IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
1-Year Return
10.62%
This Quarter Return
+10.91%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$220M
AUM Growth
+$18.5M
(+9.2%)
Cap. Flow
+$1.08M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
167
New
19
Increased
49
Reduced
64
Closed
5
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$6.72M |
| 2 |
Apple
AAPL
|
$5.22M |
| 3 |
iShares Mortgage Real Estate ETF
REM
|
$4.86M |
| 4 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.6M |
| 5 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$3.47M |
Top Sells
| 1 |
iShares China Large-Cap ETF
FXI
|
$11M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$4.74M |
| 3 |
SPDR Gold Trust
GLD
|
$3.8M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$3.51M |
| 5 |
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% |
