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
$209M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.41M
3
+$6.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.64M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.46M

Top Sells

1
+$14.9M
2
+$8.65M
3
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.65M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$63K 0.03%
1,214
-1,090
77
$57K 0.03%
1,338
-408
78
$56K 0.03%
513
-499
79
$56K 0.03%
543
-48
80
$52K 0.02%
880
-121
81
$52K 0.02%
1,567
+139
82
$51K 0.02%
491
-566
83
$50K 0.02%
147
-104
84
$49K 0.02%
1,015
-767
85
$47K 0.02%
544
-98
86
$45K 0.02%
331
-417
87
$44K 0.02%
679
+26
88
$41K 0.02%
1,181
-366
89
$36K 0.02%
256
-5
90
$36K 0.02%
341
-1
91
$35K 0.02%
294
92
$27K 0.01%
689
-199
93
$19K 0.01%
547
+22
94
$18K 0.01%
165
95
$18K 0.01%
207
-13
96
$14K 0.01%
208
-1
97
$12K 0.01%
96
-192
98
$7K ﹤0.01%
205
-70
99
$4K ﹤0.01%
400
100
$2K ﹤0.01%
20
1 2 3
4
5