IFA

Interactive Financial Advisors Portfolio holdings

AUM $185M
1-Year Est. Return 9.86%
This Quarter Est. Return
1 Year Est. Return
+9.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$23.4M
3
+$14.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.1M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$595K 0.44%
+14,752
27
$379K 0.28%
+15,820
28
$345K 0.25%
+4,589
29
$329K 0.24%
+14,114
30
$277K 0.2%
+13,172
31
$262K 0.19%
+6,971
32
$171K 0.13%
+4,191
33
$166K 0.12%
+5,305
34
$148K 0.11%
+3,809
35
$115K 0.08%
+1,801
36
$103K 0.08%
+1,962
37
$90K 0.07%
+1,566
38
$77K 0.06%
+3,741
39
$71K 0.05%
+1,252
40
$68K 0.05%
+3,608
41
$43K 0.03%
+596
42
$43K 0.03%
+810
43
$40K 0.03%
+1,046
44
$34K 0.03%
+919
45
$26K 0.02%
+594
46
$21K 0.02%
+642
47
$16K 0.01%
+340
48
$12K 0.01%
+377
49
$11K 0.01%
+734
50
$6K ﹤0.01%
+400
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