Explore our portfolios
We provide low-cost access to well-diversified portfolios using data from leading providers and a curated selection by investment managers with a mandate to pursue enhanced returns.
You can browse our portfolios by categories, or view a full list of all portfolios below. Here we highlight the 365-day performance. To see the performance over other time periods, click through to see the portfolio details and select the time period you are interested in on the performance chart.
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Portfolio name
Managers on our platform may run one or more portfolio(s) that employ different strategies.
Risk
Interactive Advisors reviews each portfolio and assigns it a risk score. Clients can only invest in portfolios that have a risk score less than or equal to their own risk score. More information here.
Performance
Performance of the Portfolio Manager's account is calculated on a daily time-weighted basis. To see the performance over other time periods, click through to see the portfolio details. More information here.
Sharpe ratio
The Sharpe ratio combines the time weighted returns and volatility to provide a risk-adjusted measure of portfolio performance. More information here.
Min invest
A majority of our portfolios have an investment minimum as low as $100.
Fee
An asset-based management fee of 0.10% to 0.75% per year is charged on the investments that are made in your account. More information here.
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Portfolio name
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Risk
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Performance
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Telecom
FTSE Russell
Performance
arrow_upward
25.7%
365 days
Sharpe ratio
1.41
Min invest
$100
Fee
0.20%
Tactical Adaptive
Stoken Asset Management
Performance
arrow_upward
11.9%
365 days
Sharpe ratio
1.06
Min invest
$500
Fee
0.75%
Financial Services
FTSE Russell
Performance
arrow_upward
20.1%
365 days
Sharpe ratio
0.84
Min invest
$100
Fee
0.20%
Utilities
FTSE Russell
Performance
arrow_upward
15.7%
365 days
Sharpe ratio
0.81
Min invest
$100
Fee
0.20%
Consumer Discretionary
FTSE Russell
Performance
arrow_upward
21.6%
365 days
Sharpe ratio
0.80
Min invest
$100
Fee
0.20%
Small Cap Growth
Crabtree Asset Management
Performance
arrow_upward
17.8%
365 days
Sharpe ratio
0.56
Min invest
$1,000
Fee
0.75%
Concentrated GARP
Y H & C Investments
Performance
arrow_upward
20.1%
365 days
Sharpe ratio
0.51
Min invest
$10,000
Fee
0.75%
Long Term GARP
Y H & C Investments
Performance
arrow_upward
11.5%
365 days
Sharpe ratio
0.43
Min invest
$10,000
Fee
0.75%
Fundamental Growth
Sparrow Capital Management
Performance
arrow_upward
14.1%
365 days
Sharpe ratio
0.41
Min invest
$500
Fee
0.75%
Mindful Business Models
IA SRI
Performance
arrow_upward
10.4%
365 days
Sharpe ratio
0.41
Min invest
$100
Fee
0.20%
Unconstrained
Sparrow Capital Management
Performance
arrow_upward
11.7%
365 days
Sharpe ratio
0.40
Min invest
$500
Fee
0.75%
Top 200
FTSE Russell
Performance
arrow_upward
11.3%
365 days
Sharpe ratio
0.38
Min invest
$100
Fee
0.20%
Industrials
FTSE Russell
Performance
arrow_upward
10.6%
365 days
Sharpe ratio
0.38
Min invest
$100
Fee
0.20%
Global
Elite Wealth Management
Performance
arrow_upward
15.4%
365 days
Sharpe ratio
0.38
Min invest
$50,000
Fee
0.75%
Moderate
State Street Global Advisors
Performance
arrow_upward
7.8%
365 days
Sharpe ratio
0.37
Min invest
$100
Fee
0.10%
Thematic Growth
Mott Capital Management, LLC
Performance
arrow_upward
9.1%
365 days
Sharpe ratio
0.36
Min invest
$500
Fee
0.75%
Real Estate
FTSE Russell
Performance
arrow_upward
8.2%
365 days
Sharpe ratio
0.35
Min invest
$100
Fee
0.20%
Growth
State Street Global Advisors
Performance
arrow_upward
8.9%
365 days
Sharpe ratio
0.34
Min invest
$100
Fee
0.10%
Adaptive Asset Allocation
Sizemore Capital
Performance
arrow_upward
6.7%
365 days
Sharpe ratio
0.33
Min invest
$5,000
Fee
0.75%
Growth
IA Smart Beta
Performance
arrow_upward
10.0%
365 days
Sharpe ratio
0.32
Min invest
$100
Fee
0.20%
Global Defensive Equity
Atlas Capital
Performance
arrow_upward
8.8%
365 days
Sharpe ratio
0.31
Min invest
$20,000
Fee
0.75%
Global Balanced Fund
Atlas Capital
Performance
arrow_upward
7.1%
365 days
Sharpe ratio
0.30
Min invest
$20,000
Fee
0.75%
Equity Rotation
Split Rock
Performance
arrow_upward
9.9%
365 days
Sharpe ratio
0.29
Min invest
$500
Fee
0.75%
Customer Safety
IA SRI
Performance
arrow_upward
8.3%
365 days
Sharpe ratio
0.29
Min invest
$100
Fee
0.20%
Small Cap Growth
IA Smart Beta
Performance
arrow_upward
8.6%
365 days
Sharpe ratio
0.27
Min invest
$100
Fee
0.20%
Technology
FTSE Russell
Performance
arrow_upward
11.9%
365 days
Sharpe ratio
0.25
Min invest
$100
Fee
0.20%
Consumer Staples
FTSE Russell
Performance
arrow_upward
6.2%
365 days
Sharpe ratio
0.25
Min invest
$100
Fee
0.20%
Broad Market
IA Smart Beta
Performance
arrow_upward
7.3%
365 days
Sharpe ratio
0.21
Min invest
$100
Fee
0.20%
Moderately Aggressive
WisdomTree
Performance
arrow_upward
5.8%
365 days
Sharpe ratio
0.18
Min invest
$100
Fee
0.10%
Dividend Growth
Sizemore Capital
Performance
arrow_upward
4.2%
365 days
Sharpe ratio
0.12
Min invest
$5,000
Fee
0.75%
Long Term Value
Lakeland Wealth Management
Performance
arrow_upward
6.5%
365 days
Sharpe ratio
0.09
Min invest
$500
Fee
0.50%
Gender Equality
IA SRI
Performance
arrow_upward
4.4%
365 days
Sharpe ratio
0.09
Min invest
$100
Fee
0.20%
Moderate
WisdomTree
Performance
arrow_upward
4.7%
365 days
Sharpe ratio
0.08
Min invest
$100
Fee
0.10%
Aggressive
WisdomTree
Performance
arrow_upward
4.7%
365 days
Sharpe ratio
0.07
Min invest
$100
Fee
0.10%
Ethical Leadership
IA SRI
Performance
arrow_upward
4.1%
365 days
Sharpe ratio
0.06
Min invest
$100
Fee
0.20%
Small Cap Quality
IA Smart Beta
Performance
arrow_upward
3.6%
365 days
Sharpe ratio
0.04
Min invest
$100
Fee
0.20%
Russell 3000 Dividend Growth
FTSE Russell
Performance
arrow_upward
2.8%
365 days
Sharpe ratio
0.01
Min invest
$100
Fee
0.20%
Clean Air
IA SRI
Performance
arrow_upward
3.1%
365 days
Sharpe ratio
0.00
Min invest
$100
Fee
0.20%
Russell 1000 Dividend Growth
FTSE Russell
Performance
arrow_upward
2.8%
365 days
Sharpe ratio
0.00
Min invest
$100
Fee
0.20%
ESG Growth
IA SRI
Performance
arrow_upward
2.7%
365 days
Sharpe ratio
-0.01
Min invest
$100
Fee
0.20%
Company Transparency
IA SRI
Performance
arrow_upward
3.1%
365 days
Sharpe ratio
-0.01
Min invest
$100
Fee
0.20%
Technology
Crabtree Asset Management
Performance
arrow_upward
2.5%
365 days
Sharpe ratio
-0.04
Min invest
$30,000
Fee
0.75%
Conservative
WisdomTree
Performance
arrow_upward
3.7%
365 days
Sharpe ratio
-0.06
Min invest
$100
Fee
0.10%
LGBTQ Inclusion
IA SRI
Performance
arrow_upward
1.1%
365 days
Sharpe ratio
-0.09
Min invest
$100
Fee
0.20%
Racial Equality
IA SRI
Performance
arrow_upward
1.2%
365 days
Sharpe ratio
-0.10
Min invest
$100
Fee
0.20%
Quality
IA Smart Beta
Performance
arrow_upward
1.0%
365 days
Sharpe ratio
-0.12
Min invest
$100
Fee
0.20%
Fair Labor & Thriving Communities
IA SRI
Performance
arrow_upward
1.0%
365 days
Sharpe ratio
-0.12
Min invest
$100
Fee
0.20%
ESG Broad Market
IA SRI
Performance
arrow_upward
0.4%
365 days
Sharpe ratio
-0.13
Min invest
$100
Fee
0.20%
Sustainable Product Lifecycle
IA SRI
Performance
arrow_downward
-0.5%
365 days
Sharpe ratio
-0.16
Min invest
$100
Fee
0.20%
Land Health
IA SRI
Performance
arrow_downward
-0.3%
365 days
Sharpe ratio
-0.18
Min invest
$100
Fee
0.20%
Small Cap Broad Market
IA Smart Beta
Performance
arrow_downward
-2.0%
365 days
Sharpe ratio
-0.20
Min invest
$100
Fee
0.20%
Small Cap Value
IA Smart Beta
Performance
arrow_downward
-2.6%
365 days
Sharpe ratio
-0.22
Min invest
$100
Fee
0.20%
Small Cap Dividend
IA Smart Beta
Performance
arrow_downward
-2.2%
365 days
Sharpe ratio
-0.22
Min invest
$100
Fee
0.20%
Net Payout Yields
Stone Fox Capital
Performance
arrow_downward
-1.3%
365 days
Sharpe ratio
-0.23
Min invest
$1,000
Fee
0.75%
Pure Water
IA SRI
Performance
arrow_downward
-1.0%
365 days
Sharpe ratio
-0.23
Min invest
$100
Fee
0.20%
ESG Quality
IA SRI
Performance
arrow_downward
-3.2%
365 days
Sharpe ratio
-0.29
Min invest
$100
Fee
0.20%
Ocean Life
IA SRI
Performance
arrow_downward
-2.7%
365 days
Sharpe ratio
-0.33
Min invest
$100
Fee
0.20%
Dividend
IA Smart Beta
Performance
arrow_downward
-3.4%
365 days
Sharpe ratio
-0.35
Min invest
$100
Fee
0.20%
Value
IA Smart Beta
Performance
arrow_downward
-4.6%
365 days
Sharpe ratio
-0.37
Min invest
$100
Fee
0.20%
US Equity All Cap Undervalued
Greenwich Wealth Management LLC
Performance
arrow_downward
-6.3%
365 days
Sharpe ratio
-0.40
Min invest
$20,000
Fee
0.75%
ESG Dividend
IA SRI
Performance
arrow_downward
-6.3%
365 days
Sharpe ratio
-0.46
Min invest
$100
Fee
0.20%
Basic Materials
FTSE Russell
Performance
arrow_downward
-5.3%
365 days
Sharpe ratio
-0.46
Min invest
$100
Fee
0.20%
Energy
FTSE Russell
Performance
arrow_downward
-8.4%
365 days
Sharpe ratio
-0.49
Min invest
$100
Fee
0.20%
ESG Value
IA SRI
Performance
arrow_downward
-10.2%
365 days
Sharpe ratio
-0.55
Min invest
$100
Fee
0.20%
Freedland Healthcare
Sparrow Capital Management
Performance
arrow_downward
-6.0%
365 days
Sharpe ratio
-0.63
Min invest
$500
Fee
0.75%
Health Care
FTSE Russell
Performance
arrow_downward
-10.6%
365 days
Sharpe ratio
-0.88
Min invest
$100
Fee
0.20%
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