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
$217M
AUM Growth
-$563K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$12M
3
+$4.93M
4
AAPL icon
Apple
AAPL
+$2.69M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$899K

Top Sells

1
+$22.6M
2
+$5.62M
3
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.18M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 11.73%
213,386
+105,931
2
$19.7M 9.08%
66,118
-1,935
3
$18.6M 8.54%
145,628
-7,205
4
$15.5M 7.12%
136,788
-674
5
$12.3M 5.67%
41,545
+40,560
6
$9.73M 4.48%
68,040
-7,164
7
$8.59M 3.95%
71,939
-1,467
8
$8.56M 3.94%
180,649
-2,169
9
$7.11M 3.27%
76,774
+904
10
$6.36M 2.92%
68,149
-237
11
$5.95M 2.74%
102,776
-5,793
12
$5.43M 2.5%
92,304
-1,326
13
$5.38M 2.48%
47,912
+1,240
14
$5.01M 2.3%
33,188
+32,634
15
$4.27M 1.96%
103,905
+21,890
16
$4.2M 1.93%
74,992
+48,084
17
$3.76M 1.73%
47,329
+9,272
18
$3.74M 1.72%
158,588
+33,298
19
$3.4M 1.56%
12,460
+210
20
$3.02M 1.39%
21,710
-8,528
21
$2.9M 1.34%
99,857
+21,032
22
$2.26M 1.04%
25,046
-3,880
23
$2.24M 1.03%
140,463
-48,391
24
$2.04M 0.94%
14,932
+573
25
$1.72M 0.79%
19,760
+5,260
1
2 3 4 5