IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+2.95%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$190M
AUM Growth
+$190M
(+16%)
Cap. Flow
+$22.2M
Cap. Flow
% of AUM
11.67%
Top 10 Holdings %
Top 10 Hldgs %
60.8%
Holding
114
New
9
Increased
31
Reduced
34
Closed
21
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.45M |
| 2 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$5.55M |
| 3 |
iShares Mortgage Real Estate ETF
REM
|
$4.91M |
| 4 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$4.71M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.53M |
Top Sells
| 1 |
iShares National Muni Bond ETF
MUB
|
$5.71M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$4.56M |
| 3 |
iShares Silver Trust
SLV
|
$731K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$569K |
| 5 |
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% |
