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
$190M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.55M
3
+$4.91M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.71M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.53M

Top Sells

1
+$5.71M
2
+$4.56M
3
+$731K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$569K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$416K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9K ﹤0.01%
300
77
$7K ﹤0.01%
500
78
$7K ﹤0.01%
259
+2
79
$6K ﹤0.01%
100
80
$5K ﹤0.01%
400
81
$4K ﹤0.01%
50
82
$4K ﹤0.01%
56
83
$4K ﹤0.01%
41
84
$3K ﹤0.01%
28
85
$3K ﹤0.01%
100
86
$3K ﹤0.01%
300
87
$3K ﹤0.01%
300
88
$1K ﹤0.01%
20
89
$1K ﹤0.01%
25
90
$1K ﹤0.01%
9
91
– –
-16
92
– –
-11
93
– –
-3
94
– –
-19
95
– –
-16
1 2 3
4