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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
-3.83%
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
$148M
AUM Growth
+$1.12M
(+0.76%)
Cap. Flow
+$7.39M
Cap. Flow
% of AUM
4.98%
Top 10 Holdings %
Top 10 Hldgs %
57.11%
Holding
84
New
4
Increased
27
Reduced
45
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$6.73M |
| 2 |
FlexShares Ultra-Short Income Fund
RAVI
|
+$6.08M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$4.29M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$2.56M |
| 5 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$2.23M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.07M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$1.98M |
| 3 |
SPDR Gold Trust
GLD
|
+$1.86M |
| 4 |
Schwab US REIT ETF
SCHH
|
+$1.68M |
| 5 |
iShares Residential and Multisector Real Estate ETF
REZ
|
+$1.67M |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Financials | 0.48% |
| 3 | Industrials | 0.33% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Utilities | 0.18% |
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