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
$208M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.17M
3
+$5.87M
4
GLD icon
SPDR Gold Trust
GLD
+$5.28M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.23M

Top Sells

1
+$9.15M
2
+$6.43M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.11M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.1M

Sector Composition

1 Consumer Discretionary 4.39%
2 Utilities 0.45%
3 Communication Services 0.33%
4 Industrials 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$293K 0.14%
+3,500
52
$269K 0.13%
2,737
-108
53
$224K 0.11%
+2,376
54
$223K 0.11%
5,239
+265
55
$214K 0.1%
3,867
-597
56
$198K 0.1%
+2,541
57
$195K 0.09%
7,860
+1,150
58
$192K 0.09%
8,030
+216
59
$174K 0.08%
2,018
+1,811
60
$173K 0.08%
+1,629
61
$171K 0.08%
1,970
+22
62
$153K 0.07%
3,624
+59
63
$152K 0.07%
+1,236
64
$140K 0.07%
2,064
-69
65
$138K 0.07%
3,196
-212
66
$136K 0.07%
+2,713
67
$136K 0.07%
2,000
+1,950
68
$128K 0.06%
+2,648
69
$124K 0.06%
1,554
+9
70
$116K 0.06%
12,725
-1,905
71
$114K 0.05%
+2,208
72
$114K 0.05%
300
73
$97K 0.05%
3,547
-24
74
$96K 0.05%
1,880
+31
75
$84K 0.04%
+2,000
1 2
3
4 5