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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$159K 0.08%
1,629
77
$147K 0.07%
4,899
-364
78
$144K 0.07%
2,848
+78
79
$143K 0.07%
5,375
+221
80
$143K 0.07%
2,472
-620
81
$133K 0.07%
+3,124
82
$120K 0.06%
2,208
83
$114K 0.06%
1,820
84
$103K 0.05%
603
-42,594
85
$103K 0.05%
+260
86
$97K 0.05%
+977
87
$97K 0.05%
2,000
88
$89K 0.04%
1,236
89
$86K 0.04%
1,459
-294
90
$84K 0.04%
806
-13
91
$83K 0.04%
1,048
92
$78K 0.04%
1,502
-187
93
$78K 0.04%
5,990
-2,731
94
$77K 0.04%
1,942
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95
$72K 0.04%
1,314
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96
$70K 0.03%
694
+39
97
$65K 0.03%
193
+10
98
$64K 0.03%
4,080
-6,031
99
$61K 0.03%
694
-22
100
$59K 0.03%
1,152
+2
2 3
4
5 6