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

Top Buys

1
+$6.61M
2
+$6.33M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$7.81M
2
+$6.34M
3
+$6.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

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%
+320
103
$14K 0.01%
+315
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%
55
114
$3K ﹤0.01%
20
115
$3K ﹤0.01%
50
-29
116
$1K ﹤0.01%
11
117
– –
-15,774
118
– –
-162,105
119
– –
-1,409
120
– –
-3,026
1 2 3 4
5