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
$189M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$473K
3
+$394K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$388K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$372K

Top Sells

1
+$633K
2
+$538K
3
+$384K
4
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$337K
5
SLV icon
iShares Silver Trust
SLV
+$224K

Sector Composition

1 Technology 1.15%
2 Financials 0.68%
3 Industrials 0.37%
4 Consumer Discretionary 0.33%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$588K 0.31%
1,050
-23
52
$577K 0.3%
10,218
53
$568K 0.3%
13,462
54
$568K 0.3%
11,940
-453
55
$549K 0.29%
9,540
-124
56
$534K 0.28%
6,205
+208
57
$492K 0.26%
2,376
58
$473K 0.25%
+21,809
59
$468K 0.25%
20,929
-427
60
$457K 0.24%
7,599
+12
61
$444K 0.23%
1,362
+14
62
$429K 0.23%
9,428
-391
63
$416K 0.22%
7,504
-143
64
$382K 0.2%
3,500
65
$381K 0.2%
4,606
-65
66
$379K 0.2%
1,988
-1
67
$375K 0.2%
1,000
68
$366K 0.19%
1,922
69
$363K 0.19%
3,446
-32
70
$359K 0.19%
4,390
-53
71
$359K 0.19%
3,200
72
$329K 0.17%
10,713
+76
73
$272K 0.14%
3,489
+32
74
$268K 0.14%
1,345
-2
75
$261K 0.14%
3,307
-47
1 2
3
4