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
$191M
AUM Growth
-$3.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$799K
2
+$487K
3
+$308K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$284K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$235K

Top Sells

1
+$1.06M
2
+$607K
3
+$463K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$228K
5
DVY icon
iShares Select Dividend ETF
DVY
+$224K

Sector Composition

1 Technology 1.28%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.3M 13.78%
44,659
+353
2
$13.9M 7.27%
143,213
+1,046
3
$11.6M 6.1%
59,440
-443
4
$9.9M 5.19%
19,362
+952
5
$9.46M 4.96%
197,903
+6,450
6
$6.94M 3.63%
38,947
+763
7
$5.7M 2.99%
65,308
-6,952
8
$5.17M 2.71%
157,775
+2,019
9
$4.94M 2.59%
35,867
-579
10
$4.8M 2.52%
55,008
+851
11
$4.67M 2.45%
51,659
+944
12
$4.67M 2.45%
45,704
+2,785
13
$4.54M 2.38%
197,451
+4,318
14
$4.33M 2.27%
88,355
+595
15
$4.17M 2.19%
15,467
-1,717
16
$3.95M 2.07%
24,049
+175
17
$3.54M 1.86%
67,552
+1,454
18
$3.45M 1.81%
54,408
+3,201
19
$3M 1.57%
20,664
+493
20
$2.77M 1.45%
20,136
+798
21
$2.69M 1.41%
25,194
-505
22
$2.61M 1.37%
91,014
+674
23
$2.59M 1.36%
11,150
+1,012
24
$2.27M 1.19%
44,092
+439
25
$2.24M 1.17%
8,468
+434
1
2 3 4