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
$200M
AUM Growth
+$9.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$8.14M
2
+$5.7M
3
+$4.14M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.44M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.32M

Top Sells

1
+$6.63M
2
+$4.79M
3
+$4.4M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$874K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$685K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.6M 9.33%
85,697
-2,520
2
$18M 9.04%
215,054
-10,409
3
$16.6M 8.3%
147,497
+1,501
4
$14.6M 7.33%
118,887
-4,902
5
$8.75M 4.38%
83,548
-2,492
6
$8.71M 4.36%
63,371
+30,130
7
$8.19M 4.1%
292,182
+290,384
8
$8.14M 4.08%
176,405
+610
9
$6.38M 3.2%
114,628
-1,484
10
$6.27M 3.14%
63,674
+10,274
11
$6.18M 3.1%
214,348
+624
12
$5.97M 2.99%
89,770
+3,076
13
$5.89M 2.95%
156,616
+151,580
14
$5.73M 2.87%
48,923
+4,440
15
$5.45M 2.73%
129,691
+10,179
16
$4.37M 2.19%
204,954
+61,700
17
$4.3M 2.15%
65,648
+22,028
18
$4.29M 2.15%
21,575
-33,364
19
$2.94M 1.47%
23,401
-35,042
20
$2.67M 1.34%
77,406
+19,259
21
$2.6M 1.3%
62,616
-16,509
22
$2.41M 1.21%
33,444
-2,784
23
$2.05M 1.03%
112,687
-3,352
24
$1.93M 0.97%
36,239
+1,065
25
$1.67M 0.83%
14,297
-143
1
2 3 4 5