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
$262M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.45M
3
+$5.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.09M
5
AAPL icon
Apple
AAPL
+$3.12M

Top Sells

1
+$5.71M
2
+$4.17M
3
+$2.84M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.64M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.35M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.3M 8.88%
48,823
-1,491
2
$22.8M 8.7%
132,735
+37,556
3
$16.7M 6.37%
126,016
+14,460
4
$15.7M 5.97%
137,189
+2,147
5
$12.7M 4.84%
26,713
+1,260
6
$10.4M 3.97%
105,373
+103,802
7
$10.2M 3.9%
61,578
-1,840
8
$9.32M 3.55%
184,911
+3,991
9
$8.4M 3.21%
56,709
+27,612
10
$7.99M 3.05%
44,998
+17,586
11
$6.04M 2.3%
25,020
-3,390
12
$5.48M 2.09%
107,351
+8,271
13
$5.44M 2.08%
31,823
+31,346
14
$5.43M 2.07%
12,449
-3,101
15
$5.13M 1.96%
44,214
+1,662
16
$4.99M 1.91%
189,562
-5,808
17
$4.98M 1.9%
90,314
-4,630
18
$4.9M 1.87%
49,921
+981
19
$4.9M 1.87%
82,734
-2,995
20
$4.9M 1.87%
34,781
-1,667
21
$4M 1.53%
54,696
-222
22
$3.59M 1.37%
5,966
+3,577
23
$3.54M 1.35%
24,440
-9,000
24
$3.44M 1.31%
36,367
+548
25
$3.26M 1.24%
103,668
+12,938
1
2 3 4 5