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
$218M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$9.98M
3
+$5.89M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.42M

Top Sells

1
+$12.8M
2
+$7.37M
3
+$6.25M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.9M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.86M

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
$1K ﹤0.01%
11
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128
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129
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-2,526
130
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-1,200
131
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-400
2 3 4 5
6