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
$176M
AUM Growth
-$1.06M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.08M
3
+$711K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$643K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$418K

Top Sells

1
+$1.32M
2
+$930K
3
+$447K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$388K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$269K

Sector Composition

1 Energy 0.03%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$19K 0.01%
320
+125
77
$18K 0.01%
340
78
$17K 0.01%
349
+123
79
$17K 0.01%
144
+3
80
$15K 0.01%
394
-96
81
$6K ﹤0.01%
400
82
$6K ﹤0.01%
133
83
$5K ﹤0.01%
53
-10
84
$5K ﹤0.01%
+49
85
$4K ﹤0.01%
104
86
$4K ﹤0.01%
+179
87
$1K ﹤0.01%
20
88
$1K ﹤0.01%
10
+3
89
– –
-639
90
– –
-2
1 2 3
4