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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

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%
+13
163
$1K ﹤0.01%
+10
164
$1K ﹤0.01%
10
165
$1K ﹤0.01%
+20
166
– –
-1,683
167
– –
-2,424
168
– –
-694
169
– –
-379
170
– –
-299
171
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-109
172
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-33
173
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-546
174
– –
-2,138
175
– –
-3,686
4 5 6
7
8