IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$521K
3
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
+$641K
2
+$632K
3
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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6