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
$199M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.72M
3
+$6.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.91M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.85M

Top Sells

1
+$7.98M
2
+$7.95M
3
+$7.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.97M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.26M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.06%
3 Financials 0.02%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5