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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.22M
3
+$4.86M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.6M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.47M

Top Sells

1
+$11M
2
+$4.74M
3
+$3.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.51M
5
BABA icon
Alibaba
BABA
+$1.74M

Sector Composition

1 Technology 2.55%
2 Communication Services 2.01%
3 Consumer Discretionary 0.98%
4 Financials 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$222K 0.1%
1,000
77
$210K 0.1%
5,533
+634
78
$204K 0.09%
2,648
79
$186K 0.08%
+3,200
80
$179K 0.08%
2,145
+8
81
$168K 0.08%
1,629
82
$154K 0.07%
2,416
-56
83
$154K 0.07%
4,933
-619
84
$146K 0.07%
2,872
+24
85
$140K 0.06%
5,607
+232
86
$137K 0.06%
2,000
87
$136K 0.06%
2,208
88
$135K 0.06%
5,113
+3,814
89
$132K 0.06%
4,852
+3,696
90
$127K 0.06%
1,820
91
$112K 0.05%
260
92
$104K 0.05%
1,236
93
$101K 0.05%
1,343
-116
94
$83K 0.04%
+400
95
$82K 0.04%
1,048
96
$81K 0.04%
900
97
$76K 0.03%
2,104
+1,266
98
$75K 0.03%
1,271
+323
99
$74K 0.03%
1,342
+28
100
$74K 0.03%
985
+650
2 3
4
5 6