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
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$4.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.3M

Top Sells

1
+$4.91M
2
+$3.49M
3
+$3.42M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$91K 0.05%
1,726
-92
52
$85K 0.05%
3,943
-740
53
$71K 0.04%
657
-10
54
$61K 0.03%
3,278
+100
55
$59K 0.03%
1,138
-71
56
$33K 0.02%
310
-2
57
$32K 0.02%
316
-1
58
$29K 0.02%
1,268
+28
59
$24K 0.01%
340
60
$18K 0.01%
613
-315
61
$16K 0.01%
147
62
$16K 0.01%
192
-40,987
63
$8K ﹤0.01%
78
-872
64
$8K ﹤0.01%
190
+9
65
$7K ﹤0.01%
300
66
$6K ﹤0.01%
500
67
$6K ﹤0.01%
243
-78
68
$6K ﹤0.01%
54
69
$5K ﹤0.01%
55
70
$5K ﹤0.01%
400
71
$4K ﹤0.01%
100
72
$4K ﹤0.01%
50
73
$3K ﹤0.01%
100
74
$3K ﹤0.01%
41
75
$3K ﹤0.01%
300
1 2
3
4