IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$211K
3
+$13.2K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$6.42K

Top Sells

1
+$2.77M
2
+$2.74M
3
+$2.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.87M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.69M

Sector Composition

1 Financials 0.8%
2 Industrials 0.43%
3 Utilities 0.33%
4 Technology 0.28%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$230K 0.12%
3,019
-4,287
77
$230K 0.12%
1,478
78
$228K 0.12%
1,217
-389
79
$222K 0.12%
560
-766
80
$209K 0.11%
2,208
81
$204K 0.11%
8,831
-622
82
– –
-211
83
– –
-4,473
84
– –
-8,654
85
– –
-3,200
86
– –
-1,862
87
– –
-1,002
88
– –
-2,920
1 2 3
4