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
$156M
AUM Growth
-$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$455K
2
+$385K
3
+$172K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$156K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$93K

Top Sells

1
+$3.65M
2
+$1.12M
3
+$1.07M
4
HYGV icon
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
+$1.05M
5
QLV icon
FlexShares US Quality Low Volatility Index Fund
QLV
+$926K

Sector Composition

1 Technology 0.96%
2 Financials 0.48%
3 Utilities 0.34%
4 Industrials 0.32%
5 Healthcare 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$243K 0.16%
1,170
-147
77
$236K 0.15%
10,663
-932
78
$220K 0.14%
2,881
+44
79
$204K 0.13%
2,648
80
$202K 0.13%
1,236
81
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