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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$142K 0.07%
5,154
+12
77
$140K 0.07%
2,770
+32
78
$135K 0.07%
+10,111
79
$121K 0.06%
+1,700
80
$117K 0.06%
1,820
81
$114K 0.06%
2,208
82
$110K 0.05%
1,236
83
$107K 0.05%
+8,721
84
$102K 0.05%
500
85
$97K 0.05%
2,000
86
$86K 0.04%
1,753
-2
87
$83K 0.04%
1,689
-342
88
$82K 0.04%
+819
89
$77K 0.04%
+1,977
90
$77K 0.04%
1,048
91
$72K 0.04%
1,307
-262
92
$68K 0.03%
+1,854
93
$63K 0.03%
+250
94
$63K 0.03%
+655
95
$61K 0.03%
+716
96
$61K 0.03%
+893
97
$60K 0.03%
558
+501
98
$59K 0.03%
+183
99
$58K 0.03%
1,240
-126
100
$58K 0.03%
1,150
2 3
4
5 6