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
$219M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.71M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$582K

Top Sells

1
+$8.57M
2
+$7.04M
3
+$4.53M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$868K

Sector Composition

1 Real Estate 0.05%
2 Financials 0.01%
3 Materials 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$290K 0.13%
9,545
+1,042
52
$287K 0.13%
3,454
-1,217
53
$248K 0.11%
+3,688
54
$247K 0.11%
3,611
-2,021
55
$244K 0.11%
9,895
-5,317
56
$206K 0.09%
5,748
-100
57
$174K 0.08%
5,968
-285
58
$172K 0.08%
2,887
+263
59
$156K 0.07%
2,200
+444
60
$150K 0.07%
1,503
+229
61
$138K 0.06%
2,734
-24
62
$129K 0.06%
1,220
+185
63
$126K 0.06%
2,394
64
$125K 0.06%
11,547
+2,154
65
$121K 0.06%
3,454
+147
66
$118K 0.05%
2,569
+420
67
$114K 0.05%
896
+163
68
$113K 0.05%
869
-65,914
69
$90K 0.04%
276
+8
70
$81K 0.04%
1,096
+203
71
$79K 0.04%
+5,156
72
$77K 0.04%
942
+116
73
$77K 0.04%
+1,855
74
$66K 0.03%
617
-2
75
$65K 0.03%
588
+1
1 2
3
4 5