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
$156M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$385K
3
+$172K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$156K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$93K

Top Sells

1
+$3.65M
2
+$1.12M
3
+$1.07M
4
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.05M
5
QLV icon
FlexShares US Quality Low Volatility Index Fund
QLV
+$926K

Sector Composition

1 Technology 0.96%
2 Financials 0.48%
3 Utilities 0.34%
4 Industrials 0.32%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$501K 0.32%
1,224
+29
52
$495K 0.32%
4,500
53
$494K 0.32%
9,367
-434
54
$488K 0.31%
17,216
+204
55
$485K 0.31%
13,462
56
$469K 0.3%
5,696
+56
57
$454K 0.29%
5,628
+142
58
$448K 0.29%
9,119
+527
59
$394K 0.25%
1,559
-114
60
$381K 0.24%
2,508
-45
61
$372K 0.24%
17,080
+506
62
$347K 0.22%
7,121
-140
63
$325K 0.21%
2,773
-140
64
$324K 0.21%
12,044
-1,103
65
$318K 0.2%
3,500
66
$313K 0.2%
4,377
-180
67
$305K 0.2%
2,663
+55
68
$303K 0.19%
1,051
69
$297K 0.19%
6,718
-595
70
$292K 0.19%
3,019
-102
71
$286K 0.18%
4,225
+494
72
$266K 0.17%
3,200
73
$264K 0.17%
2,006
+188
74
$263K 0.17%
2,376
75
$244K 0.16%
1,365
-30
1 2
3
4 5