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
$186M
AUM Growth
+$3.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$4.54M
2
+$3.14M
3
+$2.83M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.66M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.21M

Top Sells

1
+$4.56M
2
+$2.95M
3
+$2.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M

Sector Composition

1 Real Estate 0.03%
2 Financials 0.01%
3 Energy 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 12.82%
114,873
-14,201
2
$19.6M 10.51%
175,675
-17,332
3
$15.4M 8.3%
126,945
+25,798
4
$13.9M 7.48%
173,098
-56,715
5
$10.9M 5.85%
105,494
-12,233
6
$10.5M 5.63%
196,801
-19,147
7
$8M 4.29%
42,272
+2,104
8
$6.61M 3.55%
119,402
-8,508
9
$6.33M 3.4%
238,144
-19,574
10
$6.28M 3.37%
45,300
-4,155
11
$5.83M 3.13%
131,208
+59,970
12
$4.59M 2.47%
42,812
+42,331
13
$3.54M 1.9%
79,256
+18,822
14
$3.06M 1.64%
36,258
+13,790
15
$3.02M 1.62%
48,658
+8,959
16
$2.99M 1.61%
147,672
+18,588
17
$2.94M 1.58%
22,506
+9,222
18
$2.86M 1.54%
43,986
+43,418
19
$2.41M 1.3%
21,242
+7,621
20
$2.17M 1.16%
19,082
-907
21
$2.09M 1.12%
30,649
-3,621
22
$2M 1.07%
26,450
-1,616
23
$1.91M 1.03%
26,379
+2,771
24
$1.72M 0.92%
45,752
+14,034
25
$1.72M 0.92%
70,435
-5,411
1
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