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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
+1.6%
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
$172M
AUM Growth
+$2.46M
Cap. Flow
-$106K
Cap. Flow %
-0.06%
Top 10 Hldgs %
76.77%
Holding
148
New
76
Increased
30
Reduced
36
Closed
–

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.27M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$521K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$632K
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLD icon
26
SPDR Gold Trust
GLD
$131B
$1.27M 0.73%
10,238
+399
+4% +$49.7K
XLE icon
27
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$1.25M 0.72%
28,016
+2,270
+9% +$97.9K
VV icon
28
Vanguard Large-Cap ETF
VV
$53.1B
$1.22M 0.71%
14,168
-65
-0.5% -$5.49K
IEI icon
29
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$859K 0.5%
7,113
-190
-3% -$23K
SLV icon
30
iShares Silver Trust
SLV
$27.9B
$813K 0.47%
42,700
-2,382
-5% -$46.9K
VCIT icon
31
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$666K 0.39%
7,841
-309
-4% -$26.1K
CGW icon
32
Invesco S&P Global Water Index ETF
CGW
$1.05B
$634K 0.37%
21,853
+3,935
+22% +$110K
SPY icon
33
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$531K 0.31%
+2,837
New +$521K
XLU icon
34
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$399K 0.23%
19,234
+1,956
+11% +$38.6K
IVW icon
35
iShares S&P 500 Growth ETF
IVW
$75.5B
$326K 0.19%
13,044
-44
-0.3% -$1.09K
DHS icon
36
WisdomTree US High Dividend Fund
DHS
$1.52B
$305K 0.18%
5,392
-9,106
-63% -$498K
VCSH icon
37
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$298K 0.17%
3,729
-345
-8% -$27.6K
ICF icon
38
iShares Select U.S. REIT ETF
ICF
$2.07B
$285K 0.17%
6,936
-6,302
-48% -$251K
PFF icon
39
iShares Preferred and Income Securities ETF
PFF
$13.4B
$282K 0.16%
7,233
-25
-0.3% -$955
VNQ icon
40
Vanguard Real Estate ETF
VNQ
$38.8B
$204K 0.12%
+2,890
New +$198K
IFGL icon
41
iShares International Developed Real Estate ETF
IFGL
$82M
$202K 0.12%
6,708
+1,584
+31% +$47.4K
VOE icon
42
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$199K 0.12%
+2,398
New +$192K
IJT icon
43
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$196K 0.11%
3,298
+3,234
+5,053% +$190K
IJR icon
44
iShares Core S&P Small-Cap ETF
IJR
$110B
$192K 0.11%
+3,480
New +$188K
IAU icon
45
iShares Gold Trust
IAU
$63B
$191K 0.11%
7,676
-2,607
-25% -$65.4K
VWO icon
46
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$167K 0.1%
4,117
+72
+2% +$2.79K
IGSB icon
47
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$138K 0.08%
2,620
+126
+5% +$6.64K
DVY icon
48
iShares Select Dividend ETF
DVY
$23.4B
$105K 0.06%
1,436
+1
+0.1% +$71
BIK
49
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$86K 0.05%
3,869
+362
+10% +$7.92K
IEF icon
50
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$74K 0.04%
729
-12
-2% -$1.22K
1
2
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