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
$113M
AUM Growth
-$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.98M
2
+$291K
3
+$261K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$258K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$123K

Top Sells

1
+$8.57M
2
+$7.63M
3
+$7.19M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.68M
5
GLD icon
SPDR Gold Trust
GLD
+$5.79M

Sector Composition

1 Utilities 0.79%
2 Financials 0.34%
3 Industrials 0.27%
4 Energy 0.11%
5 Healthcare 0.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.2M 14.29%
140,339
+2,235
2
$15.6M 13.77%
60,378
-5,083
3
$10.3M 9.12%
99,872
-82,927
4
$8.4M 7.42%
68,055
-58,241
5
$6.63M 5.85%
40,184
+18,073
6
$6.58M 5.81%
184,367
-19
7
$5.96M 5.26%
72,701
-615
8
$5.6M 4.94%
99,507
+4,642
9
$5.29M 4.67%
20,540
-25,910
10
$4.2M 3.71%
76,543
-12,485
11
$3.02M 2.67%
42,044
-7,038
12
$2.73M 2.41%
145,813
+4,751
13
$1.84M 1.62%
15,518
+369
14
$1.63M 1.44%
29,354
+5,249
15
$1.59M 1.4%
17,929
-13,412
16
$1.33M 1.18%
15,364
+1,421
17
$1.17M 1.04%
24,591
-623
18
$1.07M 0.94%
8,013
+720
19
$1M 0.89%
40,806
+1,138
20
$986K 0.87%
18,098
-192
21
$973K 0.86%
13,750
-1,004
22
$879K 0.78%
24,894
+2,664
23
$805K 0.71%
6,828
+35
24
$584K 0.52%
7,872
-1
25
$560K 0.49%
3,339
-63
1
2 3 4 5