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
$189M
AUM Growth
-$1.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$604K
2
+$473K
3
+$394K
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$388K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$372K

Top Sells

1
+$633K
2
+$538K
3
+$384K
4
ERTH icon
Invesco MSCI Sustainable Future ETF
ERTH
+$337K
5
SLV icon
iShares Silver Trust
SLV
+$224K

Sector Composition

1 Technology 1.15%
2 Financials 0.68%
3 Industrials 0.37%
4 Consumer Discretionary 0.33%
5 Utilities 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.14%
1,000
77
$248K 0.13%
1,669
-303
78
$247K 0.13%
1,476
79
$237K 0.12%
8,676
-93
80
$233K 0.12%
2,000
81
$232K 0.12%
4,543
-56
82
$220K 0.12%
1,863
-34
83
$218K 0.12%
9,457
+281
84
$203K 0.11%
+2,208
85
– –
-7,033
86
– –
-8,496
87
– –
-1,586
88
– –
-8,333
1 2 3
4