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
$191M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$487K
3
+$308K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$284K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$235K

Top Sells

1
+$1.06M
2
+$607K
3
+$463K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$228K
5
DVY icon
iShares Select Dividend ETF
DVY
+$224K

Sector Composition

1 Technology 1.28%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.06%
25,833
-2,897
27
$2.03M 1.06%
8,096
28
$1.87M 0.98%
24,740
+961
29
$1.73M 0.91%
16,968
-54
30
$1.66M 0.87%
13,023
+431
31
$1.47M 0.77%
19,618
+10,632
32
$1.27M 0.66%
44,697
+3,774
33
$1.15M 0.6%
8,162
-176
34
$1.09M 0.57%
12,738
-2,316
35
$1.08M 0.57%
10,118
-1,293
36
$950K 0.5%
27,000
-489
37
$930K 0.49%
3,840
+294
38
$874K 0.46%
1,621
-114
39
$798K 0.42%
9,942
+182
40
$787K 0.41%
16,821
+192
41
$754K 0.4%
4,616
-162
42
$752K 0.39%
9,294
-294
43
$739K 0.39%
15,300
-420
44
$704K 0.37%
12,393
-693
45
$697K 0.37%
4,500
46
$673K 0.35%
31,938
-1,860
47
$657K 0.34%
8,109
-526
48
$650K 0.34%
27,567
-6,549
49
$644K 0.34%
13,462
50
$636K 0.33%
5,574
-191
1
2
3 4