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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$286K 0.11%
9,941
+3,804
77
$280K 0.11%
2,376
78
$273K 0.1%
10,236
+1,101
79
$253K 0.1%
2,724
-308
80
$249K 0.1%
2,668
+20
81
$247K 0.09%
4,457
-974
82
$232K 0.09%
3,200
83
$213K 0.08%
1,953
-38,223
84
$196K 0.07%
2,000
85
$191K 0.07%
2,284
-46
86
$186K 0.07%
1,892
-2
87
$186K 0.07%
1,521
-2
88
$169K 0.06%
706
+446
89
$166K 0.06%
1,386
90
$164K 0.06%
2,024
-200
91
$162K 0.06%
6,215
+270
92
$159K 0.06%
3,140
+167
93
$154K 0.06%
1,073
+1,053
94
$152K 0.06%
2,273
+65
95
$150K 0.06%
1,820
96
$149K 0.06%
590
-10
97
$145K 0.06%
1,236
98
$142K 0.05%
+683
99
$139K 0.05%
2,459
+1,189
100
$125K 0.05%
1,585
2 3
4
5 6