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
$203M
AUM Growth
+$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$14.1M
2
+$10.6M
3
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.76M
5
AMZN icon
Amazon
AMZN
+$4.62M

Top Sells

1
+$2.73M
2
+$2.27M
3
+$760K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$459K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$412K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.2M 8.99%
58,897
-1,481
2
$16.2M 7.97%
136,853
-3,486
3
$14.1M 6.97%
146,201
+146,140
4
$12.6M 6.21%
93,724
+25,669
5
$11.7M 5.78%
100,083
+211
6
$11.1M 5.44%
127,608
+112,244
7
$10.6M 5.22%
63,326
+63,304
8
$9.29M 4.58%
30,140
+9,600
9
$7.62M 3.75%
190,613
+6,246
10
$7.53M 3.71%
77,259
+4,558
11
$6.76M 3.33%
+43,197
12
$5.65M 2.78%
97,860
-1,647
13
$5.53M 2.72%
91,527
+14,984
14
$4.62M 2.27%
+33,480
15
$4.31M 2.12%
26,309
-13,875
16
$3.86M 1.9%
+8,492
17
$3.2M 1.57%
187,971
+183,256
18
$2.77M 1.36%
71,287
+71,230
19
$2.7M 1.33%
32,818
-9,226
20
$2.56M 1.26%
+28,028
21
$2.5M 1.23%
8,805
+8,797
22
$2.23M 1.1%
15,597
+79
23
$2.1M 1.03%
119,124
+119,036
24
$2.09M 1.03%
34,812
+34,786
25
$2.01M 0.99%
+92,681
1
2 3 4 5