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
$191M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$487K
3
+$308K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$284K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$235K

Top Sells

1
+$1.06M
2
+$607K
3
+$463K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$228K
5
DVY icon
iShares Select Dividend ETF
DVY
+$224K

Sector Composition

1 Technology 1.28%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$298K 0.16%
1,347
-3
77
$296K 0.15%
3,200
78
$262K 0.14%
3,354
+52
79
$251K 0.13%
2,000
80
$244K 0.13%
3,457
+48
81
$243K 0.13%
8,769
+32
82
$234K 0.12%
4,599
+90
83
$224K 0.12%
8,496
+156
84
$219K 0.11%
1,897
-47
85
$217K 0.11%
9,176
+596
86
$214K 0.11%
1,476
87
– –
-2,648
88
– –
-21,237
89
– –
-1,662
1 2 3
4