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
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$143K 0.06%
1,820
77
$141K 0.06%
2,208
78
$131K 0.06%
2,567
+62
79
$129K 0.06%
4,822
+106
80
$127K 0.06%
2,538
-19
81
$124K 0.06%
2,175
+33
82
$114K 0.05%
2,217
-156
83
$113K 0.05%
6,765
-133,698
84
$110K 0.05%
+920
85
$102K 0.05%
2,000
86
$99K 0.04%
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87
$92K 0.04%
673
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88
$91K 0.04%
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89
$85K 0.04%
+227
90
$82K 0.04%
1,392
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91
$81K 0.04%
+969
92
$79K 0.04%
500
93
$79K 0.04%
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94
$76K 0.03%
900
95
$75K 0.03%
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96
$74K 0.03%
+1,606
97
$70K 0.03%
837
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98
$69K 0.03%
1,180
-168
99
$66K 0.03%
560
100
$65K 0.03%
+2,136
2 3
4
5 6