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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 0.93%
26,412
-777
27
$1.64M 0.82%
34,586
+660
28
$1.53M 0.77%
37,824
+716
29
$1.4M 0.7%
56,266
+8,166
30
$1.32M 0.66%
33,534
-1,125
31
$1.32M 0.66%
11,538
-3,328
32
$1.25M 0.63%
12,154
+421
33
$1.23M 0.62%
16,919
-1,119
34
$1.2M 0.6%
8,740
-54,804
35
$990K 0.5%
13,978
+7,641
36
$864K 0.43%
20,593
-9,089
37
$730K 0.37%
1,687
-6,274
38
$718K 0.36%
20,927
+2,125
39
$709K 0.36%
3,119
-4,828
40
$689K 0.35%
29,380
-4,428
41
$641K 0.32%
5,364
-614
42
$620K 0.31%
13,462
43
$598K 0.3%
7,901
+1,383
44
$597K 0.3%
13,526
+519
45
$534K 0.27%
7,173
+1,466
46
$522K 0.26%
12,331
-1,172
47
$484K 0.24%
8,222
+537
48
$459K 0.23%
12,245
-2,908
49
$457K 0.23%
4,463
-4,005
50
$440K 0.22%
5,344
-121
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2
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