IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+1.86%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$172M
AUM Growth
-$4.03M
(-2.3%)
Cap. Flow
-$6.55M
Cap. Flow
% of AUM
-3.8%
Top 10 Holdings %
Top 10 Hldgs %
67.41%
Holding
126
New
13
Increased
34
Reduced
42
Closed
5
Top Buys
Top Sells
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$6.45M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.46M |
| 3 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$2.18M |
| 4 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$1.33M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$944K |
Sector Composition
| 1 | Financials | 0.02% |
| 2 | Real Estate | 0.01% |
| 3 | Energy | 0.01% |
| 4 | Industrials | 0.01% |
| 5 | Communication Services | 0% |
