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
$172M
AUM Growth
-$26.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.65M
3
+$1.22M
4
IDHQ icon
Invesco S&P International Developed Quality ETF
IDHQ
+$847K
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$810K

Top Sells

1
+$23M
2
+$11M
3
+$5.98M
4
SLV icon
iShares Silver Trust
SLV
+$3M
5
LQD icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.02%
250
127
$40K 0.02%
314
128
$37K 0.02%
225
129
$36K 0.02%
444
130
$36K 0.02%
693
131
$34K 0.02%
879
-627
132
$33K 0.02%
1,392
133
$28K 0.02%
300
134
$27K 0.02%
320
135
$25K 0.01%
680
-15
136
$24K 0.01%
158
137
$24K 0.01%
560
138
$22K 0.01%
500
139
$20K 0.01%
150
140
$17K 0.01%
419
-129
141
$16K 0.01%
1,400
142
$16K 0.01%
1,056
143
$15K 0.01%
214
144
$15K 0.01%
166
145
$15K 0.01%
353
-84
146
$15K 0.01%
100
147
$13K 0.01%
200
148
$12K 0.01%
300
149
$10K 0.01%
48
150
$9K 0.01%
200
3 4 5
6
7