
65
$42K 0.02%
413
-9,145
66
$42K 0.02%
398
+59
67
$42K 0.02%
1,127
-36
68
$40K 0.02%
915
-71
69
$36K 0.02%
424
-111
70
$34K 0.02%
138
+68
71
$33K 0.02%
453
+167
72
$31K 0.02%
546
+248
73
$31K 0.02%
592
+324
74
$22K 0.01%
237
+72
75
$20K 0.01%
320
+116
1 2
3
4