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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
+2.72%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$218M
AUM Growth
+$10.4M
(+5%)
Cap. Flow
+$4.94M
Cap. Flow
% of AUM
2.27%
Top 10 Holdings %
Top 10 Hldgs %
60.5%
Holding
146
New
25
Increased
34
Reduced
51
Closed
8
Top Buys
| 1 |
iShares Latin America 40 ETF
ILF
|
+$15.5M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$9.54M |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.83M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$3.48M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.38M |
Top Sells
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.5M |
| 2 |
Alibaba
BABA
|
+$7.5M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$5.86M |
| 4 |
SPDR Gold Trust
GLD
|
+$5.8M |
| 5 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$5.69M |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
| $1K | ﹤0.01% |
11
| – | – |
|
|
AXON
127
Axon Enterprise
AXON
$43.6B
| – | – |
-400
| Closed | -$22K |
|
128
CRISPR Therapeutics
CRSP
$5.06B
| – | – |
-100
| Closed | -$4K |
|
129
iShares International Developed Real Estate ETF
IFGL
$82M
| – | – |
-2,053
| Closed | -$62K |
|
130
NVIDIA
NVDA
$5.15T
| – | – |
-1,200
| Closed | -$5K |
|
131
Plains All American Pipeline
PAA
$16.5B
| – | – |
-2,526
| Closed | -$62K |
|
|
ASXC
132
DELISTED
Asensus Surgical, Inc.
ASXC
| – | – |
-154
| Closed | -$5K |
|
|
CTRL
133
DELISTED
Control4 Corporation
CTRL
| – | – |
-100
| Closed | -$2K |
|
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