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
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.7%
24,105
+443
27
$1.51M 0.68%
25,214
+101
28
$1.38M 0.62%
14,754
+869
29
$1.18M 0.53%
13,943
-262
30
$1.15M 0.52%
18,290
-115
31
$980K 0.44%
39,668
+474
32
$917K 0.41%
7,293
+247
33
$897K 0.4%
22,230
+4,242
34
$792K 0.36%
6,793
+21
35
$756K 0.34%
28,572
-2,879
36
$721K 0.32%
7,582
+6
37
$698K 0.31%
3,399
-6,099
38
$642K 0.29%
13,790
+6,682
39
$596K 0.27%
7,873
+39
40
$584K 0.26%
13,258
+53
41
$565K 0.25%
4,960
-1,160
42
$564K 0.25%
11,267
+921
43
$555K 0.25%
14,764
-8,646
44
$520K 0.23%
16,424
+3,893
45
$517K 0.23%
22,650
+6,108
46
$489K 0.22%
3,402
+39
47
$428K 0.19%
8,837
-29
48
$419K 0.19%
5,258
+68
49
$398K 0.18%
4,521
+2,675
50
$392K 0.18%
5,099
+53
1
2
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