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
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$12K 0.01%
397
127
$10K ﹤0.01%
200
128
$3K ﹤0.01%
22
-56
129
$3K ﹤0.01%
20
130
$2K ﹤0.01%
281
131
$1K ﹤0.01%
12
+1
132
– –
-1,512
133
– –
-19,760
2 3 4 5
6