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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$30K 0.01%
181
102
$30K 0.01%
500
103
$30K 0.01%
320
-80
104
$28K 0.01%
265
+1
105
$27K 0.01%
335
106
$23K 0.01%
158
-39
107
$23K 0.01%
205
108
$18K 0.01%
98
109
$18K 0.01%
166
110
$15K 0.01%
439
-53
111
$15K 0.01%
+300
112
$14K 0.01%
219
+1
113
$14K 0.01%
161
114
$13K 0.01%
1,400
115
$11K 0.01%
397
-2,383
116
$10K ﹤0.01%
+78
117
$8K ﹤0.01%
200
-500
118
$7K ﹤0.01%
54
119
$3K ﹤0.01%
20
120
$3K ﹤0.01%
+281
121
$1K ﹤0.01%
11
122
– –
-950
123
– –
-55
124
– –
-422
125
– –
-700
2 3 4
5
6