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
$194M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$262K
3
+$240K
4
NEE icon
NextEra Energy
NEE
+$224K
5
MS icon
Morgan Stanley
MS
+$208K

Top Sells

1
+$6.08M
2
+$102K
3
+$97.8K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$77.6K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$70.7K

Sector Composition

1 Technology 1.19%
2 Financials 0.66%
3 Consumer Discretionary 0.32%
4 Industrials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.6M 13.15%
44,306
+154
2
$14.4M 7.41%
142,167
+1,359
3
$11.9M 6.1%
59,883
-494
4
$10.1M 5.2%
191,453
+3,827
5
$8.99M 4.63%
18,410
+491
6
$7.09M 3.65%
72,260
+66,729
7
$6.85M 3.52%
38,184
+435
8
$5.25M 2.7%
155,756
+3,339
9
$4.95M 2.55%
36,446
+337
10
$4.72M 2.43%
50,715
+292
11
$4.7M 2.42%
54,157
+584
12
$4.53M 2.33%
193,133
+3,643
13
$4.52M 2.33%
17,184
+335
14
$4.41M 2.27%
87,760
+1,184
15
$4.12M 2.12%
42,919
+1,656
16
$3.98M 2.05%
23,874
-13
17
$3.8M 1.96%
66,098
+114
18
$3.32M 1.71%
51,207
+2,315
19
$3.02M 1.55%
20,171
-142
20
$2.98M 1.53%
19,338
-215
21
$2.9M 1.49%
25,699
-141
22
$2.66M 1.37%
90,340
+1,562
23
$2.38M 1.23%
28,730
-24
24
$2.35M 1.21%
43,653
-1,894
25
$2.29M 1.18%
10,138
+373
1
2 3 4