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
$219M
AUM Growth
+$6.87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$8.71M
3
+$1.35M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$620K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$582K

Top Sells

1
+$8.57M
2
+$7.04M
3
+$4.53M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.52M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$868K

Sector Composition

1 Real Estate 0.05%
2 Financials 0.01%
3 Materials 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 9.91%
85,934
+2,301
2
$16.8M 7.68%
153,644
+2,809
3
$16.1M 7.32%
368,404
+200,006
4
$15.6M 7.12%
323,003
+221,429
5
$14.8M 6.74%
121,950
+11,095
6
$13M 5.91%
56,191
-6,576
7
$12.5M 5.7%
131,801
-74,321
8
$9.96M 4.54%
81,898
+2,612
9
$9.94M 4.53%
80,042
+3,000
10
$9.84M 4.48%
180,147
+5,399
11
$7.25M 3.31%
131,716
+11,248
12
$6.97M 3.18%
59,865
+3,165
13
$6.75M 3.08%
144,134
+7,737
14
$5.67M 2.59%
103,900
+2,649
15
$4.77M 2.18%
48,861
-8,881
16
$3.75M 1.71%
182,592
+588
17
$3.61M 1.65%
56,822
-6,260
18
$3.1M 1.41%
92,144
+7,566
19
$2.23M 1.02%
27,319
+553
20
$2.03M 0.93%
129,047
-23,572
21
$2.01M 0.92%
37,265
+372
22
$1.66M 0.76%
14,404
+896
23
$1.57M 0.71%
18,543
-606
24
$1.5M 0.68%
16,790
+6,300
25
$1.44M 0.66%
58,493
-2,858
1
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