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
$209M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$7.41M
3
+$6.72M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.64M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.46M

Top Sells

1
+$14.9M
2
+$8.65M
3
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.39M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.65M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.8M 9.44%
74,496
-8,957
2
$15.1M 7.22%
140,997
-16,296
3
$14.4M 6.88%
122,783
+7,294
4
$12.6M 6.01%
127,911
+75,348
5
$11.9M 5.66%
117,276
-12,151
6
$11.5M 5.48%
305,636
+302,276
7
$9.46M 4.52%
201,405
-120,301
8
$8.87M 4.24%
162,657
-15,197
9
$8.76M 4.18%
71,852
-6,280
10
$7.53M 3.6%
28,631
+25,237
11
$6.78M 3.24%
88,011
+87,272
12
$6.76M 3.23%
169,027
+2,871
13
$6.47M 3.09%
120,610
-7,242
14
$6.46M 3.08%
+284,611
15
$5.38M 2.57%
98,215
-8,505
16
$5.02M 2.4%
39,929
+11,552
17
$3.53M 1.69%
71,052
-299,695
18
$3.11M 1.49%
12,852
-13,688
19
$3.05M 1.46%
30,834
+8,044
20
$3.03M 1.45%
158,330
-46,598
21
$3.03M 1.45%
52,503
-9,920
22
$2.95M 1.41%
191,396
+52,686
23
$2.65M 1.27%
80,222
-14,932
24
$2.25M 1.07%
27,648
-100
25
$1.84M 0.88%
35,004
-1,973
1
2 3 4 5