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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$283K 0.12%
5,431
-1,561
77
$282K 0.12%
1,000
78
$279K 0.12%
10,268
+1,598
79
$242K 0.11%
9,135
+1,522
80
$224K 0.1%
3,200
81
$208K 0.09%
2,648
82
$195K 0.09%
2,000
83
$183K 0.08%
2,224
-22
84
$175K 0.08%
1,523
-572
85
$172K 0.08%
2,330
-31
86
$168K 0.07%
1,894
+188
87
$156K 0.07%
6,137
+5,608
88
$155K 0.07%
1,386
-243
89
$154K 0.07%
5,945
-37
90
$154K 0.07%
1,941
+1,778
91
$152K 0.07%
1,571
-91,162
92
$151K 0.07%
2,973
-24
93
$137K 0.06%
2,208
94
$134K 0.06%
1,820
95
$125K 0.05%
1,236
96
$124K 0.05%
6,043
-101,336
97
$119K 0.05%
4,151
-549
98
$118K 0.05%
600
99
$116K 0.05%
1,585
+600
100
$116K 0.05%
260
2 3
4
5 6