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
$172M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.65M
3
+$1.22M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$847K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$810K

Top Sells

1
+$23M
2
+$11M
3
+$5.98M
4
SLV icon
iShares Silver Trust
SLV
+$3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.88M

Sector Composition

1 Technology 0.92%
2 Financials 0.73%
3 Utilities 0.65%
4 Industrials 0.31%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$529K 0.31%
+1,978
52
$518K 0.3%
16,346
+3,380
53
$499K 0.29%
12,580
-8,013
54
$494K 0.29%
+3,471
55
$435K 0.25%
1,852
-1,267
56
$434K 0.25%
12,271
+26
57
$423K 0.25%
5,574
+230
58
$416K 0.24%
4,055
+3,916
59
$407K 0.24%
7,543
-679
60
$385K 0.22%
16,703
-646
61
$383K 0.22%
4,500
62
$374K 0.22%
1,048
-639
63
$360K 0.21%
5,298
-92
64
$349K 0.2%
1,317
65
$347K 0.2%
15,240
+1,078
66
$342K 0.2%
13,341
-1,154
67
$337K 0.2%
6,906
+1,476
68
$335K 0.19%
2,605
-86
69
$313K 0.18%
+2,635
70
$305K 0.18%
2,847
-56
71
$305K 0.18%
7,707
-4,624
72
$304K 0.18%
2,786
-187
73
$303K 0.18%
3,500
74
$296K 0.17%
2,376
75
$278K 0.16%
6,939
+211
1 2
3
4 5