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
$194M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$262K
3
+$240K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MS icon
Morgan Stanley
MS
+$208K

Top Sells

1
+$6.08M
2
+$102K
3
+$97.8K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$77.6K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$70.7K

Sector Composition

1 Technology 1.19%
2 Financials 0.66%
3 Consumer Discretionary 0.32%
4 Industrials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$640K 0.33%
1,116
-82
52
$622K 0.32%
13,086
-1,183
53
$616K 0.32%
13,462
54
$605K 0.31%
9,944
-764
55
$596K 0.31%
4,500
56
$580K 0.3%
6,185
-414
57
$578K 0.3%
10,218
58
$571K 0.29%
5,922
+95
59
$481K 0.25%
1,412
60
$480K 0.25%
7,875
+24
61
$473K 0.24%
21,078
-1,052
62
$455K 0.23%
10,330
+140
63
$451K 0.23%
2,376
64
$438K 0.23%
9,697
-25
65
$430K 0.22%
1,000
66
$415K 0.21%
7,251
+115
67
$395K 0.2%
4,745
-117
68
$393K 0.2%
1,992
-12
69
$381K 0.2%
3,504
-79
70
$381K 0.2%
1,566
+32
71
$370K 0.19%
4,424
+39
72
$359K 0.18%
3,500
73
$358K 0.18%
1,922
74
$348K 0.18%
10,481
-1,276
75
$298K 0.15%
1,350
-11
1 2
3
4