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
$177M
AUM Growth
+$4.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.11M
3
+$1.07M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$970K

Top Sells

1
+$6.14M
2
+$2.27M
3
+$926K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$738K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$465K

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$12K 0.01%
313
-85
77
$12K 0.01%
195
+152
78
$12K 0.01%
204
+170
79
$11K 0.01%
226
+186
80
$11K 0.01%
639
-19
81
$7K ﹤0.01%
133
-89
82
$7K ﹤0.01%
400
83
$7K ﹤0.01%
63
+11
84
$4K ﹤0.01%
104
85
$1K ﹤0.01%
7
86
$1K ﹤0.01%
20
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5 6