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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$111K 0.05%
900
102
$89K 0.04%
197
103
$82K 0.04%
299
-1,435
104
$80K 0.03%
1,412
+709
105
$78K 0.03%
1,231
-250
106
$78K 0.03%
477
-51,578
107
$77K 0.03%
1,530
-304
108
$75K 0.03%
1,000
109
$74K 0.03%
1,126
-9
110
$68K 0.03%
503
-115
111
$67K 0.03%
1,011
+160
112
$67K 0.03%
1,196
+193
113
$65K 0.03%
1,270
-428
114
$65K 0.03%
742
-479
115
$64K 0.03%
288
116
$64K 0.03%
1,185
+43
117
$56K 0.02%
1,027
+24
118
$52K 0.02%
109
-19
119
$51K 0.02%
300
120
$50K 0.02%
437
121
$48K 0.02%
366
-19
122
$47K 0.02%
800
-100
123
$45K 0.02%
1,253
+62
124
$44K 0.02%
314
125
$43K 0.02%
1,619
3 4
5
6 7