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
$194M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$262K
3
+$240K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MS icon
Morgan Stanley
MS
+$208K

Top Sells

1
+$6.08M
2
+$102K
3
+$97.8K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$77.6K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$70.7K

Sector Composition

1 Technology 1.19%
2 Financials 0.66%
3 Consumer Discretionary 0.32%
4 Industrials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$288K 0.15%
1,981
-54
77
$268K 0.14%
3,200
78
$262K 0.14%
3,302
-185
79
$262K 0.13%
+1,000
80
$261K 0.13%
3,409
-336
81
$237K 0.12%
8,340
-180
82
$233K 0.12%
1,944
-68
83
$232K 0.12%
8,737
-479
84
$230K 0.12%
4,509
-223
85
$224K 0.12%
1,662
-236
86
$224K 0.12%
+2,648
87
$217K 0.11%
1,476
88
$208K 0.11%
+2,000
89
$207K 0.11%
8,580
-3,213
1 2 3
4