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
$181M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.2M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.47M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.84M

Top Sells

1
+$1.12B
2
+$31.9M
3
+$30M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.45M

Sector Composition

1 Technology 1.01%
2 Financials 0.56%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.96%
17,080
+12,670
27
$1.63M 0.9%
24,811
+15,442
28
$1.5M 0.83%
12,418
-55,326
29
$1.49M 0.82%
15,802
+3,354
30
$1.39M 0.77%
8,096
-2,412
31
$1.26M 0.7%
11,718
+3,601
32
$1.18M 0.65%
8,611
+1,587
33
$1.13M 0.62%
36,805
+21,648
34
$944K 0.52%
+22,463
35
$902K 0.5%
27,444
-89,630
36
$855K 0.47%
1,778
-9,048
37
$850K 0.47%
35,789
+31,969
38
$834K 0.46%
10,939
+1,500
39
$813K 0.45%
10,095
+1,313
40
$785K 0.43%
3,488
-159
41
$741K 0.41%
16,699
+10,691
42
$723K 0.4%
15,996
-50,630
43
$712K 0.39%
7,500
+4,159
44
$693K 0.38%
13,844
+2,404
45
$689K 0.38%
33,953
+29,897
46
$678K 0.38%
4,758
+104
47
$661K 0.37%
5,904
+4,783
48
$660K 0.36%
1,260
-6,532
49
$632K 0.35%
15,874
+13,830
50
$631K 0.35%
8,756
+1,763
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