IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$718K
3
+$219K
4
COST icon
Costco
COST
+$210K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$190K

Top Sells

1
+$1.14M
2
+$768K
3
+$568K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$536K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$440K

Sector Composition

1 Technology 1.05%
2 Financials 0.67%
3 Consumer Discretionary 0.36%
4 Industrials 0.34%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$282K 0.14%
2,003
+3
77
$275K 0.13%
1,606
-63
78
$232K 0.11%
2,920
-387
79
$232K 0.11%
+3,613
80
$228K 0.11%
4,473
-70
81
$223K 0.11%
8,654
-22
82
$222K 0.11%
1,862
-1
83
$212K 0.1%
9,453
-4
84
$212K 0.1%
1,478
+2
85
$211K 0.1%
+1,918
86
$209K 0.1%
+211
87
$203K 0.1%
2,208
1 2 3
4