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
$163M
AUM Growth
-$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.09M
3
+$3.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.54M

Top Sells

1
+$17.3M
2
+$7.63M
3
+$1.72M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.51M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$757K

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$136K 0.08%
3,919
-335
52
$131K 0.08%
15,752
-2,174
53
$118K 0.07%
1,448
54
$87K 0.05%
3,653
+185
55
$85K 0.05%
1,618
-46
56
$71K 0.04%
644
-12
57
$62K 0.04%
1,138
+15
58
$52K 0.03%
2,815
-905
59
$36K 0.02%
1,421
-177
60
$35K 0.02%
326
+1
61
$34K 0.02%
321
-2
62
$26K 0.02%
340
63
$19K 0.01%
637
+1
64
$16K 0.01%
192
65
$15K 0.01%
147
66
$10K 0.01%
203
+11
67
$8K ﹤0.01%
82
-788
68
$7K ﹤0.01%
300
69
$6K ﹤0.01%
257
+12
70
$6K ﹤0.01%
500
71
$5K ﹤0.01%
400
72
$5K ﹤0.01%
100
73
$4K ﹤0.01%
50
74
$3K ﹤0.01%
300
75
$3K ﹤0.01%
300
1 2
3
4