IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
+4.69%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$238M
AUM Growth
+$238M
(+8.5%)
Cap. Flow
+$15.6M
Cap. Flow
% of AUM
6.54%
Top 10 Holdings %
Top 10 Hldgs %
51.04%
Holding
166
New
4
Increased
76
Reduced
35
Closed
4
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$11M |
| 2 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
$6.45M |
| 3 |
ProShares Short 20+ Year Treasury ETF
TBF
|
$4.55M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
$4.54M |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.72M |
Top Sells
Sector Composition
| 1 | Communication Services | 3.96% |
| 2 | Technology | 1.48% |
| 3 | Financials | 0.59% |
| 4 | Utilities | 0.45% |
| 5 | Industrials | 0.24% |
