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
+$577K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$2.51M
3
+$420K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$137K
5
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$119K

Top Sells

1
+$3.27M
2
+$2.91M
3
+$1.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$537K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$225K

Sector Composition

1 Technology 1.19%
2 Financials 0.5%
3 Industrials 0.33%
4 Consumer Discretionary 0.2%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.15%
11,793
+215
77
$276K 0.15%
1,361
+2
78
$269K 0.15%
3,487
-126
79
$260K 0.14%
3,745
+52
80
$250K 0.14%
9,216
-325
81
$242K 0.13%
4,732
-141
82
$232K 0.13%
2,012
+49
83
$231K 0.13%
1,476
84
$230K 0.13%
1,898
+6
85
$226K 0.12%
8,520
-439
86
$220K 0.12%
3,200
1 2 3
4