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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.22M
3
+$4.86M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.6M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.47M

Top Sells

1
+$11M
2
+$4.74M
3
+$3.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.51M
5
BABA icon
Alibaba
BABA
+$1.74M

Sector Composition

1 Technology 2.55%
2 Communication Services 2.01%
3 Consumer Discretionary 0.98%
4 Financials 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.23%
13,916
+2,438
52
$494K 0.22%
3,100
+34
53
$479K 0.22%
8,873
-391
54
$416K 0.19%
15,335
+601
55
$397K 0.18%
5,406
-79
56
$393K 0.18%
5,668
+69
57
$390K 0.18%
4,055
+125
58
$380K 0.17%
4,152
+3,563
59
$374K 0.17%
4,500
60
$368K 0.17%
5,047
-220
61
$352K 0.16%
4,150
-122
62
$342K 0.16%
6,444
-202
63
$337K 0.15%
1,720
-114
64
$334K 0.15%
2,609
-127
65
$329K 0.15%
9,807
+390
66
$326K 0.15%
4,075
+166
67
$321K 0.15%
7,030
-1,188
68
$315K 0.14%
14,125
+577
69
$312K 0.14%
3,208
-26
70
$297K 0.14%
+1,263
71
$291K 0.13%
3,500
72
$289K 0.13%
12,262
+176
73
$280K 0.13%
2,329
+52
74
$280K 0.13%
3,343
-523
75
$261K 0.12%
2,376
1 2
3
4 5