IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
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
+$8.3M
2
+$5.46M
3
+$4.79M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.38M

Top Sells

1
+$5.65M
2
+$4.32M
3
+$655K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$564K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$404K

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%
81
-1
77
$7K ﹤0.01%
259
+2
78
$7K ﹤0.01%
500
79
$6K ﹤0.01%
100
80
$5K ﹤0.01%
400
81
$4K ﹤0.01%
41
82
$4K ﹤0.01%
56
83
$4K ﹤0.01%
50
84
$3K ﹤0.01%
300
85
$3K ﹤0.01%
300
86
$3K ﹤0.01%
100
87
$3K ﹤0.01%
28
88
$1K ﹤0.01%
9
89
$1K ﹤0.01%
25
90
$1K ﹤0.01%
20
91
– –
-16
92
– –
-11
93
– –
-16
94
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-19
95
– –
-3
1 2 3
4