IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+1.6%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$172M
AUM Growth
+$172M
(+1.4%)
Cap. Flow
-$514K
Cap. Flow
% of AUM
-0.3%
Top 10 Holdings %
Top 10 Hldgs %
76.77%
Holding
148
New
76
Increased
30
Reduced
36
Closed
–
Top Buys
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.05M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$653K |
| 3 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$612K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$586K |
| 5 |
WisdomTree US High Dividend Fund
DHS
|
$515K |
Sector Composition
| 1 | Financials | 0.01% |
| 2 | Consumer Discretionary | 0.01% |
| 3 | Energy | 0.01% |
| 4 | Communication Services | 0% |
| 5 | Healthcare | 0% |
