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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.98%
7,947
+3,284
27
$1.74M 0.82%
21,354
+4,320
28
$1.72M 0.8%
37,108
+2,588
29
$1.69M 0.79%
33,926
+2,340
30
$1.65M 0.77%
7,961
-18,752
31
$1.52M 0.71%
27,189
+9,058
32
$1.52M 0.71%
18,038
-1,429
33
$1.49M 0.7%
14,866
+6,305
34
$1.49M 0.7%
29,682
+10,987
35
$1.34M 0.63%
48,100
+5,756
36
$1.33M 0.62%
11,733
-1,204
37
$1.25M 0.59%
9,020
-15,420
38
$1.03M 0.48%
8,468
-35,746
39
$949K 0.44%
8,659
+366
40
$944K 0.44%
6,691
+5,214
41
$867K 0.41%
13,503
-123,686
42
$867K 0.41%
13,503
+128
43
$867K 0.41%
13,503
+1,801
44
$843K 0.39%
33,808
+1,689
45
$830K 0.39%
13,007
+3,371
46
$763K 0.36%
5,978
-74
47
$716K 0.34%
13,462
48
$699K 0.33%
7,572
+3,503
49
$692K 0.32%
18,802
+1,410
50
$685K 0.32%
15,153
+4,278
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