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
176
– –
-1,741
177
– –
-20
4 5 6 7
8