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
$187M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.4M
3
+$10.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.38M

Top Sells

1
+$25.3M
2
+$15.3M
3
+$14.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.6M
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$9.81M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 2.29%
3 Financials 1.74%
4 Utilities 0.3%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$533K 0.29%
1,121
-5,048
52
$530K 0.28%
15,393
+14,073
53
$496K 0.27%
6,037
-10,925
54
$483K 0.26%
10,091
+1,158
55
$475K 0.25%
16,597
+2,936
56
$471K 0.25%
5,511
+1,569
57
$458K 0.25%
9,689
+3,170
58
$441K 0.24%
10,826
+9,260
59
$414K 0.22%
3,820
-28,381
60
$413K 0.22%
18,862
+13,218
61
$412K 0.22%
1,353
-82,910
62
$409K 0.22%
7,597
+5,380
63
$400K 0.21%
1,063
-15,028
64
$396K 0.21%
+4,826
65
$381K 0.2%
12,208
+7,023
66
$359K 0.19%
7,024
-2,161
67
$355K 0.19%
2,044
-12,009
68
$333K 0.18%
2,376
+1,140
69
$332K 0.18%
4,410
-13,703
70
$303K 0.16%
1,508
-33,435
71
$297K 0.16%
1,956
-2,544
72
$291K 0.16%
12,028
+8,044
73
$284K 0.15%
3,500
+300
74
$282K 0.15%
1,133
-59,662
75
$265K 0.14%
3,815
-210,483
1 2
3
4