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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
-9.71%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$199M
AUM Growth
-$14.6M
(-6.9%)
Cap. Flow
+$5.93M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
57.34%
Holding
166
New
3
Increased
44
Reduced
62
Closed
9
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$12.4M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$7.54M |
| 3 |
Schwab US REIT ETF
SCHH
|
+$1.66M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.23M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$771K |
Top Sells
| 1 |
Apple
AAPL
|
+$8.3M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$5.77M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$3M |
| 4 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$2.57M |
| 5 |
iShares North American Natural Resources ETF
IGE
|
+$1.52M |
Sector Composition
| 1 | Technology | 0.8% |
| 2 | Financials | 0.68% |
| 3 | Utilities | 0.62% |
| 4 | Industrials | 0.29% |
| 5 | Consumer Discretionary | 0.2% |
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