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
151
$9K 0.01%
75
152
$8K ﹤0.01%
324
-12
153
$7K ﹤0.01%
32
154
$7K ﹤0.01%
65
-7
155
$7K ﹤0.01%
334
+7
156
$7K ﹤0.01%
500
157
$7K ﹤0.01%
75
158
$6K ﹤0.01%
27
159
$5K ﹤0.01%
76
+1
160
$5K ﹤0.01%
32
161
$4K ﹤0.01%
100
-100
162
$4K ﹤0.01%
20
163
$3K ﹤0.01%
253
164
$2K ﹤0.01%
14
165
$2K ﹤0.01%
100
166
$2K ﹤0.01%
300
167
– –
-11
168
– –
-27
169
– –
-6,037
170
– –
-5,271
171
– –
-11
172
– –
-18
3 4 5 6
7