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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$248K 0.1%
7,753
-2,054
77
$246K 0.1%
39,097
+36,952
78
$236K 0.1%
1,000
79
$213K 0.09%
1,470
-33,637
80
$207K 0.09%
3,200
81
$206K 0.09%
7,713
+2,600
82
$200K 0.08%
2,648
83
$185K 0.08%
1,629
84
$177K 0.07%
3,487
+615
85
$176K 0.07%
6,843
+1,236
86
$165K 0.07%
6,281
+1,429
87
$158K 0.07%
5,427
+494
88
$157K 0.07%
2,415
-1
89
$155K 0.07%
2,000
90
$146K 0.06%
3,088
+1,859
91
$143K 0.06%
3,391
+1,287
92
$137K 0.06%
2,208
93
$132K 0.06%
600
+200
94
$130K 0.05%
1,820
95
$130K 0.05%
1,236
96
$128K 0.05%
+1,551
97
$126K 0.05%
960
+515
98
$123K 0.05%
983
+908
99
$114K 0.05%
740
-10,380
100
$109K 0.05%
1,442
+99
2 3
4
5 6