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
$214M
AUM Growth
-$48.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$4.79M
2
+$4.35M
3
+$3.24M
4
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M
5
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$991K

Top Sells

1
+$7.94M
2
+$7.45M
3
+$5.3M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.36M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.89M

Sector Composition

1 Technology 5.42%
2 Financials 0.73%
3 Communication Services 0.62%
4 Utilities 0.6%
5 Consumer Discretionary 0.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$9K ﹤0.01%
32
152
$8K ﹤0.01%
75
153
$8K ﹤0.01%
74
-3
154
$7K ﹤0.01%
+27
155
$7K ﹤0.01%
72
+1
156
$6K ﹤0.01%
300
157
$6K ﹤0.01%
32
-651
158
$5K ﹤0.01%
20
-1,053
159
$4K ﹤0.01%
+39
160
$3K ﹤0.01%
63
+45
161
$3K ﹤0.01%
100
162
$2K ﹤0.01%
20
+10
163
– –
-15
164
– –
-34,017
165
– –
-13
166
– –
-20
167
– –
-15
168
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-10
169
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-1,741
170
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-20
171
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-59,660
172
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-100
173
– –
-17,071
174
– –
-1,026
175
– –
-845
4 5 6
7
8