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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$41K 0.02%
150
127
$41K 0.02%
379
-94,250
128
$40K 0.02%
250
129
$40K 0.02%
236
-69
130
$36K 0.02%
444
131
$36K 0.02%
694
-129
132
$34K 0.01%
1,683
-989
133
$34K 0.01%
225
134
$33K 0.01%
542
-13
135
$32K 0.01%
+693
136
$30K 0.01%
130
137
$30K 0.01%
1,458
-524
138
$27K 0.01%
500
139
$25K 0.01%
150
140
$24K 0.01%
158
141
$23K 0.01%
320
142
$23K 0.01%
2,424
-32
143
$23K 0.01%
75
144
$22K 0.01%
2,138
-417
145
$20K 0.01%
1,400
146
$19K 0.01%
100
147
$18K 0.01%
200
148
$18K 0.01%
166
149
$16K 0.01%
546
+37
150
$16K 0.01%
+75
3 4 5
6
7