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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$40K 0.02%
496
+36
127
$38K 0.02%
225
-118
128
$38K 0.02%
693
129
$37K 0.02%
873
-5,069
130
$37K 0.02%
130
131
$33K 0.02%
723
+71
132
$33K 0.02%
+560
133
$31K 0.01%
567
+234
134
$30K 0.01%
320
135
$29K 0.01%
158
136
$28K 0.01%
150
137
$25K 0.01%
1,398
138
$24K 0.01%
1,400
139
$23K 0.01%
500
140
$18K 0.01%
100
-1,628
141
$17K 0.01%
75
-33
142
$17K 0.01%
166
143
$17K 0.01%
300
144
$16K 0.01%
200
145
$14K 0.01%
48
-5,474
146
$14K 0.01%
75
147
$10K ﹤0.01%
200
148
$10K ﹤0.01%
200
149
$9K ﹤0.01%
32
150
$9K ﹤0.01%
327
+1
4 5
6
7 8