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
$200M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.7M
3
+$4.14M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.44M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.32M

Top Sells

1
+$6.63M
2
+$4.79M
3
+$4.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$874K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$685K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$52K 0.03%
1,637
-265
77
$48K 0.02%
+1,525
78
$41K 0.02%
+1,382
79
$36K 0.02%
324
-1
80
$34K 0.02%
321
81
$28K 0.01%
340
82
$22K 0.01%
+409
83
$21K 0.01%
647
+5
84
$19K 0.01%
+767
85
$19K 0.01%
+276
86
$17K 0.01%
192
87
$16K 0.01%
147
88
$12K 0.01%
226
+3
89
$8K ﹤0.01%
300
90
$7K ﹤0.01%
268
+9
91
$7K ﹤0.01%
500
92
$5K ﹤0.01%
400
93
$5K ﹤0.01%
50
94
$5K ﹤0.01%
100
95
$3K ﹤0.01%
100
96
$3K ﹤0.01%
41
97
$3K ﹤0.01%
300
98
$3K ﹤0.01%
300
99
$2K ﹤0.01%
19
-9
100
$2K ﹤0.01%
20
1 2 3
4
5