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
+$577K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.51M
3
+$420K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$137K
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$119K

Top Sells

1
+$3.27M
2
+$2.91M
3
+$1.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$537K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$225K

Sector Composition

1 Technology 1.19%
2 Financials 0.5%
3 Industrials 0.33%
4 Consumer Discretionary 0.2%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$627K 0.35%
14,269
+425
52
$596K 0.33%
4,500
53
$574K 0.32%
15,513
-361
54
$558K 0.31%
6,599
-198
55
$541K 0.3%
10,218
56
$534K 0.29%
13,462
57
$515K 0.28%
5,827
-70
58
$508K 0.28%
5,531
+26
59
$494K 0.27%
22,130
-670
60
$448K 0.25%
10,190
-258
61
$447K 0.25%
1,000
-26
62
$441K 0.24%
1,412
-11
63
$432K 0.24%
7,851
-189
64
$397K 0.22%
4,862
+81
65
$384K 0.21%
9,722
+219
66
$382K 0.21%
3,583
-331
67
$379K 0.21%
2,376
68
$379K 0.21%
7,136
+89
69
$371K 0.2%
1,922
70
$371K 0.2%
11,757
-286
71
$365K 0.2%
2,004
-2
72
$344K 0.19%
4,385
+48
73
$330K 0.18%
1,534
-123
74
$307K 0.17%
3,500
75
$281K 0.16%
2,035
-141
1 2
3
4