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
$113M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$291K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$123K

Top Sells

1
+$8.57M
2
+$7.63M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.68M
5
GLD icon
SPDR Gold Trust
GLD
+$5.79M

Sector Composition

1 Utilities 0.79%
2 Financials 0.34%
3 Industrials 0.27%
4 Energy 0.11%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2K ﹤0.01%
8
-15,456
102
$2K ﹤0.01%
57
-108,995
103
$2K ﹤0.01%
22
104
$2K ﹤0.01%
281
105
$1K ﹤0.01%
13
+1
106
$1K ﹤0.01%
88
-183,534
107
$1K ﹤0.01%
26
-42,360
108
$1K ﹤0.01%
+49
109
– –
-16,424
110
– –
-440
111
– –
-2,136
112
– –
-920
113
– –
-46,604
114
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-827
115
– –
-837
116
– –
-13,790
117
– –
-152,524
118
– –
-2,217
119
– –
-28,572
120
– –
-1,915
121
– –
-581
122
– –
-2,095
123
– –
-3,399
124
– –
-227
125
– –
-818
2 3 4
5
6