IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$211K
3
+$13.2K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.42K

Top Sells

1
+$2.77M
2
+$2.74M
3
+$2.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.69M

Sector Composition

1 Financials 0.8%
2 Industrials 0.43%
3 Utilities 0.33%
4 Technology 0.28%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.28%
4,153
-1,162
52
$510K 0.28%
2,376
53
$507K 0.27%
7,041
-2,371
54
$476K 0.26%
4,728
-1,176
55
$458K 0.25%
687
-351
56
$433K 0.23%
8,832
-767
57
$429K 0.23%
6,601
-872
58
$427K 0.23%
8,970
-6,674
59
$394K 0.21%
3,500
60
$378K 0.2%
4,049
-346
61
$360K 0.19%
3,382
-8
62
$334K 0.18%
1,615
-135
63
$331K 0.18%
3,906
+76
64
$331K 0.18%
1,506
-425
65
$330K 0.18%
3,974
-324
66
$329K 0.18%
14,603
-5,995
67
$323K 0.17%
7,210
-5,266
68
$318K 0.17%
2,003
69
$296K 0.16%
1,223
-122
70
$292K 0.16%
9,220
-244
71
$262K 0.14%
505
-501
72
$257K 0.14%
1,011
-7,096
73
$254K 0.14%
3,815
+202
74
$244K 0.13%
+1,003
75
$230K 0.12%
1,906
-12
1 2
3
4