IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.94%
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
+$12.4M
2
+$7.54M
3
+$1.66M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.23M
5
VV icon
Vanguard Large-Cap ETF
VV
+$771K

Top Sells

1
+$8.3M
2
+$5.77M
3
+$3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$1.52M

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%
150
127
$16K 0.01%
214
-5,437
128
$16K 0.01%
200
129
$16K 0.01%
1,400
130
$15K 0.01%
100
131
$15K 0.01%
+105
132
$15K 0.01%
139
-8,520
133
$15K 0.01%
166
134
$13K 0.01%
300
135
$11K 0.01%
48
136
$10K 0.01%
200
137
$10K 0.01%
75
138
$8K ﹤0.01%
72
-2
139
$8K ﹤0.01%
327
140
$8K ﹤0.01%
200
141
$8K ﹤0.01%
336
-231
142
$8K ﹤0.01%
75
143
$7K ﹤0.01%
192
144
$7K ﹤0.01%
500
145
$7K ﹤0.01%
27
146
$6K ﹤0.01%
75
+3
147
$6K ﹤0.01%
34
148
$4K ﹤0.01%
27
-12
149
$4K ﹤0.01%
20
150
$3K ﹤0.01%
+253
3 4 5
6
7