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
$193M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.24M
3
+$7.58M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.24M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.07M

Top Sells

1
+$8.77M
2
+$7.81M
3
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.27M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$165K 0.09%
6,710
-212
52
$161K 0.08%
1,948
-69
53
$131K 0.07%
3,565
-1,005
54
$129K 0.07%
2,133
-2,100
55
$128K 0.07%
3,408
-28
56
$122K 0.06%
14,630
+1,225
57
$120K 0.06%
1,545
-56
58
$97K 0.05%
300
59
$97K 0.05%
3,571
-283
60
$93K 0.05%
1,849
-100
61
$72K 0.04%
1,508
-178
62
$61K 0.03%
600
63
$59K 0.03%
2,166
-546
64
$55K 0.03%
505
-139
65
$52K 0.03%
495
66
$50K 0.03%
1,620
-353
67
$45K 0.02%
868
+1
68
$39K 0.02%
294
69
$34K 0.02%
560
70
$28K 0.01%
542
-13
71
$28K 0.01%
263
-73
72
$26K 0.01%
192
-131
73
$24K 0.01%
205
74
$18K 0.01%
400
75
$17K 0.01%
207
-9,994
1 2
3
4 5