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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$45K 0.02%
2,914
-2,635
127
$44K 0.02%
823
-557
128
$43K 0.02%
1,619
+12
129
$42K 0.02%
150
130
$42K 0.02%
314
131
$41K 0.02%
250
132
$41K 0.02%
703
-244
133
$41K 0.02%
1,191
-868
134
$36K 0.01%
444
135
$35K 0.01%
555
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136
$34K 0.01%
560
137
$33K 0.01%
225
138
$30K 0.01%
130
139
$29K 0.01%
2,555
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140
$29K 0.01%
500
141
$26K 0.01%
2,456
-2,186
142
$25K 0.01%
150
143
$24K 0.01%
158
144
$23K 0.01%
320
145
$21K 0.01%
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146
$21K 0.01%
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147
$19K 0.01%
200
148
$19K 0.01%
100
149
$18K 0.01%
166
150
$18K 0.01%
75
-908
3 4 5
6
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