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
126
$35K 0.02%
444
127
$33K 0.02%
+225
128
$33K 0.02%
1,607
-32
129
$30K 0.01%
500
130
$27K 0.01%
1,007
+750
131
$23K 0.01%
320
132
$22K 0.01%
158
133
$22K 0.01%
130
134
$21K 0.01%
+75
135
$19K 0.01%
879
+482
136
$19K 0.01%
214
137
$19K 0.01%
+200
138
$18K 0.01%
166
139
$18K 0.01%
+150
140
$17K 0.01%
559
+36
141
$16K 0.01%
100
142
$16K 0.01%
1,889
-1,324
143
$16K 0.01%
201
+1
144
$16K 0.01%
2,544
-864
145
$13K 0.01%
300
146
$12K 0.01%
718
-715
147
$12K 0.01%
1,400
148
$11K 0.01%
48
149
$10K ﹤0.01%
38
-129
150
$10K ﹤0.01%
+200
3 4 5
6
7