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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.8M 1.14%
13,969
-4,088
27
$2.73M 1.11%
89,673
-3,689
28
$2.6M 1.06%
107,379
+35,380
29
$2.47M 1%
22,551
-2,134
30
$1.64M 0.67%
12,665
+36
31
$1.57M 0.64%
14,961
+2,186
32
$1.57M 0.64%
5,001
+10
33
$1.55M 0.63%
18,596
-1,132
34
$1.38M 0.56%
13,185
-986
35
$1.36M 0.56%
9,969
-14,870
36
$1.25M 0.51%
24,860
+4,217
37
$1.24M 0.5%
22,816
+3,932
38
$1.22M 0.49%
17,365
-748
39
$1.14M 0.46%
18,048
-295
40
$988K 0.4%
11,463
-46,192
41
$974K 0.4%
5,660
+4,920
42
$890K 0.36%
17,685
+2,276
43
$850K 0.35%
6,637
-657
44
$839K 0.34%
31,684
-3,442
45
$821K 0.33%
6,067
+134
46
$782K 0.32%
35,295
+2,560
47
$776K 0.32%
28,464
+16,341
48
$767K 0.31%
13,462
49
$762K 0.31%
5,839
-21
50
$728K 0.3%
6,204
+6,056
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