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
$163M
AUM Growth
-$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.09M
3
+$3.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.54M

Top Sells

1
+$17.3M
2
+$7.63M
3
+$1.72M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.51M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$757K

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.73%
12,627
+355
27
$1.07M 0.66%
7,597
+3,577
28
$1.03M 0.63%
16,361
+12,448
29
$1.03M 0.63%
14,965
-10,963
30
$1.03M 0.63%
+43,336
31
$1.01M 0.62%
13,464
-1,555
32
$956K 0.59%
4,654
-115
33
$943K 0.58%
7,484
+941
34
$871K 0.53%
10,024
-320
35
$781K 0.48%
8,684
-33
36
$731K 0.45%
12,781
-26
37
$692K 0.42%
6,257
+158
38
$571K 0.35%
5,177
+5,126
39
$554K 0.34%
6,925
-201
40
$522K 0.32%
10,351
-11,172
41
$498K 0.31%
+18,981
42
$495K 0.3%
12,677
+1,651
43
$421K 0.26%
21,060
+14,466
44
$406K 0.25%
8,181
+687
45
$343K 0.21%
5,537
-37
46
$306K 0.19%
10,900
-377
47
$289K 0.18%
3,598
+2,333
48
$207K 0.13%
4,012
-36
49
$206K 0.13%
7,120
-4
50
$152K 0.09%
5,205
+279
1
2
3 4