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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$106K 0.04%
788
+408
102
$105K 0.04%
260
103
$105K 0.04%
6,306
+1,968
104
$90K 0.04%
190
+47
105
$86K 0.04%
522
+221
106
$85K 0.04%
900
107
$82K 0.03%
5,549
+1,820
108
$82K 0.03%
1,502
+160
109
$77K 0.03%
1,048
110
$75K 0.03%
985
111
$73K 0.03%
2,059
+559
112
$69K 0.03%
1,200
+66
113
$69K 0.03%
1,380
+517
114
$69K 0.03%
197
115
$66K 0.03%
1,180
-91
116
$66K 0.03%
1,083
-50
117
$61K 0.03%
288
118
$55K 0.02%
300
119
$53K 0.02%
947
+50
120
$50K 0.02%
900
121
$50K 0.02%
895
+173
122
$50K 0.02%
439
+1
123
$50K 0.02%
827
+147
124
$43K 0.02%
314
125
$41K 0.02%
250
3 4
5
6 7