IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.2M
3
+$3.12M
4
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$1.12M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M

Top Sells

1
+$13.6M
2
+$8.35M
3
+$7.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.78M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.15%
4,427
+639
77
$308K 0.14%
1,000
78
$297K 0.14%
11,865
+1,629
79
$284K 0.13%
3,216
+492
80
$273K 0.13%
1,332
-105
81
$259K 0.12%
2,954
+930
82
$224K 0.1%
2,648
-20
83
$201K 0.09%
1,236
84
$196K 0.09%
1,533
+12
85
$190K 0.09%
3,200
86
$190K 0.09%
1,998
+106
87
$183K 0.09%
1,386
88
$175K 0.08%
2,000
89
$174K 0.08%
2,284
90
$173K 0.08%
3,829
+689
91
$166K 0.08%
3,081
+622
92
$161K 0.08%
590
93
$160K 0.07%
2,208
-65
94
$160K 0.07%
5,694
-521
95
$145K 0.07%
1,820
96
$139K 0.07%
3,795
+2,774
97
$136K 0.06%
+5,232
98
$135K 0.06%
1,585
99
$129K 0.06%
3,126
+1,704
100
$127K 0.06%
585
-24,435
2 3
4
5 6