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
$147M
AUM Growth
-$8.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$4.9M
2
+$4.61M
3
+$3.08M
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.48M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.47M

Top Sells

1
+$5.6M
2
+$5.59M
3
+$5M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2.92M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M

Sector Composition

1 Technology 1.18%
2 Financials 0.48%
3 Industrials 0.39%
4 Utilities 0.2%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$519K 0.35%
16,508
-708
52
$511K 0.35%
21,658
-2,509
53
$491K 0.33%
6,547
-4,409
54
$490K 0.33%
15,846
-3,562
55
$483K 0.33%
5,954
-4,495
56
$481K 0.33%
1,085
-139
57
$460K 0.31%
5,545
-83
58
$455K 0.31%
4,265
-2,891
59
$447K 0.3%
5,612
-84
60
$445K 0.3%
13,462
61
$421K 0.29%
8,593
-526
62
$407K 0.28%
1,438
-121
63
$366K 0.25%
16,544
-536
64
$358K 0.24%
1,051
65
$341K 0.23%
6,923
-198
66
$329K 0.22%
2,162
+156
67
$324K 0.22%
2,011
-497
68
$318K 0.22%
4,712
+487
69
$306K 0.21%
6,628
-90
70
$305K 0.21%
4,210
-167
71
$304K 0.21%
2,639
-2,012
72
$295K 0.2%
2,604
-169
73
$295K 0.2%
3,500
74
$294K 0.2%
1,125
-45
75
$288K 0.2%
10,860
-1,184
1 2
3
4