IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+3.48%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$210M
AUM Growth
+$210M
(-0.49%)
Cap. Flow
-$3.54M
Cap. Flow
% of AUM
-1.68%
Top 10 Holdings %
Top 10 Hldgs %
57.94%
Holding
128
New
18
Increased
37
Reduced
56
Closed
7
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.61M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$6.33M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$6.3M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.38M |
| 5 |
Apple
AAPL
|
$2.29M |
Top Sells
| 1 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$7.81M |
| 2 |
SPDR Dow Jones International Real Estate ETF
RWX
|
$6.35M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.07M |
| 4 |
SPDR Gold Trust
GLD
|
$6.05M |
| 5 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$4.24M |
Sector Composition
| 1 | Technology | 1.38% |
| 2 | Communication Services | 1.31% |
| 3 | Consumer Discretionary | 1.14% |
| 4 | Financials | 0.16% |
| 5 | Real Estate | 0.1% |
