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
$186M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.14M
3
+$2.83M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.21M

Top Sells

1
+$4.56M
2
+$2.95M
3
+$2.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M

Sector Composition

1 Real Estate 0.03%
2 Financials 0.01%
3 Energy 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$33K 0.02%
+623
77
$33K 0.02%
1,110
-24
78
$26K 0.01%
+1,109
79
$25K 0.01%
+1,449
80
$22K 0.01%
340
81
$20K 0.01%
+498
82
$18K 0.01%
447
+267
83
$17K 0.01%
296
+104
84
$17K 0.01%
147
85
$11K 0.01%
+441
86
$10K 0.01%
123
+45
87
$6K ﹤0.01%
400
88
$5K ﹤0.01%
53
89
$2K ﹤0.01%
18
+8
90
$1K ﹤0.01%
20
91
– –
-219
92
– –
-10
1 2 3
4