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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 1.27%
24,839
-14,503
27
$2.57M 1.08%
93,362
+6,898
28
$2.57M 1.08%
24,685
+752
29
$1.63M 0.69%
71,999
-3,998
30
$1.57M 0.66%
12,629
-232
31
$1.54M 0.65%
19,728
+275
32
$1.47M 0.62%
4,991
+239
33
$1.4M 0.59%
2,687
+322
34
$1.39M 0.58%
4,703
-234
35
$1.36M 0.57%
14,171
+867
36
$1.24M 0.52%
12,775
+8,623
37
$1.24M 0.52%
18,113
+1,596
38
$1.18M 0.49%
18,343
-873
39
$1.08M 0.45%
23,646
+16,616
40
$1.02M 0.43%
20,643
+3,702
41
$1.01M 0.42%
18,884
+4,153
42
$926K 0.39%
35,126
-9,010
43
$915K 0.38%
7,294
+180
44
$805K 0.34%
5,933
-222
45
$761K 0.32%
5,860
-1,775
46
$745K 0.31%
13,462
47
$724K 0.3%
32,735
+18,610
48
$721K 0.3%
15,409
+2,835
49
$608K 0.26%
10,634
+1,761
50
$570K 0.24%
1,438
-16,304
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