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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$205K 0.1%
2,648
77
$200K 0.1%
2,342
-2,156
78
$198K 0.1%
3,200
79
$194K 0.1%
2,278
+280
80
$188K 0.09%
2,441
-513
81
$179K 0.09%
1,236
82
$176K 0.09%
1,386
83
$174K 0.09%
6,310
+616
84
$162K 0.08%
3,246
-583
85
$157K 0.08%
2,208
86
$152K 0.08%
2,000
87
$142K 0.07%
1,820
88
$137K 0.07%
1,720
+135
89
$135K 0.07%
2,236
-48
90
$126K 0.06%
522
-63
91
$126K 0.06%
590
92
$110K 0.06%
230
+33
93
$103K 0.05%
260
94
$98K 0.05%
4,201
-1,705
95
$91K 0.05%
1,000
96
$85K 0.04%
900
97
$82K 0.04%
300
98
$77K 0.04%
1,483
-1,643
99
$75K 0.04%
6,037
+5,164
100
$70K 0.04%
+2,847
2 3
4
5 6