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
$219M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.71M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$582K

Top Sells

1
+$8.57M
2
+$7.04M
3
+$4.53M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$868K

Sector Composition

1 Real Estate 0.05%
2 Financials 0.01%
3 Materials 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.62%
11,941
-755
27
$1.34M 0.61%
16,485
+544
28
$1.27M 0.58%
27,970
+968
29
$1.24M 0.57%
23,403
+2,888
30
$1.23M 0.56%
32,283
-258
31
$1.14M 0.52%
9,191
-306
32
$853K 0.39%
12,198
-8
33
$810K 0.37%
10,733
-823
34
$791K 0.36%
3,147
-10
35
$770K 0.35%
32,098
+72
36
$754K 0.34%
19,420
+608
37
$735K 0.34%
8,346
-11
38
$677K 0.31%
9,887
-555
39
$665K 0.3%
6,158
-474
40
$632K 0.29%
4,263
-356
41
$630K 0.29%
24,675
+2,664
42
$531K 0.24%
11,207
+9,798
43
$418K 0.19%
5,220
-1
44
$407K 0.19%
2,983
-1,153
45
$404K 0.18%
9,857
-4,984
46
$391K 0.18%
7,685
+11
47
$380K 0.17%
14,707
+293
48
$372K 0.17%
13,247
-731
49
$314K 0.14%
13,551
+12,520
50
$309K 0.14%
3,296
+194
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2
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