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
$164M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.98M
2
+$4.38M
3
+$3.16M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.44M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$2.37M

Top Sells

1
+$3.08M
2
+$2.18M
3
+$1.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.07M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$887K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$28.6M 17.49%
169,357
+5,899
2
$20.3M 12.41%
189,443
-28,731
3
$14.9M 9.12%
214,237
-4,204
4
$13.1M 8.02%
143,198
+2,732
5
$12.1M 7.41%
222,779
+11,331
6
$8.32M 5.09%
110,651
+106,062
7
$8.06M 4.93%
71,048
+21,472
8
$7.46M 4.56%
255,470
-15,188
9
$5.77M 3.53%
106,880
-19,746
10
$4.38M 2.68%
+34,989
11
$3.94M 2.41%
118,485
+70,965
12
$3.16M 1.93%
+29,136
13
$2.98M 1.82%
26,464
-19,322
14
$2.56M 1.56%
57,056
+52,865
15
$2.28M 1.39%
+55,003
16
$1.78M 1.09%
+115,558
17
$1.77M 1.08%
+36,947
18
$1.64M 1%
19,364
-563
19
$1.5M 0.92%
60,265
-24,081
20
$1.49M 0.91%
14,001
-1,026
21
$1.44M 0.88%
18,394
-1,111
22
$1.34M 0.82%
21,035
-995
23
$1.24M 0.76%
+9,652
24
$1.21M 0.74%
21,055
+19,803
25
$1.13M 0.69%
13,577
+376
1
2 3