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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.67M 1.16%
90,730
+1,057
27
$2.31M 1.01%
22,209
-342
28
$2.14M 0.93%
20,237
+5,276
29
$1.64M 0.71%
24,401
+5,805
30
$1.63M 0.71%
132,441
+129,527
31
$1.51M 0.66%
4,748
-253
32
$1.5M 0.65%
30,078
+5,218
33
$1.49M 0.65%
27,626
+4,810
34
$1.46M 0.64%
2,389
+1,701
35
$1.35M 0.59%
12,376
-289
36
$1.35M 0.59%
13,064
-121
37
$1.24M 0.54%
18,012
+647
38
$1.16M 0.51%
18,145
+97
39
$1.02M 0.45%
20,178
+2,493
40
$1.01M 0.44%
11,723
+260
41
$956K 0.42%
36,340
+4,656
42
$950K 0.42%
7,443
+806
43
$900K 0.39%
5,480
-180
44
$860K 0.38%
32,002
+3,538
45
$808K 0.35%
6,424
+357
46
$800K 0.35%
13,462
47
$789K 0.34%
6,063
+224
48
$788K 0.34%
6,780
+576
49
$714K 0.31%
15,521
+605
50
$622K 0.27%
3,686
+2,245
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