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
151
$16K 0.01%
+75
152
$11K ﹤0.01%
200
153
$11K ﹤0.01%
48
154
$10K ﹤0.01%
33
-3
155
$10K ﹤0.01%
317
-97
156
$10K ﹤0.01%
500
157
$9K ﹤0.01%
200
158
$8K ﹤0.01%
77
-1
159
$8K ﹤0.01%
300
160
$7K ﹤0.01%
260
-29
161
$7K ﹤0.01%
+75
162
$6K ﹤0.01%
70
-971
163
$5K ﹤0.01%
20
164
$3K ﹤0.01%
600
165
$3K ﹤0.01%
100
166
$1K ﹤0.01%
10
-1
167
$1K ﹤0.01%
+33
168
– –
-560
169
– –
-249,581
170
– –
-118,712
171
– –
-11
172
– –
-62,546
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