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
$172M
AUM Growth
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.52M
3
+$1.39M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$607K

Top Sells

1
+$6.45M
2
+$3.46M
3
+$2.18M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.33M
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5K ﹤0.01%
51
-3
77
$5K ﹤0.01%
245
+2
78
$5K ﹤0.01%
56
+1
79
$5K ﹤0.01%
100
80
$4K ﹤0.01%
50
81
$3K ﹤0.01%
300
82
$3K ﹤0.01%
300
83
$3K ﹤0.01%
41
84
$3K ﹤0.01%
100
85
$1K ﹤0.01%
16
86
$1K ﹤0.01%
9
87
$1K ﹤0.01%
16
88
$1K ﹤0.01%
25
89
$1K ﹤0.01%
19
90
$1K ﹤0.01%
20
91
$1K ﹤0.01%
16
92
$1K ﹤0.01%
16
93
$0 ﹤0.01%
3
94
$0 ﹤0.01%
1
95
$0 ﹤0.01%
11
96
$0 ﹤0.01%
+900
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4