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
$208M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$8.17M
3
+$5.87M
4
GLD icon
SPDR Gold Trust
GLD
+$5.28M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.23M

Top Sells

1
+$9.15M
2
+$6.43M
3
+$6.38M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.11M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.1M

Sector Composition

1 Consumer Discretionary 4.39%
2 Utilities 0.45%
3 Communication Services 0.33%
4 Industrials 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
98
102
$18K 0.01%
499
-11
103
$14K 0.01%
+100
104
$13K 0.01%
199
+2
105
$12K 0.01%
1,400
+1,000
106
$10K ﹤0.01%
+201
107
$8K ﹤0.01%
63
-40,138
108
$7K ﹤0.01%
53
-2
109
$5K ﹤0.01%
+154
110
$5K ﹤0.01%
+1,200
111
$4K ﹤0.01%
+100
112
$3K ﹤0.01%
20
113
$2K ﹤0.01%
+100
114
$2K ﹤0.01%
55
115
$1K ﹤0.01%
11
116
– –
-90
117
– –
-39
118
– –
-79,054
119
– –
-121
120
– –
-180
121
– –
-29
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5