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
$172M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.52M
3
+$1.39M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$607K

Top Sells

1
+$6.45M
2
+$3.46M
3
+$2.18M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K

Sector Composition

1 Financials 0.02%
2 Real Estate 0.01%
3 Energy 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$92K 0.05%
+1,075
52
$90K 0.05%
6,594
-111
53
$87K 0.05%
1,664
-62
54
$86K 0.05%
870
+792
55
$83K 0.05%
+327
56
$76K 0.04%
+1,633
57
$71K 0.04%
3,468
-475
58
$70K 0.04%
+1,272
59
$69K 0.04%
656
-1
60
$69K 0.04%
3,720
+442
61
$57K 0.03%
1,123
-15
62
$48K 0.03%
399
-2,095
63
$35K 0.02%
325
+9
64
$34K 0.02%
1,598
+330
65
$34K 0.02%
323
+13
66
$26K 0.02%
+1,124
67
$26K 0.02%
340
68
$18K 0.01%
636
+23
69
$15K 0.01%
192
70
$15K 0.01%
147
71
$15K 0.01%
+304
72
$9K 0.01%
192
+2
73
$8K ﹤0.01%
300
74
$6K ﹤0.01%
400
75
$6K ﹤0.01%
500
1 2
3
4