IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+9.12%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$208M
AUM Growth
+$208M
(+7.6%)
Cap. Flow
-$179K
Cap. Flow
% of AUM
-0.09%
Top 10 Holdings %
Top 10 Hldgs %
60.06%
Holding
131
New
32
Increased
38
Reduced
41
Closed
10
Top Buys
| 1 |
Alibaba
BABA
|
$9.1M |
| 2 |
iShares Latin America 40 ETF
ILF
|
$8.17M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$5.87M |
| 4 |
SPDR Gold Trust
GLD
|
$5.28M |
| 5 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
$2.23M |
Top Sells
| 1 |
Health Care Select Sector SPDR Fund
XLV
|
$9.15M |
| 2 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$6.43M |
| 3 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$6.38M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$6.11M |
| 5 |
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% |
