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
$176M
AUM Growth
-$8.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$11.2M
3
+$4.43M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.59M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.3M

Top Sells

1
+$4.91M
2
+$3.49M
3
+$3.42M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.52M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.62M

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
300
77
$1K ﹤0.01%
+16
78
$1K ﹤0.01%
16
79
$1K ﹤0.01%
20
80
$1K ﹤0.01%
19
81
$1K ﹤0.01%
25
82
$1K ﹤0.01%
16
-13
83
$1K ﹤0.01%
9
84
$1K ﹤0.01%
16
85
– –
-522
86
– –
-1,186
87
– –
-922
88
– –
-54,222
89
$0 ﹤0.01%
11
90
– –
-4,057
91
– –
-83,301
92
– –
-1,236
93
– –
-326
94
– –
-1,406
95
$0 ﹤0.01%
1
-214,923
96
$0 ﹤0.01%
+3
97
– –
-513
98
– –
-7,978
1 2 3
4