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
$191M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$487K
3
+$308K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$284K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$235K

Top Sells

1
+$1.06M
2
+$607K
3
+$463K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$228K
5
DVY icon
iShares Select Dividend ETF
DVY
+$224K

Sector Composition

1 Technology 1.28%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$633K 0.33%
7,033
-44
52
$629K 0.33%
1,073
-43
53
$625K 0.33%
15,473
-132
54
$585K 0.31%
10,218
55
$577K 0.3%
9,664
-280
56
$569K 0.3%
6,091
-94
57
$506K 0.27%
1,348
-64
58
$505K 0.26%
5,997
+75
59
$491K 0.26%
7,587
-288
60
$480K 0.25%
21,356
+278
61
$458K 0.24%
2,376
62
$422K 0.22%
1,922
63
$422K 0.22%
1,000
64
$420K 0.22%
9,819
-511
65
$404K 0.21%
1,000
66
$399K 0.21%
7,647
+396
67
$384K 0.2%
1,586
+20
68
$383K 0.2%
4,671
-74
69
$380K 0.2%
1,989
-3
70
$371K 0.19%
3,478
-26
71
$337K 0.18%
8,333
-1,364
72
$336K 0.18%
4,443
+19
73
$334K 0.18%
10,637
+156
74
$323K 0.17%
3,500
75
$306K 0.16%
1,972
-9
1 2
3
4