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
$200M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.7M
3
+$4.14M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.44M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.32M

Top Sells

1
+$6.63M
2
+$4.79M
3
+$4.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$874K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$685K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.15%
+6,528
52
$294K 0.15%
3,392
+367
53
$291K 0.15%
+12,534
54
$208K 0.1%
6,824
-20
55
$207K 0.1%
3,944
-58
56
$183K 0.09%
6,072
+124
57
$167K 0.08%
1,915
+577
58
$165K 0.08%
+4,238
59
$149K 0.07%
1,735
+287
60
$144K 0.07%
+1,296
61
$131K 0.07%
+1,402
62
$124K 0.06%
1,120
+1,039
63
$114K 0.06%
2,279
+445
64
$114K 0.06%
8,055
-582
65
$113K 0.06%
2,130
+442
66
$103K 0.05%
364
-16,933
67
$103K 0.05%
+3,964
68
$99K 0.05%
1,450
+1,394
69
$91K 0.05%
+2,323
70
$90K 0.05%
+1,442
71
$76K 0.04%
900
-253
72
$72K 0.04%
646
-2
73
$69K 0.03%
2,724
+737
74
$68K 0.03%
+937
75
$64K 0.03%
1,124
-5
1 2
3
4 5