Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Health Care portfolio tracks the Russell 1000® Health Care Index through a direct indexing approach, meaning you hold individual stocks rather than shares in a fund. The portfolio covers a broad cross-section of the U.S. healthcare industry, from pharmaceuticals and medical devices to health services and related fields, across both large-cap and mid-cap companies. Its systematic, index-driven structure rebalances quarterly, providing a straightforward way to participate in one of the economy's most essential sectors without relying on active management decisions.
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.
“Positions are rebalanced on a quarterly schedule”
“max 30% per sector”
“holds long positions in U.S. healthcare equities selected from the Russell 1000® Index”
“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.
· : 0.99 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.29 (90%: 0.08 to 0.51)
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 Health Care portfolio tracks the Russell 1000® Health Care Index through a direct indexing approach, meaning you hold individual stocks rather than shares in a fund. The portfolio covers a broad cross-section of the U.S. healthcare industry, from pharmaceuticals and medical devices to health services and related fields, across both large-cap and mid-cap companies. Its systematic, index-driven structure rebalances quarterly, providing a straightforward way to participate in one of the economy's most essential sectors without relying on active management decisions.
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: If you believe in the long-term importance of healthcare and want dedicated exposure to the industry, this portfolio delivers that focus in a single, diversified allocation rather than requiring you to research and select individual names. Index-focused investors: This portfolio suits those who favor a passive, rules-based strategy over active stock picking. It mirrors the Russell 1000® Health Care Index through a disciplined, repeatable process. Transparency seekers: Owning each stock individually rather than through a fund means you always know precisely what is in your portfolio, making this a strong fit for investors who prioritize clear visibility into their holdings.
Allocation discipline: The portfolio holds long positions in U.S. healthcare equities selected from the Russell 1000® Index, covering companies that range from established industry leaders to growing mid-sized firms. Positions are rebalanced on a quarterly schedule to keep allocations closely aligned with the current composition of the reference index. Sell discipline: Sell decisions follow a systematic process tied to the quarterly rebalance and reconstitution of the Russell 1000® Health Care Index. When the index removes a stock or adjusts its weighting during reconstitution, the portfolio adjusts accordingly. This disciplined approach maintains alignment with the benchmark without subjective judgment.
Direct asset control: Because this portfolio uses direct indexing, every healthcare holding sits in your account individually. You can see exactly what you own at all times, with no fund wrapper standing between you and your investments. Targeted sector access: The portfolio concentrates exclusively on healthcare companies within the Russell 1000® Index, spanning areas such as drug development, medical technology, and care delivery across a range of company sizes. Systematic precision: A predefined process tied to the Russell 1000® Health Care Index governs all portfolio changes. Quarterly rebalancing keeps your holdings tightly aligned to the benchmark, so you always know the methodology driving your investment.
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 | |
| Curated collections (Interactive Advisors) | Sector portfolios | 2026-10-09 | |
| ESG / responsible flag | No | 2026-10-09 | |
| Smart beta flag | No | 2026-10-09 | |
| Theme keywords (Interactive Advisors) | Healthcare, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | rebalances quarterly; rebalanced 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) | The Russell 1000 Health Care portfolio tracks the Russell 1000® Health Care Index through a direct indexing approach, meaning you hold individual stocks rather than shares in a fund. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 9.96% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: 6.2% · 2019: 20.5% · 2020: 16.2% · 2021: 22.5% · 2022: -4.2% · 2023: 1.9% · 2024: 2.6% · 2025: 12.2% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 9.60% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 125.40% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -0.05% | 2026-10-16 | |
| Return, last 30 days (live account) | 2.30% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 24.12% | 2026-10-16 | |
| Return, last 365 days (live account) | 18.80% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 36.40% | 2026-10-09 | |
| Return, last 90 days (live account) | 6.40% | 2026-10-09 | |
| Return, year to date (live account) | 11.20% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.98 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -27.84% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -10.82% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -10.80% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.47 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 1.18 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.94 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.94 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.83 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.60% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 17.05% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 15.60% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 15.70% | 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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