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
$199M
AUM Growth
-$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$7.53M
3
+$1.56M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.16M
5
VV icon
Vanguard Large-Cap ETF
VV
+$764K

Top Sells

1
+$7.49M
2
+$7.26M
3
+$2.95M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.71M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.48M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3K ﹤0.01%
100
152
$3K ﹤0.01%
300
153
$2K ﹤0.01%
14
-635
154
$2K ﹤0.01%
11
-918
155
$2K ﹤0.01%
18
-45
156
$1K ﹤0.01%
11
-9
157
– –
-75
158
– –
-3,081
159
– –
-4,677
160
– –
-715
161
– –
-216
162
– –
-1,070
163
– –
-9,020
164
– –
-1,749
165
– –
-5,916
3 4 5 6
7