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
$211M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.62M
3
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M

Top Sells

1
+$8.98M
2
+$8.06M
3
+$7.46M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.08M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.01M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4K ﹤0.01%
+55
102
$4K ﹤0.01%
400
103
$2K ﹤0.01%
20
104
$1K ﹤0.01%
11
105
– –
-974
106
– –
-10,138
107
– –
-1,147
108
– –
-10,727
1 2 3 4
5