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
$246M
AUM Growth
+$7.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$6.59M
2
+$5.82M
3
+$5.81M
4
GLD icon
SPDR Gold Trust
GLD
+$4.75M
5
META icon
Meta Platforms (Facebook)
META
+$2.81M

Top Sells

1
+$6.68M
2
+$6.27M
3
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.18M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 8.91%
50,965
-5,062
2
$15.1M 6.13%
130,698
-4,049
3
$14.4M 5.88%
93,342
-6,795
4
$13.2M 5.36%
98,135
-1,402
5
$10.7M 4.36%
64,672
-9,224
6
$10.7M 4.35%
94,629
-6,872
7
$9.24M 3.76%
178,440
-16,335
8
$9.08M 3.69%
92,733
-17,726
9
$8.62M 3.51%
52,055
+28,673
10
$6.59M 2.68%
+62,546
11
$6.53M 2.66%
53,500
-10,080
12
$5.93M 2.41%
42,189
+41,401
13
$5.81M 2.36%
40,266
+40,253
14
$5.26M 2.14%
92,047
-691
15
$5.22M 2.12%
13,259
-227
16
$5.07M 2.06%
83,738
+2,734
17
$4.82M 1.96%
93,523
-8,020
18
$4.82M 1.96%
36,834
-1,205
19
$4.68M 1.91%
37,186
+4,212
20
$4.46M 1.82%
194,940
-21,480
21
$4.44M 1.81%
12,771
+8,068
22
$4.41M 1.79%
118,712
-11,268
23
$4.21M 1.71%
249,581
-1,246
24
$4.14M 1.68%
49,667
-2,057
25
$3.69M 1.5%
54,846
+2,178
1
2 3 4 5