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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

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