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
$210M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.33M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$7.81M
2
+$6.34M
3
+$6.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$370K 0.18%
3,709
-47
52
$349K 0.17%
4,841
-209
53
$335K 0.16%
2,606
-502
54
$320K 0.15%
7,228
-545
55
$298K 0.14%
10,884
+912
56
$291K 0.14%
+10,575
57
$283K 0.13%
4,233
-103
58
$254K 0.12%
4,347
-367
59
$244K 0.12%
5,945
-4,458
60
$244K 0.12%
2,202
+1,028
61
$207K 0.1%
1,487
+378
62
$200K 0.1%
1,767
+550
63
$199K 0.09%
4,570
+1,155
64
$197K 0.09%
8,206
-492
65
$196K 0.09%
4,122
+984
66
$168K 0.08%
2,017
-683
67
$158K 0.08%
6,922
+295
68
$157K 0.07%
426
-21,199
69
$152K 0.07%
3,436
-16
70
$125K 0.06%
1,601
-81
71
$116K 0.06%
6,468
-1,366
72
$112K 0.05%
+300
73
$111K 0.05%
13,405
-3,529
74
$110K 0.05%
2,168
+33
75
$103K 0.05%
3,854
-269
1 2
3
4 5