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
$199M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.72M
3
+$6.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.91M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.85M

Top Sells

1
+$7.98M
2
+$7.95M
3
+$7.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.97M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.26M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.06%
3 Financials 0.02%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$382K 0.19%
16,334
+3,800
52
$337K 0.17%
4,082
+690
53
$328K 0.17%
14,783
+642
54
$266K 0.13%
2,998
+1,263
55
$251K 0.13%
8,634
+7,109
56
$184K 0.09%
6,040
-784
57
$183K 0.09%
3,672
-272
58
$165K 0.08%
1,771
-144
59
$153K 0.08%
5,812
-260
60
$146K 0.07%
1,263
-33
61
$146K 0.07%
1,501
+99
62
$131K 0.07%
2,492
+362
63
$129K 0.07%
1,493
+1,301
64
$125K 0.06%
1,031
-89
65
$120K 0.06%
2,224
+1,815
66
$116K 0.06%
2,814
+491
67
$103K 0.05%
939
-47,984
68
$97K 0.05%
4,643
-19,851
69
$95K 0.05%
+5,987
70
$93K 0.05%
1,521
+1,245
71
$89K 0.04%
8,561
+506
72
$88K 0.04%
1,189
+289
73
$85K 0.04%
3,078
-289,104
74
$74K 0.04%
+1,048
75
$71K 0.04%
658
-2,524
1 2
3
4 5