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
$190M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.55M
3
+$4.91M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.71M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.53M

Top Sells

1
+$5.71M
2
+$4.56M
3
+$731K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$569K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$416K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$217K 0.11%
4,002
-10
52
$199K 0.1%
6,844
-276
53
$177K 0.09%
5,036
+1,117
54
$173K 0.09%
5,948
+743
55
$123K 0.06%
1,448
56
$114K 0.06%
8,637
-7,115
57
$114K 0.06%
+1,338
58
$98K 0.05%
1,153
-2,445
59
$92K 0.05%
+1,834
60
$90K 0.05%
1,688
+70
61
$73K 0.04%
648
+4
62
$62K 0.03%
1,129
-9
63
$57K 0.03%
+1,902
64
$50K 0.03%
+1,987
65
$47K 0.02%
1,798
+377
66
$38K 0.02%
1,983
-832
67
$35K 0.02%
325
-1
68
$34K 0.02%
321
69
$25K 0.01%
340
70
$21K 0.01%
642
+5
71
$16K 0.01%
147
72
$16K 0.01%
192
73
$14K 0.01%
459
-10,441
74
$11K 0.01%
223
+20
75
$9K ﹤0.01%
81
-1
1 2
3
4