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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$70K 0.04%
1,225
-960
102
$69K 0.03%
800
103
$69K 0.03%
1,113
-429
104
$67K 0.03%
1,506
-5,185
105
$60K 0.03%
562
-1,898
106
$57K 0.03%
288
107
$56K 0.03%
1,665
+21
108
$48K 0.02%
952
-2,843
109
$45K 0.02%
314
110
$45K 0.02%
437
-2
111
$44K 0.02%
250
112
$42K 0.02%
130
113
$40K 0.02%
444
114
$37K 0.02%
225
115
$37K 0.02%
1,392
-3,840
116
$34K 0.02%
693
117
$30K 0.02%
695
-28
118
$30K 0.02%
560
119
$30K 0.02%
320
120
$28K 0.01%
300
121
$27K 0.01%
158
122
$25K 0.01%
548
-683
123
$23K 0.01%
500
124
$22K 0.01%
1,056
-342
125
$21K 0.01%
437
-59
3 4
5
6 7