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

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

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%
+33
102
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+15
103
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20
104
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+30
105
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+11
106
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+5
107
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+18
108
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+15
109
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+5
110
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+7
111
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+19
112
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113
$1K ﹤0.01%
+44
114
$1K ﹤0.01%
+10
115
$1K ﹤0.01%
+5
116
$0 ﹤0.01%
+8
117
$0 ﹤0.01%
+8
118
$0 ﹤0.01%
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119
$0 ﹤0.01%
+20
120
$0 ﹤0.01%
+10
121
$0 ﹤0.01%
+3
122
$0 ﹤0.01%
+10
123
$0 ﹤0.01%
+5
124
$0 ﹤0.01%
+10
125
$0 ﹤0.01%
+1
2 3 4
5
6