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IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
+4.17%
1 Year Est. Return
+13.94%
3 Year Est. Return
+37.68%
5 Year Est. Return
+42.22%
10 Year Est. Return
+139.24%
AUM
$170M
AUM Growth
+$6.27M
Cap. Flow
-$181K
Cap. Flow %
-0.11%
Top 10 Hldgs %
76.58%
Holding
72
New
2
Increased
28
Reduced
37
Closed
–

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
2
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$863K
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$376K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$317K
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$269K

Top Sells

1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.49M
2
IGE icon
iShares North American Natural Resources ETF
IGE
+$331K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$196K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$156K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$146K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
26
Vanguard Large-Cap ETF
VV
$52.8B
$1.21M 0.71%
14,233
+83
+0.6% +$6.75K
GLD icon
27
SPDR Gold Trust
GLD
$129B
$1.14M 0.67%
9,839
+187
+2% +$23K
XLE icon
28
State Street Energy Select Sector SPDR ETF
XLE
$37.9B
$1.14M 0.67%
25,746
-1,408
-5% -$60.6K
IEI icon
29
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$877K 0.52%
7,303
-90
-1% -$10.9K
SLV icon
30
iShares Silver Trust
SLV
$27B
$843K 0.5%
45,082
+8,588
+24% +$172K
DHS icon
31
WisdomTree US High Dividend Fund
DHS
$1.54B
$799K 0.47%
14,498
-1,090
-7% -$59K
VCIT icon
32
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.6B
$674K 0.4%
8,150
-603
-7% -$50.5K
USMV icon
33
iShares MSCI USA Min Vol Factor ETF
USMV
$23.1B
$635K 0.37%
17,878
-100,607
-85% -$3.49M
CGW icon
34
Invesco S&P Global Water Index ETF
CGW
$1.06B
$495K 0.29%
17,918
+3,288
+22% +$87.2K
ICF icon
35
iShares Select U.S. REIT ETF
ICF
$2.1B
$495K 0.29%
13,238
-84
-0.6% -$3.25K
XLU icon
36
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$328K 0.19%
17,278
+424
+3% +$8.11K
VCSH icon
37
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$325K 0.19%
4,074
-397
-9% -$31.7K
IVW icon
38
iShares S&P 500 Growth ETF
IVW
$74.5B
$323K 0.19%
13,088
-84
-0.6% -$1.98K
PFF icon
39
iShares Preferred and Income Securities ETF
PFF
$13.3B
$267K 0.16%
7,258
-30
-0.4% -$1.13K
IAU icon
40
iShares Gold Trust
IAU
$61.9B
$240K 0.14%
10,283
-987
-9% -$24.4K
VWO icon
41
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$166K 0.1%
4,045
+232
+6% +$9.56K
IFGL icon
42
iShares International Developed Real Estate ETF
IFGL
$82M
$158K 0.09%
5,124
-181
-3% -$5.97K
IGSB icon
43
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$132K 0.08%
2,494
-64
-3% -$3.37K
DVY icon
44
iShares Select Dividend ETF
DVY
$23.8B
$102K 0.06%
1,435
-366
-20% -$25.5K
BIK
45
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$83K 0.05%
3,507
-67
-2% -$1.59K
IEF icon
46
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$74K 0.04%
741
-7
-0.9% -$710
WIP icon
47
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$493M
$62K 0.04%
1,055
-123
-10% -$7.31K
GMF icon
48
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$429M
$49K 0.03%
637
+43
+7% +$3.32K
IXC icon
49
iShares Global Energy ETF
IXC
$2.22B
$44K 0.03%
1,014
-35
-3% -$1.48K
MXI icon
50
iShares Global Materials ETF
MXI
$336M
$43K 0.03%
684
-154
-18% -$9.36K
1
2
3

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