Interactive Advisors · investment strategy
by Interactive Advisors
The Russell 1000 Real Estate portfolio gives you direct ownership of U.S. property-focused companies selected from the Russell 1000® Index. Rather than buying a fund, you hold the actual stocks that make up the real estate segment of the benchmark, an approach known as direct indexing. This structure covers both large- and mid-cap companies spanning property ownership, development, and management, providing broad access to the domestic real estate sector. A systematic process guides how the portfolio is built and maintained to closely reflect the reference index.
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 data provided by the Frank Russell Company under a licensing agreement”
“When a stock is removed from the index or its weighting changes during reconstitution, the portfolio adjusts accordingly”
“The portfolio holds long positions in U.S. real estate equities from the Russell 1000® Index”
“Allocations are reviewed and adjusted quarterly to stay aligned 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.
· : 0.97 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 0.28 (90%: 0.07 to 0.46)
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 Real Estate portfolio gives you direct ownership of U.S. property-focused companies selected from the Russell 1000® Index. Rather than buying a fund, you hold the actual stocks that make up the real estate segment of the benchmark, an approach known as direct indexing. This structure covers both large- and mid-cap companies spanning property ownership, development, and management, providing broad access to the domestic real estate sector. A systematic process guides how the portfolio is built and maintained to closely reflect the reference index.
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 dedicated exposure to the U.S. real estate market through established, publicly traded companies rather than purchasing physical property. Index-focused investors: Ideal for those who prefer a passive, systematic approach that tracks a recognized benchmark, delivering predictable methodology and consistent sector alignment. Portfolio builders: A strong fit for investors looking to add targeted real estate allocation alongside other holdings. Owning individual stocks rather than fund shares provides added flexibility when managing a broader, diversified portfolio.
Allocation discipline: The portfolio holds long positions in U.S. real estate equities from the Russell 1000® Index. Allocations are reviewed and adjusted quarterly to stay aligned with the reference index, helping ensure holdings consistently reflect the current composition of the real estate sector. Sell discipline: Sell decisions follow a structured process tied to the quarterly rebalance and reconstitution of the Russell 1000® Real Estate Index. When a stock is removed from the index or its weighting changes during reconstitution, the portfolio adjusts accordingly based on data provided by the Frank Russell Company under a licensing agreement.
Direct asset control: Because you own each real estate stock individually, you can see exactly what is in your portfolio at all times. This level of visibility goes beyond what a traditional fund structure typically offers. Targeted real estate exposure: The portfolio zeroes in on property-related companies within the Russell 1000® Index, giving you focused access to businesses that acquire, develop, and operate real estate across the domestic market. Rules-based discipline: A systematic rebalancing schedule aligned with the Russell 1000® Real Estate Index removes emotional decision-making and keeps your holdings consistently in step with the broader real estate 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 | |
| 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) | Large-cap, Mid-cap, Real estate | 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) | Rather than buying a fund, you hold the actual stocks that make up the real estate segment of the benchmark, an approach known as direct indexing. Index-focused investors: Ideal for those who prefer a passive, systematic approach that tracks a recognized benchmark, delivering predictable methodology and consistent sector alignment. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 3.25% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -5.1% · 2019: 24.7% · 2020: -10.8% · 2021: 37.6% · 2022: -25.6% · 2023: 11.1% · 2024: 3.3% · 2025: 1.9% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 3.10% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 30.90% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 2.31% | 2026-10-16 | |
| Return, last 30 days (live account) | -4.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 3.27% | 2026-10-16 | |
| Return, last 365 days (live account) | 3.10% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 3.30% | 2026-10-09 | |
| Return, last 90 days (live account) | -5.90% | 2026-10-09 | |
| Return, year to date (live account) | 4.40% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.97 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -43.97% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -11.43% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -11.40% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.13 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.03 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | -0.05 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 0.04 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | -0.07 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -3.20% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 21.40% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 13.69% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 14.00% | 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
