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
$113M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$291K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$123K

Top Sells

1
+$8.57M
2
+$7.63M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.68M
5
GLD icon
SPDR Gold Trust
GLD
+$5.79M

Sector Composition

1 Utilities 0.79%
2 Financials 0.34%
3 Industrials 0.27%
4 Energy 0.11%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$129K 0.11%
4,444
-1,164
52
$128K 0.11%
3,108
53
$120K 0.11%
2,208
54
$119K 0.11%
1,820
55
$92K 0.08%
1,483
-3,272
56
$90K 0.08%
1,236
57
$88K 0.08%
2,031
-144
58
$83K 0.07%
1,134
-1,558
59
$82K 0.07%
1,569
+352
60
$79K 0.07%
500
61
$77K 0.07%
1,048
62
$68K 0.06%
2,000
63
$66K 0.06%
1,755
-783
64
$62K 0.05%
4,715
-2,050
65
$59K 0.05%
839
-1,613
66
$59K 0.05%
1,366
-26
67
$58K 0.05%
511
-4,449
68
$57K 0.05%
473
-4
69
$56K 0.05%
560
70
$53K 0.05%
1,150
-30
71
$51K 0.05%
1,509
-4,627
72
$47K 0.04%
294
73
$44K 0.04%
903
+1
74
$32K 0.03%
444
75
$32K 0.03%
900
1 2
3
4 5