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
$163M
AUM Growth
-$9.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$4.09M
3
+$3.23M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.72M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.54M

Top Sells

1
+$17.3M
2
+$7.63M
3
+$1.72M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.51M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$757K

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 11.52%
90,920
-1,170
2
$16.1M 9.91%
145,723
-4,042
3
$14.2M 8.72%
119,645
+4,873
4
$10.1M 6.18%
123,915
-21,217
5
$8.2M 5.03%
88,036
+407
6
$7.81M 4.79%
174,121
+4,772
7
$7.15M 4.39%
37,934
+21,692
8
$6.79M 4.16%
57,702
+27,478
9
$6.37M 3.91%
57,030
+15,364
10
$6.02M 3.69%
215,856
+3,958
11
$4.99M 3.06%
90,928
-27,542
12
$4.76M 2.92%
47,486
-3,785
13
$4.56M 2.8%
54,456
+2,465
14
$4.18M 2.57%
32,016
+31,617
15
$3.01M 1.84%
45,577
+483
16
$2.94M 1.81%
74,532
+1,591
17
$2.92M 1.79%
141,000
-2,322
18
$2.84M 1.74%
41,960
-341
19
$2.3M 1.41%
156,976
+8,792
20
$1.7M 1.05%
57,316
+4,304
21
$1.7M 1.04%
14,809
-2,124
22
$1.59M 0.97%
29,919
-1,022
23
$1.54M 0.95%
+49,421
24
$1.39M 0.85%
16,365
-89,675
25
$1.33M 0.82%
53,835
-9,142
1
2 3 4