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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
-1.56%
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
$185M
AUM Growth
-$967K
Cap. Flow
+$2.88M
Cap. Flow %
1.55%
Top 10 Hldgs %
62.9%
Holding
122
New
17
Increased
32
Reduced
48
Closed
20

Top Buys

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.36M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.95M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$4.14M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.61M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.57M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.93M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.66M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TDTT icon
26
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$1.69M 0.91%
68,908
-1,527
-2% -$37.5K
RAVI icon
27
FlexShares Ultra-Short Income Fund
RAVI
$1.45B
$1.52M 0.82%
20,228
-6,222
-24% -$469K
SHY icon
28
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$1.29M 0.7%
15,220
-1,184
-7% -$100K
XLP icon
29
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.3B
$1.27M 0.68%
26,623
-3,023
-10% -$148K
FLOT icon
30
iShares Floating Rate Bond ETF
FLOT
$10B
$1.2M 0.65%
23,657
-878
-4% -$44.5K
SPY icon
31
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$1.12M 0.6%
5,433
-268
-5% -$56.3K
VV icon
32
Vanguard Large-Cap ETF
VV
$53.1B
$1.11M 0.6%
11,717
-923
-7% -$89.4K
VCIT icon
33
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$958K 0.52%
11,230
-298
-3% -$25.8K
IVE icon
34
iShares S&P 500 Value ETF
IVE
$48.6B
$920K 0.5%
9,981
-679
-6% -$64.1K
EFA icon
35
iShares MSCI EAFE ETF
EFA
$77.5B
$911K 0.49%
14,345
-2,402
-14% -$160K
IWM icon
36
iShares Russell 2000 ETF
IWM
$82.7B
$892K 0.48%
7,144
-727
-9% -$90.8K
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$805K 0.43%
6,547
-772
-11% -$95.2K
XLE icon
38
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$629K 0.34%
16,740
-4,530
-21% -$180K
VCSH icon
39
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$619K 0.33%
7,780
-259
-3% -$20.7K
MUB icon
40
iShares National Muni Bond ETF
MUB
$45.6B
$478K 0.26%
4,416
+540
+14% +$58.8K
GDX icon
41
VanEck Gold Miners ETF
GDX
$22.6B
$443K 0.24%
24,931
+20,176
+424% +$392K
CGW icon
42
Invesco S&P Global Water Index ETF
CGW
$1.05B
$421K 0.23%
14,714
-4,852
-25% -$142K
XLU icon
43
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$384K 0.21%
18,510
-5,608
-23% -$123K
PFF icon
44
iShares Preferred and Income Securities ETF
PFF
$13.4B
$320K 0.17%
8,182
-2,269
-22% -$90K
DHS icon
45
WisdomTree US High Dividend Fund
DHS
$1.52B
$239K 0.13%
4,015
-225
-5% -$13.8K
ICF icon
46
iShares Select U.S. REIT ETF
ICF
$2.07B
$225K 0.12%
5,018
-400
-7% -$19.2K
VWO icon
47
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$224K 0.12%
5,490
+539
+11% +$23.2K
VNQ icon
48
Vanguard Real Estate ETF
VNQ
$38.8B
$223K 0.12%
2,991
-33,267
-92% -$2.66M
IVW icon
49
iShares S&P 500 Growth ETF
IVW
$75.5B
$207K 0.11%
7,264
-76
-1% -$2.2K
SRLN icon
50
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$200K 0.11%
4,057
+703
+21% +$34.7K
1
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