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
$209M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.41M
3
+$6.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.64M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.46M

Top Sells

1
+$14.9M
2
+$8.65M
3
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.65M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$337K 0.16%
14,068
-18,502
52
$326K 0.16%
2,468
-211
53
$320K 0.15%
3,771
-4,467
54
$305K 0.15%
5,880
+4,420
55
$305K 0.15%
10,336
-3,155
56
$280K 0.13%
4,494
+618
57
$257K 0.12%
3,411
-1,320
58
$248K 0.12%
10,727
-122
59
$240K 0.11%
5,712
+1,268
60
$209K 0.1%
1,140
-63
61
$200K 0.1%
3,369
+1,015
62
$197K 0.09%
2,506
-2,775
63
$189K 0.09%
7,424
-1,385
64
$187K 0.09%
2,778
-731
65
$171K 0.08%
3,365
-4,413
66
$170K 0.08%
6,719
-8,402
67
$137K 0.07%
3,540
-1,524
68
$135K 0.06%
13,198
-397
69
$129K 0.06%
1,147
-56,839
70
$99K 0.05%
3,330
-1,780
71
$89K 0.04%
5,255
+1,463
72
$85K 0.04%
1,832
-608
73
$73K 0.03%
974
+227
74
$68K 0.03%
527
-216
75
$64K 0.03%
1,060
1 2
3
4 5