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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4K ﹤0.01%
+224
77
$3K ﹤0.01%
+32
78
$3K ﹤0.01%
+66
79
$3K ﹤0.01%
+10
80
$3K ﹤0.01%
+40
81
$2K ﹤0.01%
+65
82
$2K ﹤0.01%
+100
83
$2K ﹤0.01%
+69
84
$2K ﹤0.01%
+34
85
$2K ﹤0.01%
+20
86
$2K ﹤0.01%
+40
87
$2K ﹤0.01%
+30
88
$2K ﹤0.01%
+27
89
$2K ﹤0.01%
+43
90
$2K ﹤0.01%
+23
91
$2K ﹤0.01%
+20
92
$2K ﹤0.01%
+40
93
$1K ﹤0.01%
+5
94
$1K ﹤0.01%
+5
95
$1K ﹤0.01%
+9
96
$1K ﹤0.01%
+10
97
$1K ﹤0.01%
+10
98
$1K ﹤0.01%
+60
99
$1K ﹤0.01%
17
-17,861
100
$1K ﹤0.01%
+20
2 3
4
5 6