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
$211M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.62M
3
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M

Top Sells

1
+$8.98M
2
+$8.06M
3
+$7.46M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.08M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.01M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.17%
3,756
-252
52
$357K 0.17%
15,774
-268,837
53
$353K 0.17%
5,050
-1,734
54
$319K 0.15%
7,773
-4,861
55
$312K 0.15%
1,149
-27,482
56
$277K 0.13%
9,972
-364
57
$274K 0.13%
+1,409
58
$272K 0.13%
4,714
+1,345
59
$270K 0.13%
4,336
-158
60
$254K 0.12%
4,500
-1,380
61
$253K 0.12%
3,109
-302
62
$226K 0.11%
2,700
-1,071
63
$208K 0.1%
8,698
-5,370
64
$171K 0.08%
16,934
+3,736
65
$159K 0.08%
6,627
-797
66
$151K 0.07%
+3,138
67
$151K 0.07%
1,109
+582
68
$144K 0.07%
3,415
+2,077
69
$140K 0.07%
3,452
-88
70
$139K 0.07%
7,834
+2,579
71
$134K 0.06%
1,217
+704
72
$131K 0.06%
1,682
-824
73
$124K 0.06%
3,367
+1,800
74
$122K 0.06%
1,174
+683
75
$110K 0.05%
4,123
-2,596
1 2
3
4 5