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
$187M
AUM Growth
+$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$14.4M
3
+$10.5M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$10.4M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.38M

Top Sells

1
+$25.3M
2
+$15.3M
3
+$14.8M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$14.6M
5
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$9.81M

Sector Composition

1 Technology 6.03%
2 Consumer Discretionary 2.29%
3 Financials 1.74%
4 Utilities 0.3%
5 Energy 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.14%
3,200
-20,733
77
$258K 0.14%
2,193
+775
78
$235K 0.13%
3,032
+735
79
$231K 0.12%
1,968
-408
80
$226K 0.12%
1,932
-11,851
81
$222K 0.12%
1,488
-102,525
82
$205K 0.11%
4,056
-24,980
83
– –
-1,696
84
– –
-21,372
85
– –
-2,180
86
– –
-8,106
1 2 3
4