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
$182M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.95M
3
+$2.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Top Sells

1
+$3.72M
2
+$1.8M
3
+$1.64M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$955K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$930K

Sector Composition

1 Energy 0.01%
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
$8K ﹤0.01%
180
-169
77
$7K ﹤0.01%
78
+29
78
$6K ﹤0.01%
400
79
$5K ﹤0.01%
53
80
$1K ﹤0.01%
20
81
$1K ﹤0.01%
10
-414
82
$1K ﹤0.01%
10
83
– –
-237
84
– –
-104
85
– –
-27,206
86
– –
-886
87
– –
-133
88
– –
-179
1 2 3
4