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
$200M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.7M
3
+$4.14M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.44M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.32M

Top Sells

1
+$6.63M
2
+$4.79M
3
+$4.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$874K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$685K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.82%
19,248
+1,493
27
$1.58M 0.79%
63,696
+5,293
28
$1.51M 0.76%
46,694
-413
29
$1.3M 0.65%
13,102
+310
30
$1.18M 0.59%
9,332
+909
31
$1.08M 0.54%
15,006
-64
32
$1.02M 0.51%
15,372
-284
33
$1.02M 0.51%
42,726
+950
34
$957K 0.48%
4,423
-18
35
$909K 0.46%
12,016
-583
36
$904K 0.45%
10,096
+401
37
$695K 0.35%
7,318
-603
38
$672K 0.34%
4,642
-120
39
$671K 0.34%
11,345
-600
40
$664K 0.33%
5,343
-478
41
$652K 0.33%
13,307
+2,139
42
$647K 0.32%
24,494
+748
43
$545K 0.27%
6,761
+85
44
$516K 0.26%
10,162
+202
45
$515K 0.26%
13,050
+2,347
46
$502K 0.25%
19,141
+666
47
$392K 0.2%
5,546
+101
48
$359K 0.18%
14,141
+1,362
49
$359K 0.18%
3,182
-3,660
50
$338K 0.17%
8,933
-1,140
1
2
3 4 5