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
$212M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$7.51M
3
+$7.47M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.37M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.29M

Top Sells

1
+$14.4M
2
+$7.79M
3
+$7.57M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$55K 0.03%
991
-129
77
$54K 0.03%
1,609
+298
78
$39K 0.02%
1,478
+359
79
$36K 0.02%
282
-4
80
$34K 0.02%
1,071
-1
81
$32K 0.02%
304
82
$28K 0.01%
294
-46
83
$24K 0.01%
+1,031
84
$21K 0.01%
670
-1,561
85
$16K 0.01%
147
86
$12K 0.01%
208
-12
87
$10K ﹤0.01%
265
88
$9K ﹤0.01%
+95
89
$8K ﹤0.01%
274
+2
90
$7K ﹤0.01%
+120
91
$7K ﹤0.01%
239
-83
92
$7K ﹤0.01%
122
-26
93
$6K ﹤0.01%
+230
94
$4K ﹤0.01%
400
95
$2K ﹤0.01%
20
96
$2K ﹤0.01%
+45
97
$1K ﹤0.01%
+32
98
$1K ﹤0.01%
11
99
– –
-919
100
– –
-1,354
1 2 3
4
5