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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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-6,627
127
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-225
128
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129
– –
-201
130
– –
-1,000
131
– –
-6,432
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