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
$222M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$6.28M
2
+$2.97M
3
+$2.5M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.2M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.58M

Top Sells

1
+$7.13M
2
+$6.22M
3
+$6.11M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.81M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.47M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.8M 10.27%
182,799
-30,587
2
$21.2M 9.54%
65,461
-657
3
$16.2M 7.28%
126,296
-19,332
4
$15.5M 6.99%
138,104
+1,316
5
$14.9M 6.74%
46,450
+4,905
6
$9.43M 4.25%
73,316
+1,377
7
$9.21M 4.15%
184,386
+3,737
8
$7.63M 3.44%
46,604
+13,416
9
$6.28M 2.83%
+141,062
10
$6.07M 2.74%
42,488
+20,778
11
$5.45M 2.46%
49,082
+1,170
12
$5.37M 2.42%
94,865
+2,561
13
$5.16M 2.33%
89,028
-13,748
14
$4.8M 2.17%
109,052
+5,147
15
$4.57M 2.06%
15,464
+3,004
16
$4.33M 1.95%
58,936
-16,056
17
$4.22M 1.9%
183,622
+25,034
18
$3.19M 1.44%
42,386
-4,943
19
$3.19M 1.44%
31,341
+6,295
20
$3M 1.35%
22,111
-45,929
21
$2.92M 1.32%
96,987
-2,870
22
$2.5M 1.13%
+11,801
23
$2.24M 1.01%
15,149
+217
24
$1.98M 0.89%
29,600
+21,660
25
$1.71M 0.77%
152,524
+138,203
1
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