IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+6.32%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$194M
AUM Growth
+$194M
(+7.1%)
Cap. Flow
+$2.05M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
51.35%
Holding
89
New
3
Increased
37
Reduced
38
Closed
–
Top Buys
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$6.55M |
| 2 |
Tesla
TSLA
|
$262K |
| 3 |
Invesco QQQ Trust
QQQ
|
$240K |
| 4 |
NextEra Energy, Inc.
NEE
|
$224K |
| 5 |
Morgan Stanley
MS
|
$208K |
Top Sells
Sector Composition
| 1 | Technology | 1.19% |
| 2 | Financials | 0.66% |
| 3 | Consumer Discretionary | 0.32% |
| 4 | Industrials | 0.31% |
| 5 | Utilities | 0.3% |
