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
$113M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$291K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$123K

Top Sells

1
+$8.57M
2
+$7.63M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.68M
5
GLD icon
SPDR Gold Trust
GLD
+$5.79M

Sector Composition

1 Utilities 0.79%
2 Financials 0.34%
3 Industrials 0.27%
4 Energy 0.11%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.03%
800
77
$29K 0.03%
272
+8
78
$27K 0.02%
1,600
+41
79
$27K 0.02%
174
-3
80
$25K 0.02%
320
81
$25K 0.02%
500
82
$24K 0.02%
335
83
$22K 0.02%
155
84
$20K 0.02%
1,089
-696
85
$16K 0.01%
214
-4,307
86
$16K 0.01%
166
87
$16K 0.01%
158
88
$15K 0.01%
100
89
$15K 0.01%
202
-8
90
$13K 0.01%
+214
91
$12K 0.01%
300
92
$11K 0.01%
73
-25
93
$10K 0.01%
192
-28
94
$9K 0.01%
397
95
$8K 0.01%
200
96
$7K 0.01%
1,400
97
$6K 0.01%
61
-1,953
98
$5K ﹤0.01%
57
-616
99
$3K ﹤0.01%
20
100
$3K ﹤0.01%
22
-42,466
2 3
4
5 6