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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
+3.31%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$205M
AUM Growth
+$6.89M
(+3.5%)
Cap. Flow
+$1.33M
Cap. Flow
% of AUM
0.65%
Top 10 Holdings %
Top 10 Hldgs %
56.53%
Holding
108
New
5
Increased
39
Reduced
49
Closed
8
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$7.79M |
| 2 |
iShares Latin America 40 ETF
ILF
|
+$7.72M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$1.09M |
| 4 |
iShares North American Natural Resources ETF
IGE
|
+$1M |
| 5 |
iShares MSCI ACWI ex US ETF
ACWX
|
+$811K |
Top Sells
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
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
| – | – |
-13,620
| Closed | -$647K |
|
102
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
| – | – |
-1,189
| Closed | -$88K |
|
|
CONE
103
DELISTED
CyrusOne Inc Common Stock
CONE
| – | – |
-300
| Closed | -$13K |
|
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