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
151
$8K ﹤0.01%
77
-196
152
$8K ﹤0.01%
200
153
$8K ﹤0.01%
277
-36
154
$6K ﹤0.01%
+300
155
$5K ﹤0.01%
500
156
$3K ﹤0.01%
+600
157
$3K ﹤0.01%
20
158
$2K ﹤0.01%
12
-5
159
$2K ﹤0.01%
+11
160
$2K ﹤0.01%
+90
161
$2K ﹤0.01%
+11
162
$1K ﹤0.01%
12
-2
163
– –
-977
164
– –
-500
165
– –
-262,083
166
– –
-281
167
– –
-5,901
3 4 5 6
7