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
$210M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.33M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$7.81M
2
+$6.34M
3
+$6.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.8%
12,682
+574
27
$1.65M 0.79%
4,422
-5,273
28
$1.28M 0.61%
15,400
-73,067
29
$1.27M 0.61%
25,070
-11
30
$1.27M 0.61%
+26,935
31
$1.21M 0.57%
13,866
-306
32
$1.14M 0.54%
21,218
-1,114
33
$1.1M 0.52%
18,180
+13,680
34
$967K 0.46%
40,369
-132
35
$909K 0.43%
7,637
+128
36
$882K 0.42%
10,201
+9,994
37
$877K 0.42%
23,626
+7,280
38
$761K 0.36%
14,456
+21
39
$752K 0.36%
+32,469
40
$727K 0.35%
17,566
+1,295
41
$623K 0.3%
8,222
+1,994
42
$578K 0.27%
23,309
+10
43
$549K 0.26%
7,540
-289
44
$497K 0.24%
4,288
-19
45
$487K 0.23%
7,163
-11
46
$477K 0.23%
2,829
-46
47
$469K 0.22%
6,291
+726
48
$452K 0.21%
5,983
-95
49
$399K 0.19%
1,373
+224
50
$394K 0.19%
13,534
-50
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