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

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
176
-2,424
177
-1,683