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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

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%
2,376
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%
1,998
+106
86
$190K 0.09%
3,200
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%
5,694
-521
94
$160K 0.07%
2,208
-65
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