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
$200M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.7M
3
+$4.14M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.44M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.32M

Top Sells

1
+$6.63M
2
+$4.79M
3
+$4.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$874K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$685K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1K ﹤0.01%
+16
102
$1K ﹤0.01%
+19
103
$1K ﹤0.01%
25
104
$1K ﹤0.01%
9
105
$1K ﹤0.01%
+16
106
– –
-1,983
107
– –
-459
1 2 3 4
5