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
$193M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.24M
3
+$7.58M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.24M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.07M

Top Sells

1
+$8.77M
2
+$7.81M
3
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.27M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$17K 0.01%
165
77
$16K 0.01%
556
+10
78
$16K 0.01%
510
+4
79
$15K 0.01%
300
80
$15K 0.01%
98
81
$11K 0.01%
197
+2
82
$8K ﹤0.01%
121
-118,126
83
$8K ﹤0.01%
+180
84
$6K ﹤0.01%
55
-1,432
85
$3K ﹤0.01%
50
86
$3K ﹤0.01%
400
87
$2K ﹤0.01%
+90
88
$2K ﹤0.01%
55
89
$2K ﹤0.01%
+39
90
$2K ﹤0.01%
20
91
$2K ﹤0.01%
+29
92
$1K ﹤0.01%
11
93
– –
-1,822
94
– –
-2,388
95
– –
-2,202
96
– –
-44,935
97
– –
-1,767
98
– –
-90
99
– –
-315
100
– –
-24
1 2 3
4
5