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
$190M
AUM Growth
+$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$8.45M
2
+$5.55M
3
+$4.91M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$4.71M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.53M

Top Sells

1
+$5.71M
2
+$4.56M
3
+$731K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$569K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$416K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 9.89%
225,463
+101,548
2
$18.6M 9.78%
88,217
-2,703
3
$16.4M 8.66%
145,996
+273
4
$15.2M 8%
123,789
+4,144
5
$10.6M 5.56%
54,939
+17,005
6
$8.37M 4.41%
86,040
-1,996
7
$7.55M 3.98%
175,795
+1,674
8
$7.39M 3.89%
58,443
+741
9
$6.46M 3.4%
116,112
+25,184
10
$6.11M 3.22%
213,724
-2,132
11
$5.55M 2.92%
+86,694
12
$5.25M 2.77%
53,400
+5,914
13
$5.12M 2.7%
44,483
+39,306
14
$4.91M 2.58%
+119,512
15
$4.71M 2.48%
+17,297
16
$4.62M 2.43%
33,241
+1,225
17
$3.11M 1.64%
143,254
+2,254
18
$3.08M 1.62%
79,125
+4,593
19
$2.94M 1.55%
43,620
-1,957
20
$2.6M 1.37%
36,228
-5,732
21
$2.07M 1.09%
116,039
-40,937
22
$1.94M 1.02%
35,174
+5,255
23
$1.93M 1.02%
58,147
+831
24
$1.69M 0.89%
14,440
-369
25
$1.51M 0.8%
17,755
+1,390
1
2 3 4