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
$211M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$7.62M
3
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.32M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M

Top Sells

1
+$8.98M
2
+$8.06M
3
+$7.46M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.08M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.01M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.9M 9.41%
72,836
-1,660
2
$18.5M 8.77%
196,210
+195,666
3
$14.6M 6.9%
137,206
-3,791
4
$12.8M 6.03%
111,306
-11,477
5
$11.7M 5.54%
115,203
-2,073
6
$10.1M 4.76%
84,767
+44,838
7
$9.29M 4.4%
70,460
-1,392
8
$8.31M 3.93%
161,953
-704
9
$7.99M 3.78%
95,689
+7,678
10
$7.68M 3.63%
21,625
+21,478
11
$7.38M 3.49%
88,467
+72,708
12
$7.11M 3.36%
75,037
-52,874
13
$6.34M 3%
162,105
-6,922
14
$5.23M 2.47%
95,532
-2,683
15
$4.7M 2.22%
88,548
-32,062
16
$4.66M 2.2%
38,251
+38,155
17
$3.94M 1.86%
40,974
+10,140
18
$3.85M 1.82%
81,565
+10,513
19
$3.79M 1.79%
9,695
+5,085
20
$3.21M 1.52%
153,718
-4,612
21
$3.14M 1.49%
49,861
-2,642
22
$2.79M 1.32%
184,406
-6,990
23
$2.62M 1.24%
10,480
-2,372
24
$2.35M 1.11%
63,856
-16,366
25
$2.34M 1.11%
28,016
+368
1
2 3 4 5