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
$181M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.2M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.47M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.84M

Top Sells

1
+$1.12B
2
+$31.9M
3
+$30M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.45M

Sector Composition

1 Technology 1.01%
2 Financials 0.56%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$630K 0.35%
10,571
-10,534
52
$603K 0.33%
4,500
+2,544
53
$602K 0.33%
13,462
+6,719
54
$589K 0.33%
6,797
-12,065
55
$548K 0.3%
5,897
-82,083
56
$540K 0.3%
10,218
-55,756
57
$521K 0.29%
5,505
-32,386
58
$503K 0.28%
22,800
+16,763
59
$470K 0.26%
10,448
-6,374
60
$467K 0.26%
8,040
-12,655
61
$452K 0.25%
1,423
-770
62
$432K 0.24%
1,026
-71,200
63
$421K 0.23%
3,914
-8,114
64
$411K 0.23%
2,376
+408
65
$402K 0.22%
9,503
-588
66
$391K 0.22%
4,781
-124,812
67
$388K 0.21%
12,043
-4,554
68
$376K 0.21%
7,047
-2,642
69
$375K 0.21%
2,006
-15,577
70
$347K 0.19%
1,922
-2,904
71
$346K 0.19%
4,337
-29,534
72
$341K 0.19%
+1,657
73
$301K 0.17%
3,500
-2,153
74
$286K 0.16%
1,359
-14,034
75
$286K 0.16%
2,176
-856
1 2
3
4