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
+$577K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.51M
3
+$420K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$137K
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$119K

Top Sells

1
+$3.27M
2
+$2.91M
3
+$1.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$537K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$225K

Sector Composition

1 Technology 1.19%
2 Financials 0.5%
3 Industrials 0.33%
4 Consumer Discretionary 0.2%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.85M 1.02%
7,651
+370
27
$1.71M 0.94%
8,096
28
$1.68M 0.93%
16,790
-290
29
$1.61M 0.89%
23,652
-1,159
30
$1.48M 0.81%
12,447
+29
31
$1.41M 0.78%
15,465
-337
32
$1.26M 0.7%
11,827
+109
33
$1.19M 0.65%
39,056
+2,251
34
$1.12M 0.62%
8,326
-285
35
$950K 0.52%
21,635
-828
36
$911K 0.5%
3,494
+6
37
$900K 0.5%
27,490
+46
38
$863K 0.48%
1,725
-53
39
$854K 0.47%
36,210
+421
40
$815K 0.45%
10,437
-502
41
$802K 0.44%
10,033
-62
42
$734K 0.4%
16,511
-188
43
$724K 0.4%
16,602
+606
44
$706K 0.39%
4,773
+15
45
$681K 0.38%
7,350
-150
46
$669K 0.37%
33,518
-435
47
$664K 0.37%
8,630
-126
48
$652K 0.36%
1,198
-62
49
$630K 0.35%
5,771
-133
50
$630K 0.35%
10,708
+137
1
2
3 4