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
$170M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$863K
3
+$376K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$323K
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$272K

Top Sells

1
+$3.57M
2
+$336K
3
+$185K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$153K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$151K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.3M 18.44%
168,692
-665
2
$20.3M 11.95%
190,672
+1,229
3
$16.2M 9.53%
215,154
+917
4
$14.2M 8.35%
142,595
-603
5
$12.9M 7.58%
225,101
+2,322
6
$9.2M 5.42%
122,106
+11,455
7
$8.49M 5%
74,342
+3,294
8
$7.42M 4.37%
257,050
+1,580
9
$5.77M 3.4%
107,018
+138
10
$4.32M 2.54%
35,736
+747
11
$3.47M 2.04%
31,617
+2,481
12
$2.79M 1.64%
25,370
-1,094
13
$2.62M 1.54%
56,039
-1,017
14
$2.6M 1.53%
+15,367
15
$2.05M 1.21%
47,250
-7,753
16
$1.6M 0.94%
105,546
-10,012
17
$1.59M 0.94%
18,865
-499
18
$1.48M 0.87%
32,837
-4,110
19
$1.48M 0.87%
23,730
+2,675
20
$1.46M 0.86%
12,675
-1,326
21
$1.44M 0.85%
16,878
-1,516
22
$1.4M 0.82%
56,089
-4,176
23
$1.39M 0.82%
32,239
+7,510
24
$1.31M 0.77%
19,524
-1,511
25
$1.21M 0.71%
21,870
+981
1
2 3