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
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$23.4M
3
+$14.5M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$12.1M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$10.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4K ﹤0.01%
+124
52
$4K ﹤0.01%
+82
53
$4K ﹤0.01%
+37
54
$2K ﹤0.01%
+17
55
$2K ﹤0.01%
+18
56
$2K ﹤0.01%
+28
57
$1K ﹤0.01%
+20
1 2
3