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
$170M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$863K
3
+$376K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$323K
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$272K

Top Sells

1
+$3.57M
2
+$336K
3
+$185K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$153K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$151K

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
$1.21M 0.71%
14,233
+83
27
$1.14M 0.67%
9,839
+187
28
$1.14M 0.67%
12,873
-704
29
$877K 0.52%
7,303
-90
30
$843K 0.5%
45,082
+8,588
31
$799K 0.47%
14,498
-1,090
32
$674K 0.4%
8,150
-603
33
$635K 0.37%
17,878
-100,607
34
$495K 0.29%
17,918
+3,288
35
$495K 0.29%
13,238
-84
36
$328K 0.19%
8,639
+212
37
$325K 0.19%
4,074
-397
38
$323K 0.19%
13,088
-84
39
$267K 0.16%
7,258
-30
40
$240K 0.14%
10,283
-987
41
$166K 0.1%
4,045
+232
42
$158K 0.09%
5,124
-181
43
$132K 0.08%
2,494
-64
44
$102K 0.06%
1,435
-366
45
$83K 0.05%
3,507
-67
46
$74K 0.04%
741
-7
47
$62K 0.04%
1,055
-123
48
$49K 0.03%
637
+43
49
$44K 0.03%
1,014
-35
50
$43K 0.03%
684
-154
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