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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.78%
9,498
-2,449
27
$1.53M 0.7%
23,662
+1,295
28
$1.41M 0.65%
25,113
+2,083
29
$1.23M 0.57%
13,885
-7
30
$1.21M 0.55%
14,205
-34
31
$1.13M 0.52%
18,405
-5
32
$964K 0.44%
39,194
+610
33
$893K 0.41%
7,046
-31
34
$879K 0.4%
23,410
-1,048
35
$835K 0.38%
31,451
+8,111
36
$788K 0.36%
6,772
+146
37
$698K 0.32%
6,120
-559
38
$651K 0.3%
17,988
+10,242
39
$594K 0.27%
7,834
+42
40
$578K 0.27%
7,576
-28
41
$563K 0.26%
13,205
-568
42
$503K 0.23%
3,363
-167
43
$485K 0.22%
7,940
+6,540
44
$466K 0.21%
7,152
-28
45
$459K 0.21%
3,852
-30
46
$444K 0.2%
10,346
+3,034
47
$406K 0.19%
12,531
-270
48
$400K 0.18%
8,866
+1,748
49
$398K 0.18%
2,632
50
$394K 0.18%
5,190
-512
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