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
$218M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.98M
3
+$5.89M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M

Top Sells

1
+$12.8M
2
+$7.37M
3
+$6.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.9M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.86M

Sector Composition

1 Communication Services 2.24%
2 Consumer Discretionary 1.14%
3 Technology 0.64%
4 Utilities 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$118K 0.05%
12,703
-22
77
$113K 0.05%
2,274
-439
78
$106K 0.05%
+2,141
79
$105K 0.05%
+584
80
$105K 0.05%
+950
81
$102K 0.05%
3,740
+193
82
$101K 0.05%
1,983
+103
83
$96K 0.04%
1,181
-1,360
84
$89K 0.04%
+1,501
85
$88K 0.04%
2,000
86
$84K 0.04%
1,048
87
$83K 0.04%
+554
88
$78K 0.04%
1,000
89
$77K 0.04%
1,370
-4
90
$76K 0.03%
1,400
-9,360
91
$70K 0.03%
2,780
+397
92
$67K 0.03%
500
-100
93
$61K 0.03%
800
94
$52K 0.02%
477
-5
95
$51K 0.02%
294
96
$50K 0.02%
899
+9
97
$49K 0.02%
1,497
+25
98
$48K 0.02%
560
99
$36K 0.02%
100
-200
100
$35K 0.02%
400
2 3
4
5 6