IFA
Interactive Financial Advisors Portfolio holdings
AUM
$205M
This Quarter Return
-9.71%
1 Year Return
+10.62%
3 Year Return
+37.08%
5 Year Return
+62.96%
10 Year Return
+126.37%
AUM
$199M
AUM Growth
+$199M
(-6.9%)
Cap. Flow
+$5.55M
Cap. Flow
% of AUM
2.79%
Top 10 Holdings %
Top 10 Hldgs %
57.34%
Holding
166
New
3
Increased
45
Reduced
60
Closed
9
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$12.3M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$7.53M |
| 3 |
Schwab US REIT ETF
SCHH
|
$1.56M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$1.16M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$764K |
Top Sells
| 1 |
Apple
AAPL
|
$7.49M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$7.26M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$2.95M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$2.71M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$1.48M |
Sector Composition
| 1 | Technology | 0.8% |
| 2 | Financials | 0.68% |
| 3 | Utilities | 0.62% |
| 4 | Industrials | 0.29% |
| 5 | Consumer Discretionary | 0.2% |
