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
$185M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.84M
3
+$3.86M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.54M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.49M

Top Sells

1
+$4.5M
2
+$3.84M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.55M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$10K 0.01%
321
-1,100
77
$10K 0.01%
181
-430
78
$9K ﹤0.01%
+300
79
$7K ﹤0.01%
+500
80
$6K ﹤0.01%
54
-778
81
$6K ﹤0.01%
400
82
$6K ﹤0.01%
55
+2
83
$5K ﹤0.01%
+100
84
$4K ﹤0.01%
+300
85
$4K ﹤0.01%
+50
86
$3K ﹤0.01%
+300
87
$3K ﹤0.01%
+41
88
$3K ﹤0.01%
+100
89
$2K ﹤0.01%
+25
90
$2K ﹤0.01%
+16
91
$1K ﹤0.01%
+9
92
$1K ﹤0.01%
+29
93
$1K ﹤0.01%
+19
94
$1K ﹤0.01%
20
95
$1K ﹤0.01%
+16
96
– –
-123
97
– –
-1,449
98
– –
-498
99
– –
-18
100
– –
-325
1 2 3
4
5