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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$13K 0.01%
+523
127
$13K 0.01%
73
128
$12K 0.01%
199
+7
129
$12K 0.01%
432
+383
130
$11K 0.01%
521
-568
131
$9K ﹤0.01%
397
132
$9K ﹤0.01%
1,400
133
$8K ﹤0.01%
200
134
$3K ﹤0.01%
22
135
$3K ﹤0.01%
20
136
$2K ﹤0.01%
281
137
$1K ﹤0.01%
14
+1
138
– –
-145,813
2 3 4 5
6