Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Industrials portfolio offers direct exposure to companies at the heart of manufacturing, construction, transportation, and business support services within the Russell 1000® Index. Instead of buying a fund, this portfolio uses a direct indexing approach, which means you own the actual underlying stocks that make up the industrials segment of the index. These holdings span large and mid-sized businesses that serve as essential building blocks of the broader economy, producing goods and delivering critical industrial services. A disciplined, index-driven structure guides the portfolio with the goal of closely tracking the composition and performance of its benchmark.
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.
“When the Frank Russell Company updates the index composition”
“When the Frank Russell Company updates the index composition, the portfolio adjusts its holdings accordingly”
“The portfolio holds long positions in U.S. industrials equities that belong to the Russell 1000® Index”
“It rebalances on a quarterly schedule to reflect any changes in index composition”
“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.
· : 0.97 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.93 (90%: 0.87 to 1.02)
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 Industrials portfolio offers direct exposure to companies at the heart of manufacturing, construction, transportation, and business support services within the Russell 1000® Index. Instead of buying a fund, this portfolio uses a direct indexing approach, which means you own the actual underlying stocks that make up the industrials segment of the index. These holdings span large and mid-sized businesses that serve as essential building blocks of the broader economy, producing goods and delivering critical industrial services. A disciplined, index-driven structure guides the portfolio with the goal of closely tracking the composition and performance of its benchmark.
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: This portfolio is designed for investors who want dedicated exposure to the industrials sector, spanning companies involved in capital goods, manufacturing, and business support services. Index-focused investors: Well-suited for those who prefer a passive, benchmark-tracking approach that aims to mirror a recognized index rather than relying on active stock selection decisions. Transparency seekers: A strong fit for investors who value knowing exactly what they own, since each position in this portfolio is an individual stock you directly hold rather than a share in a pooled fund.
Allocation discipline: The portfolio holds long positions in U.S. industrials equities that belong to the Russell 1000® Index. It rebalances on a quarterly schedule to reflect any changes in index composition and maintain consistent sector representation across its holdings. Sell discipline: Sell decisions are driven entirely by the quarterly rebalance and reconstitution of the Russell 1000® Industrials Index. When the Frank Russell Company updates the index composition, the portfolio adjusts its holdings accordingly, removing stocks that no longer qualify and adding those that newly meet the index criteria.
Direct asset control: You own each individual stock in this portfolio rather than shares of a fund, giving you full visibility into every holding and greater control over your investments. Targeted sector access: This portfolio applies a structured indexing methodology to track the industrials segment of the Russell 1000® Index, capturing companies that span capital goods production, transportation, and essential business services. Disciplined quarterly rebalancing: Holdings are reviewed and adjusted each quarter in step with index updates, helping ensure your portfolio accurately reflects the current makeup of the industrials sector.
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) | Industrials, Large-cap, Mid-cap | 2026-10-09 |
| Rebalancing (methodology text) | 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) | A disciplined, index-driven structure guides the portfolio with the goal of closely tracking the composition and performance of its benchmark. Targeted sector access: This portfolio applies a structured indexing methodology to track the industrials segment of the Russell 1000® Index, capturing companies that span capital goods production, transportation, and essential business services. Index-focused investors: Well-suited for those who prefer a passive, benchmark-tracking approach that aims to mirror a recognized index rather than relying on active stock selection decisions. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 8.98% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -12.4% · 2019: 29.7% · 2020: 11.6% · 2021: 15.6% · 2022: -13.3% · 2023: 19.4% · 2024: 17.1% · 2025: 11.5% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 9.00% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 113.80% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -1.17% | 2026-10-16 | |
| Return, last 30 days (live account) | -1.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 9.52% | 2026-10-16 | |
| Return, last 365 days (live account) | 6.50% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 47.60% | 2026-10-09 | |
| Return, last 90 days (live account) | -4.20% | 2026-10-09 | |
| Return, year to date (live account) | 6.10% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.88 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -41.45% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -11.18% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -11.20% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.38 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.40 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 0.22 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.58 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 0.36 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.70% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 20.52% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 15.54% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 16.10% | 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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