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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$426K 0.21%
12,966
-2,972
52
$424K 0.21%
4,500
53
$402K 0.2%
14,495
+814
54
$397K 0.2%
5,390
+441
55
$395K 0.2%
17,349
+1,661
56
$373K 0.19%
2,691
+516
57
$358K 0.18%
2,973
-4,599
58
$342K 0.17%
2,903
+1,370
59
$339K 0.17%
3,609
-393
60
$336K 0.17%
3,500
61
$333K 0.17%
3,633
-65
62
$324K 0.16%
14,162
+114
63
$319K 0.16%
2,153
-49,016
64
$307K 0.15%
12,921
-2,679
65
$307K 0.15%
6,728
+363
66
$301K 0.15%
2,376
67
$296K 0.15%
1,317
+9
68
$293K 0.15%
5,430
+3,709
69
$290K 0.15%
4,566
-175
70
$270K 0.14%
1,051
+51
71
$270K 0.14%
11,285
-580
72
$267K 0.13%
5,271
+4,213
73
$258K 0.13%
4,073
-354
74
$248K 0.12%
1,435
+103
75
$232K 0.12%
2,899
-317
1 2
3
4 5