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
$185M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.84M
3
+$3.86M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.54M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.49M

Top Sells

1
+$4.5M
2
+$3.84M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.55M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$190K 0.1%
7,978
+567
52
$164K 0.09%
20,150
+8,095
53
$163K 0.09%
5,470
-385
54
$109K 0.06%
1,448
55
$106K 0.06%
4,683
-795
56
$102K 0.06%
950
+231
57
$99K 0.05%
922
-41,890
58
$99K 0.05%
1,186
+443
59
$96K 0.05%
1,818
+16
60
$89K 0.05%
326
+93
61
$89K 0.05%
760
-21,746
62
$83K 0.04%
1,406
+426
63
$75K 0.04%
3,178
-311
64
$70K 0.04%
667
-443
65
$66K 0.04%
1,209
-14
66
$57K 0.03%
1,236
+117
67
$46K 0.02%
630
+46
68
$37K 0.02%
1,240
+130
69
$34K 0.02%
317
-260
70
$33K 0.02%
312
-228
71
$32K 0.02%
928
-12
72
$27K 0.01%
522
+226
73
$23K 0.01%
340
74
$17K 0.01%
147
75
$13K 0.01%
513
+72
1 2
3
4 5