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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.73%
10,238
+399
27
$1.25M 0.72%
14,008
+1,135
28
$1.22M 0.71%
14,168
-65
29
$859K 0.5%
7,113
-190
30
$813K 0.47%
42,700
-2,382
31
$666K 0.39%
7,841
-309
32
$634K 0.37%
21,853
+3,935
33
$531K 0.31%
+2,837
34
$399K 0.23%
9,617
+978
35
$326K 0.19%
13,044
-44
36
$305K 0.18%
5,392
-9,106
37
$298K 0.17%
3,729
-345
38
$285K 0.17%
6,936
-6,302
39
$282K 0.16%
7,233
-25
40
$204K 0.12%
+2,890
41
$202K 0.12%
6,708
+1,584
42
$199K 0.12%
+2,398
43
$196K 0.11%
3,298
+3,234
44
$192K 0.11%
+3,480
45
$191K 0.11%
7,676
-2,607
46
$167K 0.1%
4,117
+72
47
$138K 0.08%
2,620
+126
48
$105K 0.06%
1,436
+1
49
$86K 0.05%
3,869
+362
50
$74K 0.04%
729
-12
1
2
3 4 5