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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2M 1%
101,259
+8,578
27
$1.74M 0.86%
+5,901
28
$1.59M 0.79%
3,187
-5,305
29
$1.32M 0.66%
21,917
-2,466
30
$1.28M 0.64%
21,626
-4,466
31
$1.11M 0.55%
51,260
-136,711
32
$1.07M 0.53%
13,259
-280
33
$1.06M 0.53%
40,895
+125
34
$1.04M 0.52%
16,225
-1,722
35
$1.02M 0.51%
7,670
-93
36
$967K 0.48%
13,200
+11,500
37
$957K 0.48%
10,849
+3,250
38
$870K 0.43%
3,706
+1,288
39
$821K 0.41%
6,489
-398
40
$817K 0.41%
7,049
+2,448
41
$733K 0.36%
6,575
-258
42
$712K 0.35%
19,530
+2,481
43
$596K 0.3%
7,810
-75
44
$510K 0.25%
3,066
-103
45
$491K 0.24%
14,880
+12
46
$483K 0.24%
+13,462
47
$459K 0.23%
9,264
+88
48
$413K 0.21%
11,478
+2,219
49
$392K 0.19%
14,734
+195
50
$374K 0.19%
5,485
-96
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