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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$376K 0.17%
5,046
+584
52
$374K 0.17%
+16,542
53
$364K 0.17%
4,969
+371
54
$349K 0.16%
4,500
55
$329K 0.15%
+7,108
56
$328K 0.15%
3,500
57
$321K 0.15%
5,427
-1,832
58
$317K 0.15%
6,890
+30
59
$285K 0.13%
2,794
+63
60
$282K 0.13%
9,822
-129
61
$262K 0.12%
2,873
+792
62
$258K 0.12%
2,376
63
$256K 0.12%
10,708
+2,236
64
$215K 0.1%
7,628
-3
65
$184K 0.08%
1,629
66
$179K 0.08%
995
+411
67
$177K 0.08%
4,390
-139,365
68
$172K 0.08%
3,676
+1,535
69
$171K 0.08%
1,512
-198
70
$167K 0.08%
2,332
+274
71
$161K 0.07%
1,846
+1,636
72
$159K 0.07%
1,961
+338
73
$154K 0.07%
2,648
74
$147K 0.07%
1,236
75
$145K 0.07%
1,820
-180
1 2
3
4 5