Interactive Advisors · investment strategy
by Interactive Advisors
This portfolio uses a direct indexing approach to track the technology segment of the Russell 1000® Index, meaning you own the individual stocks rather than shares of a fund. Holdings cover key areas such as software, semiconductors, electronic components, and computer hardware, providing broad exposure to both large-cap and mid-cap companies driving innovation across the sector. Because you hold the actual underlying securities, the portfolio offers full transparency into every position. The result is a passively managed portfolio designed to closely follow its reference index within one of the most influential segments of the U.S. equity market.
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”
“track the technology segment of the Russell 1000® Index”
“rebalances on a quarterly schedule”
“max 30% per sector”
“holds long positions in U.S. technology equities that make up 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.
· : 0.93 · Shown only: the method hasn’t passed its acceptance check yet.
Beta to the S&P 500: 1.58 (90%: 1.49 to 1.66)
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
This portfolio uses a direct indexing approach to track the technology segment of the Russell 1000® Index, meaning you own the individual stocks rather than shares of a fund. Holdings cover key areas such as software, semiconductors, electronic components, and computer hardware, providing broad exposure to both large-cap and mid-cap companies driving innovation across the sector. Because you hold the actual underlying securities, the portfolio offers full transparency into every position. The result is a passively managed portfolio designed to closely follow its reference index within one of the most influential segments of the U.S. equity market.
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.
Technology sector enthusiasts: If you want dedicated exposure to U.S. technology companies, from consumer digital services to production technology equipment, this portfolio offers a structured way to invest in the sector's large-cap and mid-cap leaders through a single managed portfolio. Index-focused investors: This portfolio suits investors who prefer a passive, benchmark-driven approach. It mirrors the Russell 1000® Technology Index while giving you direct ownership of each constituent stock, combining the simplicity of indexing with complete portfolio visibility. Growth-oriented investors: Investors comfortable with the higher volatility that can accompany a sector-concentrated portfolio may find this approach appealing. Technology stocks can experience larger price swings, so this portfolio fits those with a higher risk tolerance seeking long-term growth potential.
Allocation discipline: The portfolio holds long positions in U.S. technology equities that make up the Russell 1000® Index and rebalances on a quarterly schedule. This structured rebalancing process helps ensure the portfolio stays aligned with the composition of its reference index over time. Sell discipline: Sell decisions follow a fully systematic process tied to the quarterly rebalance and annual reconstitution of the Russell 1000® Technology Index. When the index removes or reduces a holding, the portfolio adjusts accordingly based on data provided by the Frank Russell Company under a licensing agreement. This disciplined approach removes subjective judgment from exit decisions.
Direct asset control: Instead of buying a fund, you own the individual technology stocks directly. This gives you full transparency into every holding and lets you see exactly where your money is invested at all times. Targeted sector access: This portfolio focuses specifically on technology leaders within the Russell 1000® Index, spanning areas like software, semiconductors, and computer hardware. You gain concentrated exposure to one of the market's fastest-evolving sectors without having to pick individual stocks yourself. Methodical portfolio management: The portfolio follows a disciplined process that mirrors the Russell 1000® Technology Index through quarterly rebalancing and annual reconstitution. This removes emotional decision-making and keeps your holdings aligned with a well-defined benchmark.
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) | Top performing 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, Technology | 2026-10-09 |
| Rebalancing (methodology text) | rebalancing and annual; rebalances on a quarterly; rebalance and annual | 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) | This portfolio uses a direct indexing approach to track the technology segment of the Russell 1000® Index, meaning you own the individual stocks rather than shares of a fund. | 2026-10-09 |
| Annualized return since inception (Lighthorse, daily, live) | 23.45% | 2026-10-16 | |
| Calendar-year returns (live account) | 2018: -1.5% · 2019: 46.2% · 2020: 45.2% · 2021: 36.9% · 2022: -34.4% · 2023: 65.2% · 2024: 37.2% · 2025: 26.9% | 2026-10-09 | |
| Return since inception (annualized) (live account) | 24.30% | 2026-10-09 | |
| Return since inception (cumulative) (live account) | 582.80% | 2026-10-09 | |
| Return vs the source's benchmark, last 365 days (Lighthorse, daily, live) | -6.41% | 2026-10-16 | |
| Return, last 30 days (live account) | 5.80% | 2026-10-09 | |
| Return, last 365 days (Lighthorse, daily, live) | 22.56% | 2026-10-16 | |
| Return, last 365 days (live account) | 27.60% | 2026-10-09 | |
| Return, last 5 years (cumulative) (live account) | 167.00% | 2026-10-09 | |
| Return, last 90 days (live account) | 7.40% | 2026-10-09 | |
| Return, year to date (live account) | 26.30% | 2026-10-09 |
| Beta vs the source's benchmark, last 365 days (Lighthorse, daily, live) | 0.80 | 2026-10-16 | |
| Maximum drawdown since inception (Lighthorse, daily, live) | -38.59% | 2026-10-16 | |
| Maximum drawdown, last 365 days (Lighthorse, daily, live) | -17.58% | 2026-10-16 | |
| Maximum drawdown, last 365 days (live account) | -17.60% | 2026-10-09 | |
| Sharpe ratio since inception (Lighthorse, daily, live) | 0.81 | 2026-10-16 | |
| Sharpe ratio, last 365 days (Lighthorse, daily, live) | 0.84 | 2026-10-16 | |
| Sharpe ratio, last 365 days (live account) | 1.05 | 2026-10-09 | |
| Sortino ratio, last 365 days (Lighthorse, daily, live) | 1.24 | 2026-10-16 | |
| Sortino ratio, last 365 days (live account) | 1.71 | 2026-10-09 | |
| Value-at-risk 95% 1-week, last 365 days (live account) | -5.20% | 2026-10-09 | |
| Volatility since inception (Lighthorse, daily, live) | 25.85% | 2026-10-16 | |
| Volatility, last 365 days (Lighthorse, daily, live) | 21.79% | 2026-10-16 | |
| Volatility, last 365 days (live account) | 22.40% | 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 |
Collective2
Composer Technologies · Composer
