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
$189M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$473K
3
+$394K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$388K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$372K

Top Sells

1
+$633K
2
+$538K
3
+$384K
4
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$337K
5
SLV icon
iShares Silver Trust
SLV
+$224K

Sector Composition

1 Technology 1.15%
2 Financials 0.68%
3 Industrials 0.37%
4 Consumer Discretionary 0.33%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.08%
25,009
-824
27
$2M 1.06%
25,344
+604
28
$1.8M 0.95%
8,096
29
$1.66M 0.88%
16,494
-474
30
$1.65M 0.87%
12,756
-267
31
$1.51M 0.8%
16,196
+3,458
32
$1.34M 0.71%
44,611
-86
33
$1.12M 0.59%
10,119
+1
34
$1.09M 0.57%
8,125
-37
35
$962K 0.51%
26,943
-57
36
$945K 0.5%
12,499
-7,119
37
$861K 0.46%
4,073
+233
38
$815K 0.43%
9,962
+20
39
$784K 0.41%
4,588
-28
40
$778K 0.41%
1,514
-107
41
$770K 0.41%
15,326
+26
42
$729K 0.39%
9,125
-169
43
$726K 0.38%
16,662
-159
44
$699K 0.37%
4,504
+4
45
$669K 0.35%
27,436
-131
46
$666K 0.35%
7,710
-399
47
$658K 0.35%
30,598
-1,340
48
$642K 0.34%
5,575
+1
49
$597K 0.32%
15,810
+337
50
$590K 0.31%
5,947
-144
1
2
3 4