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
$170M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$863K
3
+$376K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$323K
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$272K

Top Sells

1
+$3.57M
2
+$336K
3
+$185K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$153K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$151K

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
$40K 0.02%
1,073
+105
52
$34K 0.02%
335
+3
53
$26K 0.02%
665
+36
54
$25K 0.01%
542
+21
55
$23K 0.01%
217
-3
56
$19K 0.01%
340
57
$15K 0.01%
787
+34
58
$13K 0.01%
385
+3
59
$10K 0.01%
105
-9
60
$9K 0.01%
88
61
$6K ﹤0.01%
400
62
$5K ﹤0.01%
49
-9
63
$4K ﹤0.01%
36
64
$4K ﹤0.01%
64
-18
65
$4K ﹤0.01%
104
-20
66
$2K ﹤0.01%
25
-1
67
$1K ﹤0.01%
20
1 2
3