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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.22M
3
+$4.86M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.6M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.47M

Top Sells

1
+$11M
2
+$4.74M
3
+$3.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.51M
5
BABA icon
Alibaba
BABA
+$1.74M

Sector Composition

1 Technology 2.55%
2 Communication Services 2.01%
3 Consumer Discretionary 0.98%
4 Financials 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$74K 0.03%
+197
102
$66K 0.03%
1,133
-369
103
$64K 0.03%
3,729
-351
104
$64K 0.03%
4,338
-1,652
105
$63K 0.03%
288
106
$61K 0.03%
1,134
-18
107
$60K 0.03%
143
-50
108
$56K 0.03%
489
-205
109
$55K 0.03%
1,229
-713
110
$54K 0.02%
+300
111
$53K 0.02%
445
-361
112
$53K 0.02%
438
-7
113
$50K 0.02%
1,500
-152
114
$49K 0.02%
897
-86
115
$48K 0.02%
517
-266
116
$45K 0.02%
380
-314
117
$44K 0.02%
314
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118
$43K 0.02%
301
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119
$39K 0.02%
722
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120
$39K 0.02%
+250
121
$39K 0.02%
680
+507
122
$39K 0.02%
863
-495
123
$37K 0.02%
900
+100
124
$36K 0.02%
560
125
$35K 0.02%
+150
3 4
5
6 7