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
$148M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.09M
3
+$4.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.1M

Top Sells

1
+$2.97M
2
+$1.9M
3
+$1.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.54M

Sector Composition

1 Technology 1.04%
2 Financials 0.48%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.3%
13,462
52
$441K 0.3%
5,644
+32
53
$427K 0.29%
14,053
-2,455
54
$427K 0.29%
+16,481
55
$412K 0.28%
13,661
-2,185
56
$409K 0.28%
3,984
-281
57
$396K 0.27%
8,933
+340
58
$388K 0.26%
4,937
-608
59
$382K 0.26%
1,418
-20
60
$378K 0.26%
9,094
-29,379
61
$376K 0.25%
4,644
-1,310
62
$376K 0.25%
16,962
+418
63
$374K 0.25%
2,180
-10,377
64
$372K 0.25%
2,565
+403
65
$357K 0.24%
16,091
-5,567
66
$345K 0.23%
7,792
+1,164
67
$332K 0.22%
1,051
68
$306K 0.21%
6,519
-404
69
$304K 0.2%
1,974
-37
70
$292K 0.2%
4,239
+29
71
$281K 0.19%
1,125
72
$274K 0.18%
+6,329
73
$265K 0.18%
2,376
74
$263K 0.18%
3,500
75
$259K 0.17%
3,439
+671
1 2
3
4