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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$368K 0.18%
8,218
+3,392
52
$350K 0.17%
5,599
+161
53
$337K 0.17%
4,272
-56
54
$335K 0.17%
5,267
+290
55
$320K 0.16%
3,930
+39
56
$314K 0.16%
9,417
+151
57
$310K 0.15%
3,234
+47
58
$308K 0.15%
2,736
+187
59
$306K 0.15%
6,646
-211
60
$295K 0.15%
13,548
+3,636
61
$287K 0.14%
4,500
62
$286K 0.14%
3,866
-172
63
$286K 0.14%
3,500
64
$283K 0.14%
12,086
+368
65
$282K 0.14%
3,909
+7
66
$275K 0.14%
1,834
+94
67
$232K 0.12%
2,277
+264
68
$224K 0.11%
2,376
69
$210K 0.1%
1,000
+500
70
$198K 0.1%
+3,610
71
$196K 0.1%
+4,223
72
$187K 0.09%
1,685
+14
73
$184K 0.09%
2,648
74
$177K 0.09%
2,137
+48
75
$165K 0.08%
5,552
-1,056
1 2
3
4 5