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
$187M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.4M
3
+$10.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.38M

Top Sells

1
+$25.3M
2
+$15.3M
3
+$14.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.6M
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$9.81M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 2.29%
3 Financials 1.74%
4 Utilities 0.3%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.56M 0.84%
8,117
-3,240
27
$1.41M 0.76%
16,822
+7,728
28
$1.39M 0.74%
12,448
-3,460
29
$1.23M 0.66%
11,440
-2,530
30
$1.17M 0.63%
21,105
+10,577
31
$1.11M 0.6%
8,782
-1,183
32
$916K 0.49%
27,523
-17,614
33
$849K 0.45%
3,647
+1,082
34
$817K 0.44%
1,870
-4,677
35
$800K 0.43%
33,871
+29,632
36
$762K 0.41%
9,369
-16,662
37
$730K 0.39%
35,247
-72,082
38
$725K 0.39%
13,847
-42,333
39
$716K 0.38%
16,892
+15,060
40
$696K 0.37%
7,792
+6,695
41
$668K 0.36%
15,157
-1,324
42
$664K 0.36%
9,029
+5,653
43
$663K 0.36%
9,439
+555
44
$638K 0.34%
4,654
+214
45
$629K 0.34%
10,508
+3,412
46
$617K 0.33%
6,008
-11,775
47
$584K 0.31%
3,341
-4,087
48
$583K 0.31%
13,462
-47,592
49
$559K 0.3%
5,653
+2,153
50
$541K 0.29%
27,000
-12,972
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2
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