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
$227M
AUM Growth
+$8.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$8.65M
2
+$6.73M
3
+$6.34M
4
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.38M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$564K

Top Sells

1
+$7.27M
2
+$6.75M
3
+$6.62M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.14M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$785K

Sector Composition

1 Communication Services 0.18%
2 Consumer Discretionary 0.16%
3 Technology 0.08%
4 Real Estate 0.08%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$9K ﹤0.01%
275
102
$5K ﹤0.01%
400
103
$2K ﹤0.01%
20
104
$1K ﹤0.01%
11
105
$1K ﹤0.01%
36
-50
106
– –
-144,134
1 2 3 4
5