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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$717K 0.29%
18,232
+8,398
52
$690K 0.28%
14,916
-8,730
53
$522K 0.21%
8,751
-1,883
54
$489K 0.2%
3,329
+34
55
$483K 0.2%
1,129
-309
56
$468K 0.19%
3,256
+373
57
$438K 0.18%
5,597
-651
58
$435K 0.18%
12,912
-1,104
59
$433K 0.18%
5,688
-221
60
$402K 0.16%
9,124
-3,809
61
$398K 0.16%
4,500
62
$386K 0.16%
11,622
+3,869
63
$383K 0.16%
4,355
-1,359
64
$377K 0.15%
6,992
-80
65
$363K 0.15%
688
-1,999
66
$361K 0.15%
2,444
-408
67
$361K 0.15%
6,282
-422
68
$357K 0.15%
1,555
-276
69
$353K 0.14%
4,480
-465
70
$310K 0.13%
2,376
71
$303K 0.12%
12,900
-2,014
72
$296K 0.12%
3,500
73
$289K 0.12%
3,039
-793
74
$289K 0.12%
2,986
-326
75
$286K 0.12%
1,263
1 2
3
4 5