IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+4.82%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$222M
AUM Growth
+$222M
(+2.1%)
Cap. Flow
-$3.86M
Cap. Flow
% of AUM
-1.74%
Top 10 Holdings %
Top 10 Hldgs %
58.22%
Holding
144
New
21
Increased
55
Reduced
36
Closed
2
Top Buys
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$6.28M |
| 2 |
SPDR Gold Trust
GLD
|
$2.97M |
| 3 |
Alibaba
BABA
|
$2.5M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$2.2M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$1.58M |
Top Sells
Sector Composition
| 1 | Technology | 1.99% |
| 2 | Communication Services | 1.21% |
| 3 | Consumer Discretionary | 1.13% |
| 4 | Utilities | 0.47% |
| 5 | Financials | 0.24% |
