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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.05%
845
+342
102
$115K 0.04%
4,070
-81
103
$112K 0.04%
197
104
$104K 0.04%
1,728
+1,628
105
$104K 0.04%
900
106
$92K 0.04%
1,026
+284
107
$85K 0.03%
1,123
-3
108
$84K 0.03%
1,136
+125
109
$83K 0.03%
1,246
+15
110
$82K 0.03%
1,422
+226
111
$80K 0.03%
1,477
+65
112
$79K 0.03%
343
+118
113
$77K 0.03%
5,942
-126,499
114
$77K 0.03%
1,000
115
$76K 0.03%
621
+307
116
$74K 0.03%
1,802
+549
117
$70K 0.03%
420
-5,060
118
$68K 0.03%
1,269
+84
119
$62K 0.02%
288
120
$55K 0.02%
1,021
-6
121
$50K 0.02%
437
122
$49K 0.02%
800
123
$46K 0.02%
300
124
$45K 0.02%
1,644
+25
125
$45K 0.02%
150
3 4
5
6 7