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
-$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$3.97M
2
+$2.52M
3
+$1.39M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$607K

Top Sells

1
+$6.45M
2
+$3.46M
3
+$2.18M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$1.33M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$944K

Sector Composition

1 Financials 0.02%
2 Real Estate 0.01%
3 Energy 0.01%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.1M 11.65%
322,978
-21,448
2
$18.9M 10.95%
92,090
-4,609
3
$16.2M 9.38%
149,765
-3,570
4
$13.1M 7.59%
114,772
+9,865
5
$11.3M 6.55%
145,132
-5,325
6
$8.95M 5.19%
106,040
-41,028
7
$8.06M 4.67%
87,629
-2,307
8
$7.88M 4.57%
169,349
-1,652
9
$6.36M 3.69%
118,470
+25,950
10
$5.47M 3.17%
211,898
-2,140
11
$4.94M 2.87%
51,271
-22,643
12
$4.61M 2.68%
41,666
+22,721
13
$4.14M 2.4%
51,991
+49,797
14
$3.07M 1.78%
30,224
-2,938
15
$3.05M 1.77%
42,301
+2,042
16
$3.04M 1.76%
16,242
+3,248
17
$2.89M 1.68%
72,941
+11,391
18
$2.86M 1.66%
45,094
-4,212
19
$2.84M 1.65%
143,322
+5,718
20
$1.96M 1.13%
148,184
+3,461
21
$1.86M 1.08%
16,933
-875
22
$1.73M 1%
25,928
-944
23
$1.56M 0.91%
30,941
+3,916
24
$1.52M 0.88%
62,977
-3,161
25
$1.49M 0.87%
53,012
-2,133
1
2 3 4