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
$210M
AUM Growth
-$1.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.61M
2
+$6.33M
3
+$6.3M
4
AAPL icon
Apple
AAPL
+$2.29M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.97M

Top Sells

1
+$7.81M
2
+$6.34M
3
+$6.07M
4
GLD icon
SPDR Gold Trust
GLD
+$6.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.24M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 9.85%
70,835
-2,001
2
$18.9M 9%
187,728
-8,482
3
$14.5M 6.91%
137,716
+510
4
$13.5M 6.43%
117,755
+6,449
5
$12.4M 5.89%
112,045
-3,158
6
$10.3M 4.9%
118,247
+22,558
7
$9.14M 4.35%
68,763
-1,697
8
$8.52M 4.05%
164,085
+2,132
9
$7.08M 3.36%
63,996
+56,997
10
$6.72M 3.2%
44,935
+44,189
11
$6.58M 3.13%
81,521
+78,412
12
$6.09M 2.89%
63,854
-11,183
13
$5.2M 2.47%
95,334
-198
14
$4.73M 2.25%
89,006
+458
15
$4.7M 2.23%
17,582
+7,102
16
$4.68M 2.23%
43,262
+2,288
17
$4.08M 1.94%
42,839
+14,823
18
$3.51M 1.67%
31,119
-53,648
19
$3.33M 1.58%
69,754
-11,811
20
$3.16M 1.5%
151,458
-2,260
21
$3.07M 1.46%
48,771
-1,090
22
$2.83M 1.35%
50,196
+40,608
23
$2.42M 1.15%
67,412
+3,556
24
$2.39M 1.13%
23,820
+3,880
25
$2.01M 0.96%
146,706
-37,700
1
2 3 4 5