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
$218M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.98M
3
+$5.89M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M

Top Sells

1
+$12.8M
2
+$7.37M
3
+$6.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.9M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.86M

Sector Composition

1 Communication Services 2.24%
2 Consumer Discretionary 1.14%
3 Technology 0.64%
4 Utilities 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.16%
+7,312
52
$334K 0.15%
4,598
-1,030
53
$325K 0.15%
4,462
-43
54
$321K 0.15%
6,860
-61,594
55
$311K 0.14%
7,118
+321
56
$308K 0.14%
3,500
57
$289K 0.13%
985
-15,751
58
$288K 0.13%
9,951
-549
59
$278K 0.13%
+7,746
60
$272K 0.12%
2,731
-6
61
$242K 0.11%
2,376
62
$206K 0.09%
7,631
-229
63
$202K 0.09%
8,472
+442
64
$194K 0.09%
1,710
-51,615
65
$187K 0.09%
2,081
+111
66
$177K 0.08%
1,629
67
$164K 0.08%
3,593
-31
68
$154K 0.07%
1,236
69
$146K 0.07%
2,000
70
$143K 0.07%
2,058
-6
71
$142K 0.07%
3,168
-28
72
$142K 0.07%
2,606
-1,261
73
$136K 0.06%
2,648
74
$131K 0.06%
1,623
+69
75
$122K 0.06%
2,208
1 2
3
4 5