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
$219M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.71M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$582K

Top Sells

1
+$8.57M
2
+$7.04M
3
+$4.53M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$868K

Sector Composition

1 Real Estate 0.05%
2 Financials 0.01%
3 Materials 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$59K 0.03%
2,133
-258
77
$54K 0.02%
942
-49
78
$46K 0.02%
1,340
-269
79
$37K 0.02%
282
80
$35K 0.02%
949
-122
81
$32K 0.01%
305
+1
82
$31K 0.01%
294
83
$29K 0.01%
230
-35,938
84
$25K 0.01%
+426
85
$20K 0.01%
227
-1,970
86
$18K 0.01%
516
-154
87
$16K 0.01%
147
88
$14K 0.01%
209
+1
89
$11K 0.01%
265
90
$9K ﹤0.01%
275
+1
91
$5K ﹤0.01%
400
92
$3K ﹤0.01%
86
-153
93
$2K ﹤0.01%
20
94
$1K ﹤0.01%
11
95
– –
-95
96
– –
-32
97
– –
-120
98
– –
-230
99
– –
-2,668
100
– –
-1,478
1 2 3
4
5