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
$238M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$11M
2
+$6.45M
3
+$4.54M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.54M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.72M

Top Sells

1
+$6.46M
2
+$5.01M
3
+$4.87M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.8M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.33M

Sector Composition

1 Communication Services 3.96%
2 Technology 1.48%
3 Financials 0.59%
4 Utilities 0.45%
5 Industrials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.3M 9.35%
56,027
+3,543
2
$15.3M 6.43%
134,747
+3,406
3
$14.7M 6.18%
100,137
+6,715
4
$12.9M 5.43%
99,537
-7,976
5
$11.8M 4.94%
73,896
+1,870
6
$11M 4.62%
101,501
+100,984
7
$10.6M 4.45%
110,459
-24,260
8
$9.93M 4.16%
194,775
+13,285
9
$6.56M 2.75%
63,580
+44,020
10
$6.52M 2.73%
50,819
+50,330
11
$6.08M 2.55%
116,762
-96,289
12
$5.3M 2.22%
92,738
-1,976
13
$4.99M 2.09%
101,543
+23,774
14
$4.97M 2.09%
57,655
+43,131
15
$4.91M 2.06%
13,486
+3,723
16
$4.8M 2.01%
81,004
-6,633
17
$4.58M 1.92%
129,980
-22,435
18
$4.56M 1.91%
38,039
-573
19
$4.54M 1.91%
+250,827
20
$4.45M 1.86%
216,420
+63,744
21
$3.85M 1.61%
32,974
+2,954
22
$3.83M 1.61%
51,724
+15,662
23
$3.74M 1.57%
23,382
+1,801
24
$3.35M 1.4%
18,057
+2,551
25
$3.17M 1.33%
52,668
+1,290
1
2 3 4 5