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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 0.94%
19,044
+1,115
27
$1.85M 0.91%
+46,700
28
$1.8M 0.89%
25,292
+13,821
29
$1.7M 0.84%
36,546
+11,652
30
$1.47M 0.73%
26,092
-3,262
31
$1.36M 0.67%
24,383
-208
32
$1.07M 0.53%
13,539
-211
33
$1.05M 0.52%
17,947
-151
34
$1.04M 0.51%
7,763
-250
35
$1.03M 0.51%
40,770
-36
36
$847K 0.42%
6,887
+59
37
$765K 0.38%
6,833
+114
38
$601K 0.3%
7,885
+13
39
$591K 0.29%
17,049
+12,838
40
$581K 0.29%
+2,558
41
$534K 0.26%
7,599
+4,319
42
$531K 0.26%
4,601
+4,090
43
$530K 0.26%
3,169
-170
44
$489K 0.24%
14,868
+6,621
45
$484K 0.24%
2,418
+1,533
46
$417K 0.21%
9,176
+201
47
$386K 0.19%
+14,539
48
$369K 0.18%
5,581
+4,098
49
$340K 0.17%
4,328
+3,489
50
$339K 0.17%
5,438
+159
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