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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$585K 0.27%
6,518
-333
52
$580K 0.27%
15,938
+7,881
53
$571K 0.27%
6,337
+1,880
54
$557K 0.26%
7,685
-485
55
$555K 0.26%
4,500
56
$543K 0.25%
2,185
+1,049
57
$481K 0.23%
15,600
+3,504
58
$474K 0.22%
4,002
+150
59
$470K 0.22%
1,308
+45
60
$465K 0.22%
5,651
+433
61
$463K 0.22%
5,465
-41
62
$444K 0.21%
15,688
+5,747
63
$439K 0.21%
5,707
+13
64
$438K 0.21%
4,498
+2,545
65
$436K 0.2%
4,949
+1,785
66
$406K 0.19%
13,681
+645
67
$401K 0.19%
2,460
+2,040
68
$379K 0.18%
3,698
+786
69
$369K 0.17%
4,741
+175
70
$354K 0.17%
14,048
+386
71
$349K 0.16%
3,500
72
$338K 0.16%
2,175
-163
73
$336K 0.16%
5,906
+1,836
74
$334K 0.16%
6,365
-50
75
$329K 0.15%
4,427
+639
1 2
3
4 5