IFA
Interactive Financial Advisors Portfolio holdings
AUM $189M
AUM
$189M
AUM Growth
-$1.5M (-0.8%)
Cap. Flow
+$3.15M
Cap. Flow % of AUM
1.67%
Top 10 Holdings %Top 10 Hldgs %
52.33%
Holding
88
New
2
Increased
31
Reduced
40
Closed
4
Top Buys
| 1 | $604K | |
| 2 | $473K | |
| 3 | $394K | |
| 4 | $388K | |
| 5 | $372K |
Top Sells
| 1 | $538K | |
| 2 | $104K | |
| 3 | $85.3K | |
| 4 | $67.3K | |
| 5 | $55K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $588K | 0.31% | 1,050 -23 | -2% | -$12.9K | |||
| $577K | 0.3% | 10,218 | – | – | |||
| $568K | 0.3% | 13,462 | – | – | |||
| $568K | 0.3% | 11,940 -453 | -4% | -$21.6K | |||
| $549K | 0.29% | 9,540 -124 | -1% | -$7.14K | |||
| $534K | 0.28% | 6,205 +208 | +3% | +$17.9K | |||
| $492K | 0.26% | 2,376 | – | – | |||
| $473K | 0.25% | 21,809 | New | +$473K | |||
| $468K | 0.25% | 20,929 -427 | -2% | -$9.54K | |||
| $457K | 0.24% | 7,599 +12 | +0.2% | +$722 | |||
| $444K | 0.23% | 1,362 +14 | +1% | +$4.56K | |||
| $429K | 0.23% | 9,428 -391 | -4% | -$17.8K | |||
| $416K | 0.22% | 7,504 -143 | -2% | -$7.93K | |||
| $382K | 0.2% | 3,500 | – | – | |||
| $381K | 0.2% | 4,606 -65 | -1% | -$5.38K | |||
| $379K | 0.2% | 1,988 -1 | -0.1% | -$191 | |||
| $375K | 0.2% | 1,000 | – | – | |||
| $366K | 0.19% | 1,922 | – | – | |||
| $363K | 0.19% | 3,446 -32 | -0.9% | -$3.37K | |||
| $359K | 0.19% | 4,390 -53 | -1% | -$4.33K | |||
| $359K | 0.19% | 3,200 | – | – | |||
| $329K | 0.17% | 10,713 +76 | +0.7% | +$2.34K | |||
| $272K | 0.14% | 3,489 +32 | +0.9% | +$2.49K | |||
| $268K | 0.14% | 1,345 -2 | -0.2% | -$399 | |||
| $261K | 0.14% | 3,307 -47 | -1% | -$3.71K |
