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
$227M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.73M
3
+$6.34M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.38M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$564K

Top Sells

1
+$7.27M
2
+$6.75M
3
+$6.62M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$785K

Sector Composition

1 Communication Services 0.18%
2 Consumer Discretionary 0.16%
3 Technology 0.08%
4 Real Estate 0.08%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.04%
743
-153
77
$87K 0.04%
251
-25
78
$87K 0.04%
1,782
-787
79
$80K 0.04%
+1,060
80
$77K 0.03%
+1,460
81
$74K 0.03%
1,746
-109
82
$63K 0.03%
3,792
-1,364
83
$62K 0.03%
591
-26
84
$58K 0.03%
1,001
+59
85
$58K 0.03%
+747
86
$57K 0.03%
739
-357
87
$55K 0.02%
1,547
+207
88
$55K 0.02%
642
-300
89
$48K 0.02%
+653
90
$43K 0.02%
1,428
-705
91
$37K 0.02%
261
-21
92
$37K 0.02%
288
+58
93
$36K 0.02%
342
+37
94
$34K 0.02%
294
95
$33K 0.01%
888
-61
96
$19K 0.01%
525
+9
97
$19K 0.01%
220
-7
98
$18K 0.01%
165
+18
99
$15K 0.01%
209
100
$12K 0.01%
265
1 2 3
4
5