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
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.52M
3
+$1.39M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$607K

Top Sells

1
+$6.45M
2
+$3.46M
3
+$2.18M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K

Sector Composition

1 Financials 0.02%
2 Real Estate 0.01%
3 Energy 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.67%
12,272
+97
27
$1.13M 0.65%
15,019
-1,796
28
$1.09M 0.63%
21,523
-914
29
$972K 0.56%
4,769
-299
30
$870K 0.5%
10,344
-382
31
$802K 0.47%
6,543
+20
32
$772K 0.45%
8,717
-1,020
33
$752K 0.44%
12,807
-1,294
34
$687K 0.4%
6,099
-756
35
$563K 0.33%
7,126
-296
36
$540K 0.31%
4,020
-48,004
37
$428K 0.25%
11,026
-7,089
38
$336K 0.19%
5,574
-693
39
$324K 0.19%
7,494
-824
40
$306K 0.18%
11,277
-408
41
$231K 0.13%
3,913
-25
42
$206K 0.12%
7,124
-108
43
$201K 0.12%
4,048
-246
44
$139K 0.08%
4,254
+333
45
$137K 0.08%
4,926
-56
46
$109K 0.06%
1,448
47
$101K 0.06%
17,926
-124
48
$96K 0.06%
+923
49
$96K 0.06%
+1,174
50
$94K 0.05%
1,265
-2,479
1
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