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
$167M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.81M
2
+$1.81M
3
+$1.12M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$710K
5
QDF icon
FlexShares Quality Dividend Index Fund
QDF
+$558K

Top Sells

1
+$4.78M
2
+$1.75M
3
+$967K
4
QLV icon
FlexShares US Quality Low Volatility Index Fund
QLV
+$642K
5
TDTT icon
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
+$130K

Sector Composition

1 Technology 0.87%
2 Financials 0.83%
3 Utilities 0.71%
4 Industrials 0.36%
5 Healthcare 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.03%
855
-62
127
$44.2K 0.03%
250
128
$41.8K 0.03%
437
129
$39.5K 0.02%
444
130
$38.8K 0.02%
215
-10
131
$38.3K 0.02%
693
132
$36.5K 0.02%
882
+3
133
$34.3K 0.02%
1,392
134
$30.5K 0.02%
320
135
$29.6K 0.02%
158
136
$27.8K 0.02%
713
+33
137
$26.7K 0.02%
560
138
$26.1K 0.02%
300
139
$25.2K 0.02%
500
140
$24K 0.01%
971
-39,096
141
$22.2K 0.01%
150
142
$17.4K 0.01%
353
143
$16.5K 0.01%
100
144
$16.3K 0.01%
1,400
145
$15.8K 0.01%
214
146
$14.9K 0.01%
166
147
$14.3K 0.01%
300
148
$14.3K 0.01%
75
149
$12.2K 0.01%
200
150
$12.1K 0.01%
656
-400
3 4 5
6
7