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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$521K
3
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
+$641K
2
+$632K
3
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+15
102
$1K ﹤0.01%
+18
103
$1K ﹤0.01%
+5
104
$1K ﹤0.01%
+11
105
$1K ﹤0.01%
20
106
$1K ﹤0.01%
+15
107
$1K ﹤0.01%
+33
108
$1K ﹤0.01%
+20
109
$1K ﹤0.01%
17
-17,861
110
$1K ﹤0.01%
+60
111
$1K ﹤0.01%
+10
112
$1K ﹤0.01%
+10
113
$1K ﹤0.01%
+9
114
$1K ﹤0.01%
+5
115
$1K ﹤0.01%
+5
116
$0 ﹤0.01%
+12
117
$0 ﹤0.01%
+5
118
$0 ﹤0.01%
+1
119
$0 ﹤0.01%
+15
120
$0 ﹤0.01%
+5
121
$0 ﹤0.01%
+10
122
$0 ﹤0.01%
+3
123
$0 ﹤0.01%
+10
124
$0 ﹤0.01%
+20
125
$0 ﹤0.01%
+12
2 3 4
5
6