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
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$65K 0.03%
1,217
+167
102
$61K 0.03%
1,785
-141
103
$56K 0.03%
800
104
$55K 0.02%
294
105
$53K 0.02%
477
106
$50K 0.02%
902
+2
107
$48K 0.02%
1,559
+59
108
$35K 0.02%
+1,915
109
$34K 0.02%
444
110
$33K 0.01%
100
111
$32K 0.01%
177
-4
112
$29K 0.01%
500
113
$29K 0.01%
320
114
$28K 0.01%
264
-1
115
$28K 0.01%
335
116
$24K 0.01%
+581
117
$22K 0.01%
158
118
$20K 0.01%
210
+49
119
$20K 0.01%
155
-50
120
$19K 0.01%
98
121
$18K 0.01%
166
122
$17K 0.01%
440
+1
123
$15K 0.01%
220
+1
124
$14K 0.01%
300
125
$13K 0.01%
1,400
2 3 4
5
6