IFA

Interactive Financial Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 13.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$6.19M
3
+$5.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.07M
5
SLV icon
iShares Silver Trust
SLV
+$3.09M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.8M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.69M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.31M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$8K ﹤0.01%
77
152
$6K ﹤0.01%
300
153
$6K ﹤0.01%
71
+1
154
$5K ﹤0.01%
+20
155
$5K ﹤0.01%
+20
156
$3K ﹤0.01%
+15
157
$3K ﹤0.01%
100
158
$3K ﹤0.01%
14
-222
159
$2K ﹤0.01%
+15
160
$2K ﹤0.01%
+18
161
$2K ﹤0.01%
11
-355
162
$1K ﹤0.01%
+10
163
$1K ﹤0.01%
+13
164
$1K ﹤0.01%
10
165
$1K ﹤0.01%
+20
166
– –
-694
167
– –
-1,683
168
– –
-2,424
169
– –
-379
170
– –
-299
171
– –
-109
172
– –
-33
173
– –
-546
174
– –
-2,138
175
– –
-3,686
4 5 6
7
8