IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$211K
3
+$13.2K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.42K

Top Sells

1
+$2.77M
2
+$2.74M
3
+$2.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.69M

Sector Composition

1 Financials 0.8%
2 Industrials 0.43%
3 Utilities 0.33%
4 Technology 0.28%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.92M 1.04%
35,462
-8,350
27
$1.68M 0.91%
38,566
-11,576
28
$1.61M 0.87%
11,390
-1,455
29
$1.51M 0.82%
19,271
-5,508
30
$1.24M 0.67%
36,868
-255
31
$1.2M 0.65%
7,984
-237
32
$1.05M 0.57%
9,425
-374
33
$1.01M 0.55%
22,632
-8,836
34
$951K 0.51%
26,828
-507
35
$939K 0.51%
8,359
-8,152
36
$911K 0.49%
2,792
-1,248
37
$863K 0.47%
1,408
-117
38
$848K 0.46%
4,475
-123
39
$787K 0.43%
4,505
40
$731K 0.4%
8,472
-3,055
41
$715K 0.39%
8,498
-1,266
42
$677K 0.37%
13,599
-2,908
43
$651K 0.35%
13,462
44
$643K 0.35%
10,218
45
$623K 0.34%
28,872
-2,358
46
$614K 0.33%
7,227
-612
47
$605K 0.33%
24,874
-2,549
48
$596K 0.32%
21,078
-635
49
$584K 0.32%
11,803
-2,891
50
$571K 0.31%
6,418
-2,661
1
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