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
$148M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.09M
3
+$4.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.1M

Top Sells

1
+$2.97M
2
+$1.9M
3
+$1.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.54M

Sector Composition

1 Technology 1.04%
2 Financials 0.48%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.82%
7,096
27
$1.2M 0.81%
11,582
-717
28
$1.18M 0.79%
11,357
-990
29
$1.07M 0.72%
6,547
+1,113
30
$1.06M 0.72%
21,058
-29,633
31
$1.03M 0.7%
9,185
-582
32
$785K 0.53%
27,430
-763
33
$757K 0.51%
9,965
+649
34
$748K 0.5%
21,372
+781
35
$747K 0.5%
32,201
-8,111
36
$703K 0.47%
3,376
-3,970
37
$697K 0.47%
17,783
-1,704
38
$615K 0.41%
1,566
-4,843
39
$579K 0.39%
6,169
-372
40
$566K 0.38%
4,440
-87
41
$564K 0.38%
8,884
-82
42
$554K 0.37%
13,970
+1,310
43
$552K 0.37%
14,038
-1,192
44
$550K 0.37%
10,528
+1,150
45
$542K 0.37%
7,428
-259
46
$515K 0.35%
29,036
-87,265
47
$490K 0.33%
4,500
48
$488K 0.33%
7,405
-23,307
49
$469K 0.32%
1,097
+12
50
$450K 0.3%
5,069
-12,246
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2
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