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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$554K 0.23%
12,933
-1,475
52
$498K 0.21%
5,714
+5,500
53
$477K 0.2%
6,248
+580
54
$462K 0.19%
3,295
+195
55
$456K 0.19%
14,016
+100
56
$450K 0.19%
5,909
-1,897
57
$417K 0.17%
4,500
58
$404K 0.17%
1,831
+111
59
$403K 0.17%
2,852
+243
60
$396K 0.17%
4,313
+163
61
$393K 0.16%
3,442
-613
62
$378K 0.16%
9,834
-5,761
63
$375K 0.16%
2,883
+554
64
$375K 0.16%
4,945
-102
65
$370K 0.16%
6,704
+260
66
$356K 0.15%
3,832
+624
67
$351K 0.15%
14,914
+2,652
68
$347K 0.15%
7,072
+1,539
69
$324K 0.14%
12,123
-3,212
70
$323K 0.14%
4,424
-982
71
$302K 0.13%
3,312
-31
72
$296K 0.12%
3,500
73
$281K 0.12%
1,263
74
$277K 0.12%
3,213
-862
75
$273K 0.11%
2,376
1 2
3
4 5