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
$205M
AUM Growth
+$6.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.79M
3
+$1.11M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$979K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$835K

Top Sells

1
+$7.95M
2
+$7.23M
3
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$670K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$647K

Sector Composition

1 Real Estate 0.04%
2 Energy 0.03%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-13,620
102
– –
-1,189
103
– –
-300
1 2 3 4
5