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
$148M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.09M
3
+$4.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.1M

Top Sells

1
+$2.97M
2
+$1.9M
3
+$1.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.54M

Sector Composition

1 Technology 1.04%
2 Financials 0.48%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$257K 0.17%
3,942
-770
77
$242K 0.16%
2,297
-287
78
$240K 0.16%
3,200
79
$239K 0.16%
2,217
-387
80
$234K 0.16%
+1,696
81
$233K 0.16%
1,320
+10
82
$208K 0.14%
+1,236
83
$207K 0.14%
1,832
-807
84
$205K 0.14%
8,106
-2,754
1 2 3
4