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
$212M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.09M
2
+$7.43M
3
+$7.41M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.32M

Top Sells

1
+$14.1M
2
+$7.79M
3
+$7.76M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
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
– –
-105,004
102
– –
-264,881
103
– –
-1,354
1 2 3 4
5