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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$107K 0.04%
1,221
-330
102
$106K 0.04%
900
103
$102K 0.04%
1,481
+39
104
$100K 0.04%
1,834
-114,928
105
$95K 0.04%
1,041
+854
106
$87K 0.04%
1,698
-1,390
107
$85K 0.03%
618
-342
108
$83K 0.03%
374
-1,096
109
$83K 0.03%
1,982
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110
$78K 0.03%
1,000
-48
111
$78K 0.03%
197
112
$74K 0.03%
1,135
-65
113
$72K 0.03%
985
114
$67K 0.03%
288
115
$64K 0.03%
1,142
-38
116
$63K 0.03%
128
-62
117
$58K 0.02%
1,003
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118
$57K 0.02%
900
119
$57K 0.02%
851
+24
120
$55K 0.02%
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121
$53K 0.02%
305
-217
122
$53K 0.02%
300
123
$51K 0.02%
385
-50,434
124
$51K 0.02%
2,672
-3,634
125
$50K 0.02%
437
-2
3 4
5
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