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
$208M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.17M
3
+$5.87M
4
GLD icon
SPDR Gold Trust
GLD
+$5.28M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.23M

Top Sells

1
+$9.15M
2
+$6.43M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.11M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.1M

Sector Composition

1 Consumer Discretionary 4.39%
2 Utilities 0.45%
3 Communication Services 0.33%
4 Industrials 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$83K 0.04%
+1,048
77
$76K 0.04%
1,374
-134
78
$71K 0.03%
600
79
$71K 0.03%
+1,000
80
$65K 0.03%
+800
81
$62K 0.03%
2,053
-113
82
$62K 0.03%
+2,526
83
$56K 0.03%
+2,383
84
$51K 0.02%
482
-13
85
$50K 0.02%
1,472
+916
86
$48K 0.02%
890
+22
87
$46K 0.02%
800
+500
88
$46K 0.02%
294
89
$42K 0.02%
560
90
$34K 0.02%
+400
91
$33K 0.02%
+444
92
$29K 0.01%
543
+1
93
$29K 0.01%
+500
94
$29K 0.01%
184
-8
95
$28K 0.01%
265
+2
96
$27K 0.01%
205
97
$27K 0.01%
+197
98
$26K 0.01%
+335
99
$22K 0.01%
400
100
$18K 0.01%
166
+1
1 2 3
4
5