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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$143K 0.07%
3,168
77
$138K 0.06%
14,321
+1,618
78
$136K 0.06%
2,208
79
$133K 0.06%
4,716
+976
80
$128K 0.06%
2,505
+522
81
$123K 0.06%
2,373
+99
82
$114K 0.05%
2,142
-464
83
$114K 0.05%
2,557
-1,036
84
$85K 0.04%
2,000
85
$84K 0.04%
1,431
-70
86
$84K 0.04%
1,048
87
$81K 0.04%
1,348
-22
88
$73K 0.03%
900
-100
89
$70K 0.03%
794
-387
90
$70K 0.03%
500
91
$61K 0.03%
1,926
-714,007
92
$58K 0.03%
560
93
$56K 0.03%
800
94
$56K 0.03%
1,050
+455
95
$54K 0.02%
477
96
$51K 0.02%
294
97
$49K 0.02%
900
+1
98
$46K 0.02%
1,500
+3
99
$38K 0.02%
100
100
$36K 0.02%
444
2 3
4
5 6