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
$209M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.41M
3
+$6.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.64M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.46M

Top Sells

1
+$14.9M
2
+$8.65M
3
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.65M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
11
102
– –
-2,341
103
– –
-807
104
– –
-187,459
105
– –
-36
106
– –
-265
1 2 3 4
5