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
$220M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$5.22M
3
+$4.86M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.6M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.47M

Top Sells

1
+$11M
2
+$4.74M
3
+$3.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.51M
5
BABA icon
Alibaba
BABA
+$1.74M

Sector Composition

1 Technology 2.55%
2 Communication Services 2.01%
3 Consumer Discretionary 0.98%
4 Financials 0.57%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.7M 8.96%
52,484
-3,510
2
$15.5M 7.06%
131,341
-1,510
3
$14.9M 6.76%
107,513
-25,415
4
$13.9M 6.31%
134,719
+33,653
5
$13.2M 6%
93,422
-4,870
6
$10.7M 4.86%
213,051
+33,091
7
$9.49M 4.32%
72,026
-4,346
8
$8.57M 3.9%
181,490
-5,839
9
$6.83M 3.11%
35,107
+34,504
10
$6.63M 3.02%
17,742
+3,185
11
$5.55M 2.52%
94,714
-989
12
$5.42M 2.46%
87,637
-1,769
13
$5.22M 2.38%
+39,342
14
$4.86M 2.21%
+152,415
15
$4.81M 2.19%
38,612
+5,364
16
$4.8M 2.18%
41,411
+39,726
17
$3.85M 1.75%
21,581
-21,325
18
$3.67M 1.67%
77,769
-9,044
19
$3.4M 1.55%
30,020
+1,619
20
$3.35M 1.53%
9,763
-1,408
21
$3M 1.36%
51,378
+5,616
22
$2.9M 1.32%
152,676
+8,858
23
$2.73M 1.24%
15,506
-86
24
$2.45M 1.11%
36,062
-4,298
25
$2.27M 1.03%
23,933
-2,531
1
2 3 4 5