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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$63K 0.04%
1,043
-12
52
$44K 0.03%
999
-15
53
$42K 0.02%
547
-90
54
$41K 0.02%
1,124
+51
55
$38K 0.02%
612
-72
56
$37K 0.02%
338
+3
57
$23K 0.01%
219
+2
58
$21K 0.01%
+833
59
$18K 0.01%
512
-153
60
$18K 0.01%
340
61
$14K 0.01%
398
+13
62
$11K 0.01%
222
-320
63
$11K 0.01%
658
-129
64
$10K 0.01%
90
+2
65
$9K 0.01%
101
-4
66
$7K ﹤0.01%
+77
67
$6K ﹤0.01%
52
+16
68
$6K ﹤0.01%
400
69
$5K ﹤0.01%
51
+26
70
$5K ﹤0.01%
48
-1
71
$4K ﹤0.01%
+45
72
$4K ﹤0.01%
+45
73
$4K ﹤0.01%
104
74
$4K ﹤0.01%
+168
75
$4K ﹤0.01%
+14
1 2
3
4 5