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
$229M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$6.23M
3
+$4.28M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.06M
5
AAPL icon
Apple
AAPL
+$2.47M

Top Sells

1
+$10.2M
2
+$8.82M
3
+$8.43M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.59M
5
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.41M

Sector Composition

1 Communication Services 4.13%
2 Technology 1.9%
3 Financials 0.69%
4 Consumer Discretionary 0.56%
5 Utilities 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.7M 9.47%
50,314
-651
2
$15.5M 6.77%
135,042
+4,344
3
$14.8M 6.48%
111,556
+13,421
4
$14.6M 6.39%
95,179
+1,837
5
$10.9M 4.77%
25,453
+24,324
6
$10.2M 4.44%
63,418
-1,254
7
$9.21M 4.03%
180,920
+2,480
8
$6.31M 2.76%
28,410
+28,036
9
$6.13M 2.68%
15,550
+2,291
10
$5.71M 2.49%
40,905
-1,284
11
$5.41M 2.36%
94,944
+2,897
12
$5.15M 2.25%
85,729
+1,991
13
$5M 2.19%
99,080
+5,557
14
$4.64M 2.03%
36,448
-738
15
$4.47M 1.95%
33,440
-20,060
16
$4.46M 1.95%
195,370
+430
17
$4.42M 1.93%
40,176
+38,863
18
$4.33M 1.89%
42,552
+39,912
19
$4.2M 1.83%
29,097
-11,169
20
$4.19M 1.83%
48,940
-727
21
$3.96M 1.73%
35,819
-1,015
22
$3.88M 1.69%
27,412
+17,443
23
$3.69M 1.61%
54,918
+72
24
$3.45M 1.51%
10,170
-2,601
25
$2.71M 1.18%
13,492
-477
1
2 3 4 5