IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
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
+$2.69M
2
+$336K
3
+$265K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$255K
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$191K

Top Sells

1
+$9.9M
2
+$7.9M
3
+$7.63M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$7.42M
5
GLD icon
SPDR Gold Trust
GLD
+$6.32M

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
126
– –
-837
127
– –
-827
128
– –
-46,604
129
– –
-920
130
– –
-2,136
131
– –
-440
132
– –
-16,424
133
– –
-29,600
2 3 4 5
6