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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$18K 0.01%
3,408
-1,712
127
$17K 0.01%
158
128
$17K 0.01%
166
129
$14K 0.01%
100
130
$14K 0.01%
523
131
$14K 0.01%
1,433
-335
132
$14K 0.01%
200
+1
133
$12K 0.01%
300
134
$10K 0.01%
48
-25
135
$9K ﹤0.01%
397
136
$9K ﹤0.01%
+181
137
$9K ﹤0.01%
+173
138
$9K ﹤0.01%
1,400
139
$8K ﹤0.01%
200
140
$7K ﹤0.01%
313
-208
141
$6K ﹤0.01%
+257
142
$4K ﹤0.01%
+500
143
$4K ﹤0.01%
+500
144
$3K ﹤0.01%
17
-26,292
145
$3K ﹤0.01%
22
146
$3K ﹤0.01%
20
147
$1K ﹤0.01%
14
148
$1K ﹤0.01%
281
149
– –
-250
150
– –
-100
3 4 5
6
7