IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
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
+$13.5M
2
+$7.26M
3
+$6.63M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.92M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.63M

Top Sells

1
+$8.3M
2
+$7.91M
3
+$7.85M
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
+$5.38M

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