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
$172M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.28M
2
+$531K
3
+$490K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$442K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$359K

Top Sells

1
+$1.05M
2
+$653K
3
+$612K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$586K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$515K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.1M 18.04%
165,219
-3,473
2
$20.7M 12.04%
192,243
+1,571
3
$16M 9.28%
212,501
-2,653
4
$14.1M 8.21%
140,229
-2,366
5
$13M 7.56%
226,202
+1,101
6
$9.97M 5.79%
85,293
+10,951
7
$9.15M 5.31%
121,014
-1,092
8
$7.7M 4.47%
259,340
+2,290
9
$5.9M 3.43%
108,242
+1,224
10
$4.58M 2.66%
36,335
+599
11
$2.89M 1.68%
26,090
-5,527
12
$2.69M 1.56%
24,025
-1,345
13
$2.17M 1.26%
46,661
-9,378
14
$2.13M 1.24%
42,622
+9,785
15
$2.11M 1.22%
127,246
+21,700
16
$2.05M 1.19%
11,948
-3,419
17
$1.94M 1.13%
30,733
+7,003
18
$1.92M 1.11%
43,254
-3,996
19
$1.54M 0.9%
18,291
-574
20
$1.54M 0.9%
35,851
+3,612
21
$1.45M 0.84%
24,803
+2,933
22
$1.41M 0.82%
16,204
-674
23
$1.4M 0.81%
12,043
-632
24
$1.35M 0.78%
53,981
-2,108
25
$1.27M 0.74%
18,898
-626
1
2 3 4 5