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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$58K 0.03%
288
102
$57K 0.03%
514
-44
103
$55K 0.03%
783
-110
104
$54K 0.03%
445
105
$52K 0.03%
900
106
$51K 0.03%
948
+47
107
$51K 0.03%
1,358
-496
108
$48K 0.02%
983
-257
109
$48K 0.02%
589
+376
110
$47K 0.02%
1,652
-366
111
$38K 0.02%
167
-3
112
$35K 0.02%
444
113
$32K 0.02%
560
114
$32K 0.02%
+1,299
115
$32K 0.02%
+1,156
116
$31K 0.02%
500
117
$30K 0.01%
273
+1
118
$27K 0.01%
800
119
$27K 0.01%
1,639
+1
120
$26K 0.01%
335
121
$25K 0.01%
320
122
$24K 0.01%
838
+406
123
$19K 0.01%
3,213
-805
124
$19K 0.01%
130
-25
125
$18K 0.01%
214
3 4
5
6 7