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
$210M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.33M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$7.81M
2
+$6.34M
3
+$6.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$99K 0.05%
1,949
-127
77
$93K 0.04%
1,137
+289
78
$89K 0.04%
2,760
-607
79
$84K 0.04%
1,686
-44
80
$78K 0.04%
2,712
-154
81
$77K 0.04%
2,388
-507
82
$70K 0.03%
644
-6,120
83
$69K 0.03%
+600
84
$62K 0.03%
1,973
-794
85
$55K 0.03%
+2,212
86
$52K 0.02%
323
+72
87
$50K 0.02%
495
-45
88
$46K 0.02%
867
89
$44K 0.02%
294
90
$42K 0.02%
560
91
$41K 0.02%
+1,822
92
$35K 0.02%
336
-1
93
$31K 0.01%
+400
94
$29K 0.01%
555
-627
95
$27K 0.01%
+400
96
$22K 0.01%
205
-25
97
$21K 0.01%
546
+1
98
$18K 0.01%
165
99
$18K 0.01%
300
-50
100
$18K 0.01%
98
1 2 3
4
5