IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-4.9%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$172M
AUM Growth
+$172M
(-13%)
Cap. Flow
-$37.4M
Cap. Flow
% of AUM
-21.73%
Top 10 Holdings %
Top 10 Hldgs %
56.43%
Holding
174
New
17
Increased
35
Reduced
57
Closed
6
Top Buys
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$23M |
| 2 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$11M |
| 3 |
SPDR Gold Trust
GLD
|
$5.98M |
| 4 |
iShares Silver Trust
SLV
|
$3M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$2.88M |
Sector Composition
| 1 | Technology | 0.92% |
| 2 | Financials | 0.73% |
| 3 | Utilities | 0.65% |
| 4 | Industrials | 0.31% |
| 5 | Consumer Discretionary | 0.26% |
