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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$580K 0.25%
3,946
+617
52
$563K 0.25%
25,484
-9,811
53
$531K 0.23%
13,674
-4,558
54
$496K 0.22%
8,423
-328
55
$480K 0.21%
3,408
+152
56
$475K 0.21%
14,232
+1,320
57
$471K 0.21%
13,042
+142
58
$433K 0.19%
5,691
+3
59
$427K 0.19%
12,961
+1,339
60
$423K 0.18%
5,489
-108
61
$405K 0.18%
9,564
+440
62
$403K 0.18%
4,500
63
$352K 0.15%
4,518
+38
64
$348K 0.15%
6,287
+5
65
$348K 0.15%
8,049
+3,188
66
$341K 0.15%
2,235
-209
67
$326K 0.14%
1,263
68
$324K 0.14%
3,703
-652
69
$320K 0.14%
6,745
+6,305
70
$316K 0.14%
1,444
-111
71
$302K 0.13%
2,376
72
$290K 0.13%
3,854
+339
73
$286K 0.12%
3,032
-7
74
$285K 0.12%
2,961
-25
75
$284K 0.12%
3,500
1 2
3
4 5