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
$201M
AUM Growth
-$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$7.59M
3
+$5.28M
4
BABA icon
Alibaba
BABA
+$1.74M
5
META icon
Meta Platforms (Facebook)
META
+$1.66M

Top Sells

1
+$7.28M
2
+$5.22M
3
+$5.03M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.64M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M

Sector Composition

1 Communication Services 2.43%
2 Consumer Discretionary 2.06%
3 Utilities 0.47%
4 Financials 0.47%
5 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 9.35%
55,994
-2,903
2
$17.9M 8.89%
132,928
+39,204
3
$15.7M 7.79%
132,851
-4,002
4
$12.6M 6.28%
98,292
-1,791
5
$11M 5.47%
262,083
+215,383
6
$10M 4.98%
101,066
-45,135
7
$7.78M 3.86%
179,960
+175,648
8
$7.6M 3.77%
42,906
-20,420
9
$7.59M 3.77%
76,372
-887
10
$7.56M 3.75%
187,329
-3,284
11
$6.01M 2.98%
69,433
-58,175
12
$5.57M 2.77%
95,703
-2,157
13
$5.44M 2.7%
89,406
-2,121
14
$4.88M 2.42%
14,557
-15,583
15
$3.55M 1.76%
86,813
+15,526
16
$3.44M 1.71%
11,171
+2,366
17
$3.06M 1.52%
33,248
+7,956
18
$3M 1.49%
28,401
+9,357
19
$2.54M 1.26%
143,818
+24,694
20
$2.46M 1.22%
40,360
+5,548
21
$2.44M 1.21%
15,592
-5
22
$2.4M 1.19%
15,260
-18,220
23
$2.36M 1.17%
45,762
+9,216
24
$2.33M 1.16%
8,880
+6,322
25
$2.1M 1.04%
26,464
-6,354
1
2 3 4 5