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
$212M
AUM Growth
+$6.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$7.51M
3
+$7.47M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.37M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.29M

Top Sells

1
+$14.4M
2
+$7.79M
3
+$7.57M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 9.58%
83,633
-719
2
$19.1M 8.99%
206,122
+81,040
3
$16.5M 7.77%
150,835
+2,482
4
$13.9M 6.56%
62,767
+33,651
5
$13.4M 6.29%
110,855
+2,572
6
$9.36M 4.4%
79,286
+48,788
7
$9.16M 4.31%
77,042
-1,201
8
$9.03M 4.25%
174,748
-2,073
9
$8.31M 3.91%
66,783
+65,637
10
$6.88M 3.24%
168,398
+156,092
11
$6.61M 3.11%
120,468
+2,382
12
$6.48M 3.05%
56,700
+55,028
13
$6.33M 2.98%
136,397
-6,174
14
$5.71M 2.69%
57,742
-1,567
15
$5.5M 2.59%
+101,251
16
$4.63M 2.18%
101,574
-22,412
17
$4.53M 2.13%
36,168
+35,979
18
$4.11M 1.93%
63,082
+11,619
19
$3.75M 1.77%
182,004
+22,212
20
$2.68M 1.26%
84,578
-8,680
21
$2.4M 1.13%
152,619
+17,195
22
$2.12M 1%
26,766
+1,935
23
$2.03M 0.95%
36,893
+1,580
24
$1.62M 0.76%
19,149
-74,320
25
$1.51M 0.71%
61,351
+46
1
2 3 4 5