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
$210M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.5M
2
+$6.46M
3
+$6.37M
4
AAPL icon
Apple
AAPL
+$2.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.98M

Top Sells

1
+$7.76M
2
+$6.34M
3
+$6.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.08M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.58M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$18K 0.01%
506
-175
102
$14K 0.01%
+315
103
$14K 0.01%
+320
104
$13K 0.01%
195
105
$8K ﹤0.01%
+108
106
$7K ﹤0.01%
63
-38,188
107
$6K ﹤0.01%
177
-28
108
$5K ﹤0.01%
+90
109
$4K ﹤0.01%
+51
110
$4K ﹤0.01%
+43
111
$4K ﹤0.01%
400
112
$4K ﹤0.01%
+24
113
$3K ﹤0.01%
50
-29
114
$3K ﹤0.01%
20
115
$3K ﹤0.01%
55
116
$1K ﹤0.01%
11
117
– –
-3,026
118
– –
-1,409
119
– –
-162,105
120
– –
-15,774
1 2 3 4
5