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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
+2.95%
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
$190M
AUM Growth
+$26.8M
Cap. Flow
+$21.9M
Cap. Flow %
11.54%
Top 10 Hldgs %
60.8%
Holding
114
New
9
Increased
31
Reduced
34
Closed
21

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.3M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.46M
3
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.79M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.38M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.65M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.32M
3
SLV icon
iShares Silver Trust
SLV
+$655K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$564K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$404K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DGRW icon
26
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$1.49M 0.78%
47,107
-2,314
-5% -$72.3K
TDTT icon
27
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$1.46M 0.77%
58,403
+4,568
+8% +$113K
VV icon
28
Vanguard Large-Cap ETF
VV
$53.1B
$1.23M 0.65%
12,792
+165
+1% +$15.7K
VYM icon
29
Vanguard High Dividend Yield ETF
VYM
$80B
$1.08M 0.57%
15,070
+105
+0.7% +$7.34K
IEI icon
30
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$1.07M 0.57%
8,423
+939
+13% +$118K
DHS icon
31
WisdomTree US High Dividend Fund
DHS
$1.52B
$1.04M 0.55%
15,656
-705
-4% -$45.1K
AGZD icon
32
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$994K 0.52%
41,776
-1,560
-4% -$37.2K
RAVI icon
33
FlexShares Ultra-Short Income Fund
RAVI
$1.45B
$952K 0.5%
12,599
-865
-6% -$65.3K
SPY icon
34
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$930K 0.49%
4,441
-213
-5% -$44.2K
VCIT icon
35
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$867K 0.46%
9,695
-329
-3% -$28.9K
MUB icon
36
iShares National Muni Bond ETF
MUB
$45.6B
$779K 0.41%
6,842
-50,188
-88% -$5.65M
IVE icon
37
iShares S&P 500 Value ETF
IVE
$48.6B
$736K 0.39%
7,921
-763
-9% -$69.8K
TLH icon
38
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$698K 0.37%
4,762
-2,835
-37% -$403K
IWM icon
39
iShares Russell 2000 ETF
IWM
$82.7B
$669K 0.35%
5,821
-436
-7% -$49.2K
EFA icon
40
iShares MSCI EAFE ETF
EFA
$77.5B
$667K 0.35%
11,945
-836
-7% -$48.1K
GDX icon
41
VanEck Gold Miners ETF
GDX
$22.6B
$658K 0.35%
23,746
+2,686
+13% +$64.5K
XLU icon
42
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$586K 0.31%
22,336
+5,974
+37% +$147K
VCSH icon
43
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$540K 0.28%
6,676
-249
-4% -$20K
FLOT icon
44
iShares Floating Rate Bond ETF
FLOT
$10B
$504K 0.27%
9,960
-391
-4% -$19.7K
USDU icon
45
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$486K 0.26%
18,475
-506
-3% -$13.3K
PFF icon
46
iShares Preferred and Income Securities ETF
PFF
$13.4B
$427K 0.23%
10,703
-1,974
-16% -$77.4K
XLE icon
47
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$372K 0.2%
10,890
-184
-2% -$6.07K
FIW icon
48
First Trust Water ETF
FIW
$1.83B
$354K 0.19%
+10,073
New +$349K
IAU icon
49
iShares Gold Trust
IAU
$63B
$326K 0.17%
12,779
+9,126
+250% +$222K
VNQ icon
50
Vanguard Real Estate ETF
VNQ
$38.8B
$268K 0.14%
3,025
-51,431
-94% -$4.32M
1
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