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
$172M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.65M
3
+$1.22M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$847K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$810K

Top Sells

1
+$23M
2
+$11M
3
+$5.98M
4
SLV icon
iShares Silver Trust
SLV
+$3M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.88M

Sector Composition

1 Technology 0.92%
2 Financials 0.73%
3 Utilities 0.65%
4 Industrials 0.31%
5 Consumer Discretionary 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.16%
4,056
+1,615
77
$262K 0.15%
3,175
-434
78
$259K 0.15%
4,618
+52
79
$245K 0.14%
1,051
80
$234K 0.14%
1,419
-16
81
$218K 0.13%
3,816
-257
82
$212K 0.12%
9,877
-3,044
83
$208K 0.12%
2,648
84
$208K 0.12%
11,897
-171,610
85
$197K 0.11%
3,200
86
$193K 0.11%
6,476
+166
87
$188K 0.11%
8,271
-3,014
88
$178K 0.1%
1,236
89
$174K 0.1%
3,468
+222
90
$172K 0.1%
2,156
-122
91
$159K 0.09%
1,386
92
$158K 0.09%
2,000
93
$158K 0.09%
1,974
-2,489
94
$150K 0.09%
2,208
95
$138K 0.08%
1,739
-603
96
$127K 0.07%
2,190
-46
97
$120K 0.07%
1,324
-121,125
98
$119K 0.07%
1,720
99
$119K 0.07%
1,820
100
$115K 0.07%
590
2 3
4
5 6