IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-1.29%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$189M
AUM Growth
+$189M
(-0.79%)
Cap. Flow
+$1.58M
Cap. Flow
% of AUM
0.83%
Top 10 Holdings %
Top 10 Hldgs %
52.33%
Holding
88
New
2
Increased
31
Reduced
40
Closed
4
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$604K |
| 2 |
HBTA
Horizon Expedition Plus ETF
HBTA
|
$473K |
| 3 |
Invesco QQQ Trust
QQQ
|
$394K |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$388K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$372K |
Top Sells
| 1 |
SPDR S&P Biotech ETF
XBI
|
$633K |
| 2 |
FlexShares Ultra-Short Income Fund
RAVI
|
$538K |
| 3 |
SPDR Gold Trust
GLD
|
$384K |
| 4 |
Invesco MSCI Sustainable Future ETF
ERTH
|
$337K |
| 5 |
iShares Silver Trust
SLV
|
$224K |
Sector Composition
| 1 | Technology | 1.15% |
| 2 | Financials | 0.68% |
| 3 | Industrials | 0.37% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Utilities | 0.31% |
