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

Top Buys

1
+$4.65M
2
+$4.2M
3
+$3.12M
4
ESG icon
FlexShares STOXX US ESG Select Index Fund
ESG
+$1.12M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.09M

Top Sells

1
+$13.6M
2
+$8.35M
3
+$7.42M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$5.5M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.78M

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
– –
-59,660
170
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-100
171
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-17,071
172
– –
-1,026
173
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-845
174
– –
-1,802
175
– –
-20
4 5 6
7
8