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
$182M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.95M
3
+$2.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Top Sells

1
+$3.72M
2
+$1.8M
3
+$1.64M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$955K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$930K

Sector Composition

1 Energy 0.01%
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
$112K 0.06%
2,128
-62
52
$112K 0.06%
4,662
+110
53
$77K 0.04%
740
+307
54
$76K 0.04%
1,327
-93
55
$74K 0.04%
696
+298
56
$73K 0.04%
818
+39
57
$71K 0.04%
3,274
-388
58
$70K 0.04%
656
-47
59
$68K 0.04%
880
+427
60
$65K 0.04%
614
+149
61
$56K 0.03%
1,172
-7,817
62
$54K 0.03%
635
+73
63
$51K 0.03%
481
+68
64
$50K 0.03%
558
-20,132
65
$44K 0.02%
168
+30
66
$42K 0.02%
730
+138
67
$42K 0.02%
1,381
+5
68
$39K 0.02%
705
-165
69
$36K 0.02%
1,134
+7
70
$35K 0.02%
568
+22
71
$34K 0.02%
919
+4
72
$22K 0.01%
340
73
$17K 0.01%
147
+3
74
$12K 0.01%
192
-128
75
$11K 0.01%
219
-101
1 2
3
4