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
151
$16K 0.01%
509
-315
152
$16K 0.01%
300
153
$14K 0.01%
414
+3
154
$14K 0.01%
+529
155
$13K 0.01%
+163
156
$13K 0.01%
48
157
$12K ﹤0.01%
200
158
$10K ﹤0.01%
36
-1
159
$10K ﹤0.01%
500
160
$10K ﹤0.01%
200
161
$9K ﹤0.01%
289
-45
162
$8K ﹤0.01%
78
163
$8K ﹤0.01%
300
164
$4K ﹤0.01%
600
165
$4K ﹤0.01%
20
166
$3K ﹤0.01%
+100
167
$3K ﹤0.01%
11
168
$2K ﹤0.01%
11
-1
3 4 5 6
7