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
$211M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.62M
3
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M

Top Sells

1
+$8.98M
2
+$8.06M
3
+$7.46M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.08M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.01M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$107K 0.05%
2,135
+1,120
77
$106K 0.05%
2,895
+1,714
78
$106K 0.05%
2,076
-1,289
79
$105K 0.05%
746
+415
80
$86K 0.04%
1,730
-102
81
$84K 0.04%
2,866
-464
82
$82K 0.04%
2,767
-302,869
83
$71K 0.03%
848
+169
84
$61K 0.03%
1,182
-32
85
$55K 0.03%
540
-3
86
$47K 0.02%
867
-13
87
$39K 0.02%
294
88
$38K 0.02%
251
-5
89
$36K 0.02%
560
-500
90
$35K 0.02%
337
-4
91
$25K 0.01%
681
-8
92
$20K 0.01%
+350
93
$20K 0.01%
+230
94
$20K 0.01%
545
-2
95
$18K 0.01%
165
96
$18K 0.01%
207
97
$15K 0.01%
+98
98
$13K 0.01%
195
-13
99
$7K ﹤0.01%
205
100
$5K ﹤0.01%
+79
1 2 3
4
5