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
$194M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$262K
3
+$240K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MS icon
Morgan Stanley
MS
+$208K

Top Sells

1
+$6.08M
2
+$102K
3
+$97.8K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$77.6K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$70.7K

Sector Composition

1 Technology 1.19%
2 Financials 0.66%
3 Consumer Discretionary 0.32%
4 Industrials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.12M 1.09%
8,034
+383
27
$1.92M 0.99%
23,779
+127
28
$1.89M 0.97%
8,096
29
$1.86M 0.96%
17,022
+232
30
$1.61M 0.83%
12,592
+145
31
$1.32M 0.68%
15,054
-411
32
$1.3M 0.67%
40,923
+1,867
33
$1.26M 0.65%
11,411
-416
34
$1.19M 0.61%
8,338
+12
35
$1.06M 0.54%
21,237
-398
36
$1.04M 0.54%
27,489
-1
37
$916K 0.47%
1,735
+10
38
$870K 0.45%
3,546
+52
39
$832K 0.43%
4,778
+5
40
$821K 0.42%
34,116
-2,094
41
$817K 0.42%
9,760
-273
42
$799K 0.41%
16,629
+27
43
$798K 0.41%
9,588
-849
44
$795K 0.41%
15,720
-791
45
$783K 0.4%
33,798
+280
46
$767K 0.39%
8,635
+5
47
$699K 0.36%
7,077
-273
48
$690K 0.36%
5,765
-6
49
$680K 0.35%
8,986
-80,305
50
$642K 0.33%
15,605
+92
1
2
3 4