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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$56K 0.03%
288
-6
102
$54K 0.03%
445
-28
103
$47K 0.02%
901
-2
104
$45K 0.02%
900
105
$45K 0.02%
560
106
$45K 0.02%
+2,018
107
$36K 0.02%
+5,120
108
$36K 0.02%
+4,018
109
$36K 0.02%
800
110
$34K 0.02%
170
-4
111
$32K 0.02%
1,638
+38
112
$32K 0.02%
+1,768
113
$31K 0.02%
444
114
$29K 0.01%
272
115
$27K 0.01%
335
116
$27K 0.01%
500
117
$25K 0.01%
155
118
$23K 0.01%
320
119
$18K 0.01%
158
120
$18K 0.01%
100
121
$17K 0.01%
214
122
$17K 0.01%
166
123
$16K 0.01%
213
-1
124
$14K 0.01%
300
125
$13K 0.01%
+100
2 3 4
5
6