IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+13.46%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$203M
AUM Growth
+$203M
(+79%)
Cap. Flow
+$77.4M
Cap. Flow
% of AUM
38.13%
Top 10 Holdings %
Top 10 Hldgs %
58.62%
Holding
138
New
30
Increased
47
Reduced
27
Closed
1
Top Buys
| 1 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$14.1M |
| 2 |
SPDR Gold Trust
GLD
|
$10.6M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$9.72M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$6.76M |
| 5 |
Amazon
AMZN
|
$4.62M |
Top Sells
| 1 |
iShares Mortgage Real Estate ETF
REM
|
$2.73M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$2.27M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$760K |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$459K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$412K |
Sector Composition
| 1 | Consumer Discretionary | 2.28% |
| 2 | Communication Services | 2.25% |
| 3 | Technology | 1.36% |
| 4 | Utilities | 0.44% |
| 5 | Financials | 0.22% |
