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IFA
Interactive Financial Advisors Portfolio holdings
AUM
$153M
1-Year Est. Return
13.94%
This Fund
S&P 500
This Quarter
Est. Return
+5.28%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$246M
AUM Growth
+$7.33M
(+3.1%)
Cap. Flow
-$7.18M
Cap. Flow
% of AUM
-2.92%
Top 10 Holdings %
Top 10 Hldgs %
48.64%
Holding
170
New
8
Increased
33
Reduced
82
Closed
1
Top Buys
| 1 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
+$6.68M |
| 2 |
Vanguard Mid-Cap Value ETF
VOE
|
+$5.85M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$5.62M |
| 4 |
SPDR Gold Trust
GLD
|
+$4.87M |
| 5 |
Meta Platforms (Facebook)
META
|
+$2.59M |
Top Sells
| 1 |
iShares S&P Small-Cap 600 Growth ETF
IJT
|
+$6.56M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.12M |
| 3 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$3.98M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$3.05M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.12M |
Sector Composition
| 1 | Communication Services | 4.67% |
| 2 | Technology | 0.74% |
| 3 | Financials | 0.62% |
| 4 | Consumer Discretionary | 0.53% |
| 5 | Utilities | 0.44% |
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