IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
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
+$7.36M
2
+$4.95M
3
+$4.14M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.61M

Top Sells

1
+$4.57M
2
+$3.93M
3
+$3.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.66M

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%
+16
90
$2K ﹤0.01%
+25
91
$1K ﹤0.01%
+19
92
$1K ﹤0.01%
+9
93
$1K ﹤0.01%
+29
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