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
$227M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.73M
3
+$6.34M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.38M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$564K

Top Sells

1
+$7.27M
2
+$6.75M
3
+$6.62M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$785K

Sector Composition

1 Communication Services 0.18%
2 Consumer Discretionary 0.16%
3 Technology 0.08%
4 Real Estate 0.08%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.17%
3,397
+2,809
52
$364K 0.16%
2,679
-304
53
$363K 0.16%
5,153
+1,465
54
$356K 0.16%
3,611
+315
55
$337K 0.15%
10,991
+1,446
56
$254K 0.11%
3,509
-102
57
$250K 0.11%
10,849
-2,702
58
$248K 0.11%
3,876
+989
59
$220K 0.1%
8,809
-1,086
60
$207K 0.09%
+1,203
61
$193K 0.08%
5,064
-684
62
$188K 0.08%
+4,444
63
$187K 0.08%
+976
64
$153K 0.07%
5,110
-858
65
$150K 0.07%
+2,560
66
$147K 0.06%
13,595
+2,048
67
$142K 0.06%
+807
68
$141K 0.06%
2,354
+1,928
69
$124K 0.05%
2,440
-294
70
$120K 0.05%
2,304
-90
71
$115K 0.05%
3,360
-94
72
$114K 0.05%
+2,341
73
$113K 0.05%
1,012
-208
74
$112K 0.05%
1,057
-446
75
$103K 0.05%
748
-121
1 2
3
4 5