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
$182M
AUM Growth
+$6.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$2.95M
3
+$2.14M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.94M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M

Top Sells

1
+$3.72M
2
+$1.8M
3
+$1.64M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$955K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$930K

Sector Composition

1 Energy 0.01%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.7M 14.64%
129,074
-17,995
2
$21.3M 11.66%
193,007
-8,443
3
$18.7M 10.23%
229,813
+17,668
4
$12.1M 6.62%
101,147
+16,215
5
$12M 6.56%
117,727
-9,389
6
$11M 6.04%
215,948
+4,324
7
$7.57M 4.15%
40,168
+17,464
8
$7.13M 3.91%
257,718
-1,880
9
$6.99M 3.83%
127,910
-356
10
$6.68M 3.67%
49,455
+15,816
11
$3.37M 1.85%
34,313
-8,397
12
$2.96M 1.63%
71,238
+70,844
13
$2.6M 1.43%
60,434
+2,443
14
$2.51M 1.38%
129,084
-3,142
15
$2.36M 1.29%
34,270
-3,103
16
$2.34M 1.28%
39,699
-4,422
17
$2.24M 1.23%
19,989
-1,205
18
$2.11M 1.16%
28,066
-11,612
19
$1.98M 1.08%
17,904
+15,567
20
$1.84M 1.01%
75,846
-4,745
21
$1.82M 1%
22,468
+19,188
22
$1.67M 0.92%
13,284
+9,465
23
$1.61M 0.89%
23,608
-2,613
24
$1.55M 0.85%
13,621
+2,220
25
$1.52M 0.83%
17,969
-984
1
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