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
$186M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.14M
3
+$2.83M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.21M

Top Sells

1
+$4.56M
2
+$2.95M
3
+$2.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M

Sector Composition

1 Real Estate 0.03%
2 Financials 0.01%
3 Energy 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$125K 0.07%
5,478
-208
52
$120K 0.06%
1,110
+454
53
$115K 0.06%
1,270
+452
54
$113K 0.06%
1,448
55
$98K 0.05%
+12,055
56
$95K 0.05%
1,802
-326
57
$93K 0.05%
832
-345
58
$87K 0.05%
+4,755
59
$79K 0.04%
719
+105
60
$78K 0.04%
3,489
+215
61
$67K 0.04%
1,223
-104
62
$67K 0.04%
733
+175
63
$65K 0.03%
233
+65
64
$62K 0.03%
743
+108
65
$60K 0.03%
577
-163
66
$58K 0.03%
980
+250
67
$57K 0.03%
540
-156
68
$56K 0.03%
1,119
-53
69
$50K 0.03%
+1,158
70
$47K 0.03%
584
-296
71
$42K 0.02%
1,421
+40
72
$38K 0.02%
+385
73
$35K 0.02%
611
-94
74
$34K 0.02%
940
+21
75
$34K 0.02%
+325
1 2
3
4