IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-1.56%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$185M
AUM Growth
+$185M
(-0.52%)
Cap. Flow
+$2.9M
Cap. Flow
% of AUM
1.57%
Top 10 Holdings %
Top 10 Hldgs %
62.9%
Holding
122
New
17
Increased
32
Reduced
48
Closed
20
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$4.5M |
| 2 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.84M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.79M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$2.56M |
| 5 |
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% |
