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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.02%
1,607
127
$38K 0.02%
560
128
$38K 0.02%
150
129
$36K 0.02%
4,642
+2,098
130
$36K 0.02%
444
131
$33K 0.01%
1,458
+579
132
$32K 0.01%
225
133
$29K 0.01%
3,224
+1,335
134
$28K 0.01%
500
135
$24K 0.01%
320
136
$24K 0.01%
158
137
$24K 0.01%
130
138
$22K 0.01%
824
+106
139
$21K 0.01%
150
140
$19K 0.01%
100
141
$19K 0.01%
200
142
$18K 0.01%
166
143
$17K 0.01%
148
-5,950
144
$17K 0.01%
1,400
145
$16K 0.01%
187
-14
146
$16K 0.01%
300
147
$13K 0.01%
411
-148
148
$13K 0.01%
48
149
$10K ﹤0.01%
37
-1
150
$10K ﹤0.01%
200
3 4 5
6
7