IFA
Interactive Financial Advisors Portfolio holdings
AUM $189M
AUM
$189M
AUM Growth
-$1.5M (-0.8%)
Cap. Flow
+$3.15M
Cap. Flow % of AUM
1.67%
Top 10 Holdings %Top 10 Hldgs %
52.33%
Holding
88
New
2
Increased
31
Reduced
40
Closed
4
Top Buys
| 1 | $604K | |
| 2 | $473K | |
| 3 | $394K | |
| 4 | $388K | |
| 5 | $372K |
Top Sells
| 1 | $538K | |
| 2 | $104K | |
| 3 | $85.3K | |
| 4 | $67.3K | |
| 5 | $55K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $259K | 0.14% | 1,000 | – | – | |||
| $248K | 0.13% | 1,669 -303 | -15% | -$45K | |||
| $247K | 0.13% | 1,476 | – | – | |||
| $237K | 0.12% | 8,676 -93 | -1% | -$2.54K | |||
| $233K | 0.12% | 2,000 | – | – | |||
| $232K | 0.12% | 4,543 -56 | -1% | -$2.86K | |||
| $220K | 0.12% | 1,863 -34 | -2% | -$4.02K | |||
| $218K | 0.12% | 9,457 +281 | +3% | +$6.47K | |||
| $203K | 0.11% | 2,208 | New | +$203K | |||
| $0 | 0% | 0 -8,333 | Closed | – | |||
| $0 | 0% | 0 -1,586 | Closed | – | |||
| $0 | 0% | 0 -8,496 | Closed | – | |||
| $0 | 0% | 0 -7,033 | Closed | – |
