IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-0.78%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$229M
AUM Growth
+$229M
(-6.9%)
Cap. Flow
-$14.2M
Cap. Flow
% of AUM
-6.22%
Top 10 Holdings %
Top 10 Hldgs %
50.28%
Holding
174
New
5
Increased
60
Reduced
58
Closed
5
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$10.4M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$6.23M |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
$4.28M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$4.06M |
| 5 |
Apple
AAPL
|
$2.47M |
Top Sells
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$10.2M |
| 2 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
$8.82M |
| 3 |
SPDR Gold Trust
GLD
|
$8.43M |
| 4 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$6.59M |
| 5 |
iShares Mortgage Real Estate ETF
REM
|
$4.41M |
Sector Composition
| 1 | Communication Services | 4.13% |
| 2 | Technology | 1.9% |
| 3 | Financials | 0.69% |
| 4 | Consumer Discretionary | 0.56% |
| 5 | Utilities | 0.48% |
