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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21K 0.01%
437
-59
127
$16K 0.01%
200
128
$16K 0.01%
1,400
129
$16K 0.01%
214
-5,437
130
$15K 0.01%
166
131
$15K 0.01%
139
-8,520
132
$15K 0.01%
+105
133
$15K 0.01%
100
134
$13K 0.01%
300
135
$11K 0.01%
48
136
$10K 0.01%
75
137
$10K 0.01%
200
138
$8K ﹤0.01%
75
139
$8K ﹤0.01%
336
-231
140
$8K ﹤0.01%
200
141
$8K ﹤0.01%
327
142
$8K ﹤0.01%
72
-2
143
$7K ﹤0.01%
27
144
$7K ﹤0.01%
500
145
$7K ﹤0.01%
32
146
$6K ﹤0.01%
32
147
$6K ﹤0.01%
75
+3
148
$4K ﹤0.01%
20
149
$4K ﹤0.01%
27
-12
150
$3K ﹤0.01%
300
3 4 5
6
7