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
$218M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.98M
3
+$5.89M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M

Top Sells

1
+$12.8M
2
+$7.37M
3
+$6.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.9M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.86M

Sector Composition

1 Communication Services 2.24%
2 Consumer Discretionary 1.14%
3 Technology 0.64%
4 Utilities 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$33K 0.02%
444
102
$33K 0.02%
700
-100
103
$32K 0.01%
595
+52
104
$31K 0.01%
500
105
$30K 0.01%
181
-3
106
$29K 0.01%
197
107
$28K 0.01%
264
-1
108
$26K 0.01%
335
109
$23K 0.01%
205
110
$22K 0.01%
+1,000
111
$20K 0.01%
98
112
$18K 0.01%
492
-7
113
$18K 0.01%
166
114
$18K 0.01%
210
-1,808
115
$17K 0.01%
+422
116
$15K 0.01%
+700
117
$14K 0.01%
+161
118
$14K 0.01%
218
+19
119
$14K 0.01%
100
120
$14K 0.01%
1,400
121
$11K 0.01%
201
122
$7K ﹤0.01%
54
+1
123
$7K ﹤0.01%
+225
124
$3K ﹤0.01%
20
125
$2K ﹤0.01%
55
2 3 4
5
6