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
$205M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.79M
3
+$1.11M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$979K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$835K

Top Sells

1
+$7.95M
2
+$7.23M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$670K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$647K

Sector Composition

1 Real Estate 0.04%
2 Energy 0.03%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.18%
15,435
+652
52
$353K 0.17%
4,272
+190
53
$311K 0.15%
3,410
+412
54
$257K 0.13%
2,928
+1,435
55
$249K 0.12%
8,489
-145
56
$198K 0.1%
6,008
-32
57
$194K 0.09%
3,444
+1,220
58
$190K 0.09%
1,672
+733
59
$187K 0.09%
2,840
+1,319
60
$164K 0.08%
5,988
+176
61
$153K 0.07%
1,604
-167
62
$139K 0.07%
1,146
-117
63
$136K 0.07%
2,728
-944
64
$128K 0.06%
1,251
-250
65
$127K 0.06%
2,418
-74
66
$104K 0.05%
6,816
+829
67
$103K 0.05%
+2,182
68
$100K 0.05%
816
-215
69
$96K 0.05%
2,263
-551
70
$87K 0.04%
277
-23,016
71
$81K 0.04%
6,928
-1,633
72
$74K 0.04%
2,231
+182
73
$69K 0.03%
898
-103,456
74
$66K 0.03%
627
+3
75
$64K 0.03%
588
-70
1 2
3
4 5