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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$315K 0.16%
9,259
+51
52
$314K 0.15%
3,891
+2,757
53
$305K 0.15%
+9,266
54
$303K 0.15%
3,187
-211
55
$303K 0.15%
4,977
+30
56
$296K 0.15%
6,857
-175
57
$280K 0.14%
4,038
-328
58
$279K 0.14%
3,500
59
$276K 0.14%
2,549
+16
60
$276K 0.14%
11,718
+142
61
$274K 0.14%
4,500
62
$263K 0.13%
+3,902
63
$249K 0.12%
1,740
+53
64
$230K 0.11%
2,376
65
$212K 0.1%
+9,912
66
$209K 0.1%
+4,826
67
$199K 0.1%
5,263
+819
68
$191K 0.09%
6,608
-63
69
$187K 0.09%
2,013
+1,811
70
$183K 0.09%
+1,671
71
$173K 0.09%
2,089
+21
72
$171K 0.08%
4,312
+2,803
73
$160K 0.08%
3,092
-16
74
$159K 0.08%
2,648
75
$149K 0.07%
1,629
1 2
3
4 5