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
$163M
AUM Growth
-$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.09M
3
+$3.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.54M

Top Sells

1
+$17.3M
2
+$7.63M
3
+$1.72M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.51M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$757K

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
41
77
$3K ﹤0.01%
56
-322,922
78
$3K ﹤0.01%
100
79
$3K ﹤0.01%
28
-28
80
$2K ﹤0.01%
20
81
$1K ﹤0.01%
9
82
$1K ﹤0.01%
16
83
$1K ﹤0.01%
25
84
$1K ﹤0.01%
19
85
$1K ﹤0.01%
16
86
– –
-16
87
– –
-1,124
88
$0 ﹤0.01%
3
89
– –
-1
90
– –
-1,272
91
– –
-327
92
– –
-1,633
93
$0 ﹤0.01%
11
94
– –
-1,075
95
– –
-923
96
– –
-1,174
97
– –
-16
98
– –
-304
99
– –
-900
1 2 3
4