IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-7.34%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$193M
AUM Growth
+$193M
(-8.3%)
Cap. Flow
+$1.29M
Cap. Flow
% of AUM
0.67%
Top 10 Holdings %
Top 10 Hldgs %
61.85%
Holding
129
New
8
Increased
25
Reduced
51
Closed
30
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$13.4M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$9.24M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$7.58M |
| 4 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$6.24M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$6.07M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$8.77M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$7.81M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$6.73M |
| 4 |
iShares TIPS Bond ETF
TIP
|
$6.27M |
| 5 |
Apple
AAPL
|
$2.83M |
Sector Composition
| 1 | Industrials | 0.07% |
| 2 | Technology | 0.03% |
| 3 | Financials | 0.02% |
| 4 | Real Estate | 0.02% |
| 5 | Healthcare | 0.01% |
