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
151
$11.8K 0.01%
48
152
$11.6K 0.01%
281
-138
153
$11.1K 0.01%
200
154
$8.22K ﹤0.01%
500
155
$8.19K ﹤0.01%
346
+12
156
$7.72K ﹤0.01%
75
157
$7.14K ﹤0.01%
312
-12
158
$6.82K ﹤0.01%
32
159
$6.78K ﹤0.01%
65
160
$6.43K ﹤0.01%
30
-2
161
$6.06K ﹤0.01%
77
+1
162
$5.62K ﹤0.01%
27
163
$5.15K ﹤0.01%
20
164
$4.57K ﹤0.01%
100
165
$2.79K ﹤0.01%
100
166
$2.42K ﹤0.01%
300
167
$2.06K ﹤0.01%
13
-1
168
– –
-253
169
– –
-391
3 4 5 6
7