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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$123K 0.06%
260
-446
102
$115K 0.05%
+1,070
103
$114K 0.05%
649
+635
104
$113K 0.05%
197
105
$112K 0.05%
929
+918
106
$110K 0.05%
+1,749
107
$109K 0.05%
1,721
+475
108
$106K 0.05%
+216
109
$106K 0.05%
300
+150
110
$100K 0.05%
1,542
+419
111
$99K 0.05%
900
112
$82K 0.04%
1,000
113
$66K 0.03%
800
114
$66K 0.03%
1,231
-38
115
$66K 0.03%
+5,916
116
$64K 0.03%
288
117
$63K 0.03%
+1,058
118
$59K 0.03%
1,644
119
$50K 0.02%
+4,677
120
$48K 0.02%
314
-307
121
$47K 0.02%
439
+2
122
$44K 0.02%
250
123
$42K 0.02%
444
124
$41K 0.02%
+715
125
$41K 0.02%
300
3 4
5
6 7