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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$604K 0.23%
4,069
+123
52
$586K 0.22%
1,741
-8,429
53
$538K 0.21%
8,170
-253
54
$522K 0.2%
3,852
+444
55
$500K 0.19%
10,875
+2,826
56
$469K 0.18%
4,500
57
$454K 0.17%
5,218
+1,515
58
$454K 0.17%
5,506
+17
59
$445K 0.17%
1,263
60
$436K 0.17%
9,636
+72
61
$430K 0.16%
5,694
+3
62
$430K 0.16%
13,036
+75
63
$366K 0.14%
2,338
+103
64
$359K 0.14%
4,566
+48
65
$357K 0.14%
6,415
+128
66
$340K 0.13%
12,096
+1,828
67
$336K 0.13%
1,000
68
$320K 0.12%
1,437
-7
69
$319K 0.12%
13,662
+620
70
$318K 0.12%
8,057
-5,617
71
$316K 0.12%
5,522
+5,474
72
$311K 0.12%
3,500
73
$309K 0.12%
2,912
-49
74
$291K 0.11%
3,788
-66
75
$287K 0.11%
3,164
+1,223
1 2
3
4 5