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
$185M
AUM Growth
-$967K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$4.84M
3
+$3.86M
4
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.54M
5
RWX icon
SPDR Dow Jones International Real Estate ETF
RWX
+$3.49M

Top Sells

1
+$4.5M
2
+$3.84M
3
+$3.79M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.56M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.55M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.2M 11.47%
102,505
-12,368
2
$17.5M 9.45%
161,019
-14,656
3
$12.4M 6.71%
158,218
-14,880
4
$10.8M 5.85%
93,739
-33,206
5
$10.3M 5.54%
156,802
+112,816
6
$9.91M 5.35%
214,924
+83,716
7
$9.62M 5.19%
94,302
-11,192
8
$9.36M 5.05%
70,404
+25,104
9
$9.22M 4.98%
176,279
-20,522
10
$6.12M 3.3%
112,384
-7,018
11
$5.73M 3.09%
220,162
-17,982
12
$4.91M 2.65%
54,222
+53,489
13
$4.2M 2.26%
22,221
-20,051
14
$3.66M 1.97%
41,179
+39,909
15
$3.54M 1.91%
80,153
+897
16
$3.49M 1.88%
+83,301
17
$3.05M 1.65%
29,359
+18,053
18
$2.91M 1.57%
25,886
+4,644
19
$2.72M 1.47%
74,961
+29,209
20
$2.52M 1.36%
138,930
-8,742
21
$2.49M 1.34%
33,440
+7,061
22
$2.37M 1.28%
42,376
-6,282
23
$2.08M 1.12%
18,587
-495
24
$1.89M 1.02%
28,080
-2,569
25
$1.77M 0.96%
117,762
+25,067
1
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