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
$199M
AUM Growth
-$1.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$7.72M
3
+$6.92M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.91M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$5.85M

Top Sells

1
+$7.98M
2
+$7.95M
3
+$7.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.97M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.26M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.06%
3 Financials 0.02%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.9M 9.5%
83,817
-1,880
2
$15.8M 7.98%
146,637
-860
3
$14.5M 7.29%
210,632
+209,190
4
$13.4M 6.72%
113,963
-4,924
5
$10.4M 5.22%
121,701
-93,353
6
$9.43M 4.75%
79,257
-4,291
7
$8.22M 4.14%
173,998
-2,407
8
$7.83M 3.94%
104,354
+102,904
9
$7.53M 3.79%
89,211
+69,963
10
$7.03M 3.54%
23,293
+22,929
11
$6.84M 3.44%
72,987
+9,313
12
$6.79M 3.42%
125,522
+10,894
13
$5.91M 2.98%
140,619
+10,928
14
$5.85M 2.95%
+244,854
15
$5.67M 2.85%
218,195
+3,847
16
$4.93M 2.48%
24,001
+2,426
17
$4.22M 2.13%
104,847
+42,231
18
$3.67M 1.85%
33,511
+10,110
19
$2.89M 1.46%
140,958
-63,996
20
$2.69M 1.36%
43,451
-22,197
21
$2.33M 1.17%
64,698
-12,708
22
$2.02M 1.02%
133,824
+21,137
23
$1.9M 0.96%
27,518
-5,926
24
$1.85M 0.93%
35,832
-407
25
$1.59M 0.8%
14,017
-280
1
2 3 4 5