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
$148M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.09M
3
+$4.14M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.45M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$2.1M

Top Sells

1
+$2.97M
2
+$1.9M
3
+$1.78M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.55M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.54M

Sector Composition

1 Technology 1.04%
2 Financials 0.48%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.1M 16.27%
56,180
+15,055
2
$9.78M 6.59%
104,013
-3,919
3
$9.37M 6.32%
214,298
+55,992
4
$9.34M 6.3%
60,092
-3,507
5
$8.93M 6.02%
67,736
+31,418
6
$6.58M 4.44%
87,668
+81,121
7
$4.45M 3%
60,795
+28,661
8
$4.42M 2.98%
61,054
+28,880
9
$4.03M 2.72%
84,263
-4,262
10
$3.68M 2.48%
34,943
-4,374
11
$3.25M 2.19%
66,329
-4,356
12
$3.24M 2.19%
23,933
-1,374
13
$3.12M 2.1%
99,080
+3,132
14
$2.7M 1.82%
13,783
+738
15
$2.55M 1.72%
39,972
+1,860
16
$2.37M 1.6%
23,227
-29,100
17
$2.37M 1.59%
107,329
+3,270
18
$2.31M 1.56%
17,926
-358
19
$2.2M 1.48%
45,137
-4,956
20
$2.1M 1.41%
19,790
+182
21
$2.02M 1.36%
29,385
-2,014
22
$1.86M 1.25%
5,185
+910
23
$1.53M 1.03%
26,031
-4,000
24
$1.5M 1.01%
18,113
+406
25
$1.44M 0.97%
15,908
-935
1
2 3 4