Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Financial Services portfolio gives you direct ownership of individual stocks across the financial services sector within the Russell 1000® Index. Instead of buying a fund, you hold shares of companies in banking, insurance, and investment management, providing clear visibility into every position. These large- and mid-cap holdings represent essential building blocks of the U.S. financial system. Built on a structured process designed by FTSE Russell, this portfolio offers a straightforward way to gain focused exposure to one of the most important corners of the American economy.
Description from Interactive Advisors
of the return and risk figures:as the source publishes them
What $10,000 would have become, from the strategy's own published history, against the S&P 500 over the same dates. The basis is labelled.
Each rule is quoted word for word from the strategy's own documents.
“based on updated data provided by the Frank Russell Company under a licensing agreement”
“When a stock is removed from the index or its weighting shifts, the portfolio adjusts accordingly”
“The portfolio holds long positions in U.S. financial services equities drawn from the Russell 1000® Index”
“It rebalances on a quarterly schedule to maintain close alignment with the reference index”
“max 30% per sector”
“Dividend Growth versions equal-weighted”
No published holdings for this strategy.
Fitted to 252 returns (live) from 2025-10-30 to 2026-10-16. An estimate, not holdings: it can't name stocks.
· : 0.96 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.60 (90%: 0.45 to 0.77)
Compares the stated rules with the holdings (or, where none are published, a mix estimated from returns), using tests fixed before any results were seen.
No holdings on file, so nothing to test.
Strategies that share its Thematic label, from other sources first, strongest risk-adjusted return first.
Composer Technologies · Composer
How much of what we look for this strategy has, and why anything is missing. Fields that don't apply to it aren't counted.
2 missing
Rebalance schedule taken from a stated rule.
The text the rules are quoted from, with where it came from.
Tracks the reference index; Dividend Growth versions equal-weighted with max 30% per sector
0.20% annual; IA remits half to FTSE International Limited / Frank Russell Company
The Russell 1000 Financial Services portfolio gives you direct ownership of individual stocks across the financial services sector within the Russell 1000® Index. Instead of buying a fund, you hold shares of companies in banking, insurance, and investment management, providing clear visibility into every position. These large- and mid-cap holdings represent essential building blocks of the U.S. financial system. Built on a structured process designed by FTSE Russell, this portfolio offers a straightforward way to gain focused exposure to one of the most important corners of the American economy.
The Interactive Advisors FTSE Russell Index Tracking Portfolios are designed to follow certain predefined rules so that the portfolio can track a specified basket of underlying investments, which corresponds to the reference index. These portfolios aim to track the performance of the underlying basket (index), and typically represent a form of passive investing. Interactive Advisors constructs and manages these portfolios based on data provided pursuant to licensing agreements with FTSE International Limited ("FTSE") and the Frank Russell Company ("Russell"). The goal of these portfolios is to allow investors to track the performance of certain specified portions of the US Stock market as represented by the reference index.
Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value.
Sector enthusiasts: Built for investors who want concentrated exposure to the financial services industry, spanning large-cap and mid-cap companies across banking, insurance, and related fields. Index-focused investors: Well-suited for those who prefer a passive, disciplined approach that aims to mirror a recognized benchmark rather than relying on active stock selection. Transparency-minded investors: Ideal for those who value knowing exactly what they own. Because you hold individual stocks rather than fund shares, you can see every position in your portfolio at any time.
Allocation discipline: The portfolio holds long positions in U.S. financial services equities drawn from the Russell 1000® Index. It rebalances on a quarterly schedule to maintain close alignment with the reference index, helping ensure the portfolio accurately reflects the composition and weighting of the financial services sector. Sell discipline: Sell decisions follow a rules-based process tied directly to the quarterly rebalance and reconstitution of the Russell 1000® Financial Services Index. When a stock is removed from the index or its weighting shifts, the portfolio adjusts accordingly based on updated data provided by the Frank Russell Company under a licensing agreement.
Direct asset control: You own each stock in this portfolio individually rather than through a fund. This structure lets you see exactly what you hold and gives you more control over your investments. Targeted sector access: This portfolio concentrates on financial services companies across multiple disciplines, from banking and insurance to asset management, offering focused participation in a cornerstone of the U.S. economy. Systematic precision: A structured methodology tied to the Russell 1000® Financial Services Index guides every decision. The portfolio rebalances quarterly to stay aligned with its reference benchmark, removing guesswork from the process.
Every value on file, each labelled with its calculation basis and as-of date.
| Asset classes / instruments | equities | 2026-10-09 | |
| Composition (ETFs / Stocks / Mixed) | STOCKS | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Financial services, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly; rebalances on a quarterly | 2026-10-09 |
| Management / advisory fee | 0.20% | 2026-10-09 | |
| Minimum investment | $100 | 2026-10-09 |
| Metrics calculated through | 2026-10-09 | 2026-10-09 |
| Program in the firm's Form ADV brochure | url: https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1024287 · name: Interactive Advisors Russell Sector Index Trackers · covers: 14 · source_key: interactive_advisors|6 · original_name: Index Tracking Portfolios (14): Russell 1000 Real Estate, Consumer Discretionary, Consumer Staples, Dividend Growth, Energy, Financial Services, Health Care, Basic Materials, Industrials, Technology, Utilities, Telecommunications Managed Portfolios; Russell 3000 Dividend Growth Managed Portfolio; Russell Top 200 Managed Portfolio |
| Benchmark (methodology text) | Respective Russell reference index |
| Annualized return since inception (Lighthorse, daily, live) | 12.07% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -8.4% · 2019: 32.8% · 2020: 6.5% · 2021: 35.1% · 2022: -11.2% · 2023: 14.6% · 2024: 30.0% · 2025: 17.8% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 12.00% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 172.00% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.74% | 2026-10-16 | |
| Return, last 30 days (live account) | -5.30% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 8.00% | 2026-10-16 | |
| Return, last 365 days (live account) | 3.90% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 58.60% | 2026-10-09 | |
| Return, last 90 days (live account) | -3.20% | 2026-10-09 | |
| Return, year to date (live account) | 0.20% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.95 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -41.90% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -13.57% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -13.60% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.50 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.34 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.01 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.48 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -0.02 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.40% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 21.50% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.75% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.50% | 2026-10-09 |
| Risk label (Interactive Advisors) | Growth plus | 2026-10-09 | |
| Risk score 1-5 (Interactive Advisors) | 3 | 2026-10-09 | |
| Risk score description | Capital growth plus with a more complex portfolio or higher risk profile than broad equity markets. Investing in equities and concentrated portfolios and prepared to accept fluctuation in portfolio value. | 2026-10-09 |
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Composer Technologies · Composer
