IFA
Interactive Financial Advisors Portfolio holdings
AUM $189M
AUM
$189M
AUM Growth
-$1.5M (-0.8%)
Cap. Flow
+$3.15M
Cap. Flow % of AUM
1.67%
Top 10 Holdings %Top 10 Hldgs %
52.33%
Holding
88
New
2
Increased
31
Reduced
40
Closed
4
Top Buys
| 1 | $604K | |
| 2 | $473K | |
| 3 | $394K | |
| 4 | $388K | |
| 5 | $372K |
Top Sells
| 1 | $538K | |
| 2 | $104K | |
| 3 | $85.3K | |
| 4 | $67.3K | |
| 5 | $55K |
Sector Composition
| 1 | Technology | 1.15% |
| 2 | Financials | 0.68% |
| 3 | Industrials | 0.37% |
| 4 | Consumer Discretionary | 0.33% |
| 5 | Utilities | 0.31% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.04M | 1.08% | 25,009 -824 | -3% | -$67.3K | |||
| $2M | 1.06% | 25,344 +604 | +2% | +$47.6K | |||
| $1.8M | 0.95% | 8,096 | – | – | |||
| $1.66M | 0.88% | 16,494 -474 | -3% | -$47.7K | |||
| $1.65M | 0.87% | 12,756 -267 | -2% | -$34.4K | |||
| $1.51M | 0.8% | 16,196 +3,458 | +27% | +$323K | |||
| $1.34M | 0.71% | 44,611 -86 | -0.2% | -$2.58K | |||
| $1.12M | 0.59% | 10,119 +1 | +0% | +$111 | |||
| $1.09M | 0.57% | 8,125 -37 | -0.5% | -$4.95K | |||
| $962K | 0.51% | 26,943 -57 | -0.2% | -$2.04K | |||
| $945K | 0.5% | 12,499 -7,119 | -36% | -$538K | |||
| $861K | 0.46% | 4,073 +233 | +6% | +$49.3K | |||
| $815K | 0.43% | 9,962 +20 | +0.2% | +$1.64K | |||
| $784K | 0.41% | 4,588 -28 | -0.6% | -$4.78K | |||
| $778K | 0.41% | 1,514 -107 | -7% | -$55K | |||
| $770K | 0.41% | 15,326 +26 | +0.2% | +$1.31K | |||
| $729K | 0.39% | 9,125 -169 | -2% | -$13.5K | |||
| $726K | 0.38% | 16,662 -159 | -1% | -$6.93K | |||
| $699K | 0.37% | 4,504 +4 | +0.1% | +$621 | |||
| $669K | 0.35% | 27,436 -131 | -0.5% | -$3.19K | |||
| $666K | 0.35% | 7,710 -399 | -5% | -$34.5K | |||
| $658K | 0.35% | 30,598 -1,340 | -4% | -$28.8K | |||
| $642K | 0.34% | 5,575 +1 | +0% | +$115 | |||
| $597K | 0.32% | 15,810 +337 | +2% | +$12.7K | |||
| $590K | 0.31% | 5,947 -144 | -2% | -$14.3K |
