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
$147M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.61M
3
+$3.08M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.48M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.47M

Top Sells

1
+$5.6M
2
+$5.59M
3
+$5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.92M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M

Sector Composition

1 Technology 1.18%
2 Financials 0.48%
3 Industrials 0.39%
4 Utilities 0.2%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97M 1.34%
30,031
-6,129
27
$1.78M 1.21%
17,315
-1,284
28
$1.62M 1.1%
7,346
+436
29
$1.58M 1.07%
4,275
+315
30
$1.57M 1.07%
17,707
-956
31
$1.49M 1.01%
38,473
-1,235
32
$1.38M 0.94%
7,096
-101
33
$1.37M 0.93%
16,843
-2,361
34
$1.33M 0.9%
12,347
-1,646
35
$1.3M 0.89%
12,299
-73
36
$1.11M 0.76%
9,767
-286
37
$949K 0.64%
40,312
-7,307
38
$945K 0.64%
5,434
+341
39
$882K 0.6%
28,193
-334
40
$806K 0.55%
19,487
-363
41
$749K 0.51%
20,591
-299
42
$736K 0.5%
9,316
-259
43
$644K 0.44%
4,527
-42
44
$640K 0.43%
7,687
-941
45
$640K 0.43%
6,541
-69
46
$624K 0.42%
15,230
+941
47
$598K 0.41%
8,966
-377
48
$579K 0.39%
4,500
49
$559K 0.38%
12,660
+201
50
$521K 0.35%
9,378
+11
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