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
$181M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$13.2M
3
+$9.45M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.47M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$5.84M

Top Sells

1
+$1.12B
2
+$31.9M
3
+$30M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$10.2M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$8.45M

Sector Composition

1 Technology 1.01%
2 Financials 0.56%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.15%
3,613
-14,430,543
77
$276K 0.15%
11,578
+10,515
78
$262K 0.14%
3,693
-1,818
79
$250K 0.14%
+9,541
80
$249K 0.14%
4,873
-14,900
81
$234K 0.13%
3,200
-300
82
$233K 0.13%
1,892
-5,705
83
$233K 0.13%
1,476
-900
84
$227K 0.13%
1,963
-14,929
85
$204K 0.11%
+8,959
86
– –
-17,790
1 2 3
4