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
$193M
AUM Growth
-$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$9.24M
3
+$7.58M
4
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.24M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.07M

Top Sells

1
+$8.77M
2
+$7.81M
3
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.27M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.4M 12.64%
249,057
+137,012
2
$17.3M 8.97%
68,778
-2,057
3
$14.4M 7.45%
135,043
-2,673
4
$13.2M 6.86%
117,406
-349
5
$11.3M 5.85%
130,409
+87,570
6
$9.58M 4.97%
38,348
+36,975
7
$7.57M 3.92%
167,472
+3,387
8
$7.46M 3.87%
69,411
+648
9
$7.35M 3.81%
87,944
+72,544
10
$6.77M 3.51%
71,374
+7,520
11
$6.59M 3.41%
49,331
+46,725
12
$6.38M 3.3%
79,054
-108,674
13
$5.7M 2.95%
76,435
-5,086
14
$5.02M 2.6%
92,486
-2,848
15
$4.88M 2.53%
40,201
+40,138
16
$4.78M 2.48%
91,229
+2,223
17
$4.11M 2.13%
33,882
+2,763
18
$3.86M 2%
44,682
+1,420
19
$2.75M 1.43%
189,627
+42,921
20
$2.56M 1.33%
61,046
-8,708
21
$2.36M 1.22%
122,586
-28,872
22
$2.23M 1.16%
35,754
-13,017
23
$2.01M 1.04%
8,763
-8,819
24
$1.57M 0.82%
57,950
-9,462
25
$1.51M 0.78%
13,166
+484
1
2 3 4 5