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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$271K 0.11%
1,000
77
$269K 0.11%
2,640
-1,673
78
$266K 0.11%
3,515
-909
79
$245K 0.1%
+1,441
80
$244K 0.1%
2,095
-1,347
81
$241K 0.1%
8,670
+957
82
$220K 0.09%
3,200
83
$216K 0.09%
4,861
+1,470
84
$204K 0.08%
+1,734
85
$202K 0.08%
7,613
+1,332
86
$194K 0.08%
2,648
87
$186K 0.08%
2,246
-36,851
88
$183K 0.07%
2,000
89
$180K 0.07%
1,629
90
$172K 0.07%
2,361
-54
91
$155K 0.06%
1,706
-1,507
92
$152K 0.06%
5,982
-861
93
$152K 0.06%
2,997
-490
94
$148K 0.06%
+1,313
95
$138K 0.06%
4,700
-727
96
$135K 0.05%
1,820
97
$134K 0.05%
2,208
98
$132K 0.05%
600
99
$129K 0.05%
1,236
100
$122K 0.05%
260
2 3
4
5 6