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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 1.23%
149,298
+143,255
27
$3.07M 1.17%
13,895
+403
28
$3.03M 1.16%
26,118
+5,881
29
$2.22M 0.85%
21,633
-576
30
$1.87M 0.71%
32,937
+12,759
31
$1.85M 0.7%
19,467
-4,934
32
$1.69M 0.65%
34,520
+4,442
33
$1.67M 0.64%
31,586
+3,960
34
$1.59M 0.61%
4,663
-85
35
$1.45M 0.55%
12,937
-127
36
$1.31M 0.5%
17,034
-978
37
$1.3M 0.5%
18,131
-14
38
$1.18M 0.45%
13,375
+999
39
$1.11M 0.43%
42,344
+6,004
40
$1.11M 0.42%
8,561
+1,118
41
$1M 0.38%
11,702
-21
42
$976K 0.37%
18,695
+11,950
43
$964K 0.37%
8,293
+1,513
44
$871K 0.33%
32,119
+117
45
$779K 0.3%
17,071
+1,550
46
$779K 0.3%
6,052
-11
47
$767K 0.29%
6,851
+427
48
$756K 0.29%
13,462
49
$752K 0.29%
34,017
+8,533
50
$605K 0.23%
17,392
+3,160
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