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
$212M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$7.51M
3
+$7.47M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.37M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.29M

Top Sells

1
+$14.4M
2
+$7.79M
3
+$7.57M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
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
$366K 0.17%
5,632
-1,546
52
$363K 0.17%
15,212
-223
53
$286K 0.13%
3,102
-308
54
$255K 0.12%
8,503
+14
55
$200K 0.09%
5,848
-160
56
$194K 0.09%
2,197
-731
57
$178K 0.08%
6,253
+265
58
$152K 0.07%
2,624
-820
59
$139K 0.07%
2,758
+30
60
$127K 0.06%
2,668
+486
61
$126K 0.06%
2,394
-24
62
$123K 0.06%
1,274
-330
63
$122K 0.06%
1,756
-1,084
64
$106K 0.05%
1,035
-216
65
$104K 0.05%
9,393
+2,465
66
$100K 0.05%
3,307
-250,502
67
$90K 0.04%
733
-83
68
$89K 0.04%
2,149
-114
69
$85K 0.04%
268
-9
70
$67K 0.03%
+1,409
71
$66K 0.03%
619
-8
72
$65K 0.03%
2,391
+736
73
$65K 0.03%
587
-1
74
$64K 0.03%
826
-72
75
$63K 0.03%
893
-203,592
1 2
3
4 5