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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
+1.7%
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
$212M
AUM Growth
+$6.98M
Cap. Flow
+$4.32M
Cap. Flow %
2.03%
Top 10 Hldgs %
59.31%
Holding
108
New
8
Increased
38
Reduced
50
Closed
6

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.09M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.43M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.41M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.32M

Top Sells

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.1M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.79M
3
ILF icon
iShares Latin America 40 ETF
ILF
+$7.76M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VV icon
26
Vanguard Large-Cap ETF
VV
$53.1B
$1.5M 0.71%
13,508
+240
+2% +$26.4K
TIP icon
27
iShares TIPS Bond ETF
TIP
$14.4B
$1.44M 0.68%
12,696
-708
-5% -$80.9K
VYM icon
28
Vanguard High Dividend Yield ETF
VYM
$80B
$1.25M 0.59%
15,941
+59
+0.4% +$4.59K
DGRW icon
29
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$1.2M 0.56%
32,541
-1,240
-4% -$44.9K
IEI icon
30
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$1.17M 0.55%
9,497
+37
+0.4% +$4.58K
FIW icon
31
First Trust Water ETF
FIW
$1.83B
$1.16M 0.54%
27,002
-452
-2% -$19.1K
XLU icon
32
State Street Utilities Select Sector SPDR ETF
XLU
$23.6B
$1.07M 0.5%
41,030
+3,530
+9% +$92.7K
RAVI icon
33
FlexShares Ultra-Short Income Fund
RAVI
$1.45B
$873K 0.41%
11,556
-186
-2% -$14K
DHS icon
34
WisdomTree US High Dividend Fund
DHS
$1.52B
$834K 0.39%
12,206
-421
-3% -$28.8K
ITA icon
35
iShares US Aerospace & Defense ETF
ITA
$14.1B
$825K 0.39%
10,490
+3,050
+41% +$235K
AGZD icon
36
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$768K 0.36%
32,026
-854
-3% -$20.5K
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$763K 0.36%
3,157
-92
-3% -$22K
PFF icon
38
iShares Preferred and Income Securities ETF
PFF
$13.4B
$737K 0.35%
18,812
+3,878
+26% +$151K
VCIT icon
39
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$731K 0.34%
8,357
-246
-3% -$21.5K
IVE icon
40
iShares S&P 500 Value ETF
IVE
$48.6B
$696K 0.33%
6,632
-131
-2% -$13.6K
EFA icon
41
iShares MSCI EAFE ETF
EFA
$77.5B
$681K 0.32%
10,442
-314
-3% -$20.3K
IWM icon
42
iShares Russell 2000 ETF
IWM
$82.7B
$651K 0.31%
4,619
-182
-4% -$25.2K
SPHD icon
43
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$597K 0.28%
14,841
-666
-4% -$26.8K
TLH icon
44
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$564K 0.27%
4,136
+977
+31% +$133K
PZA icon
45
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$560K 0.26%
22,011
+4,961
+29% +$126K
VCSH icon
46
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$418K 0.2%
5,221
-152
-3% -$12.2K
FLOT icon
47
iShares Floating Rate Bond ETF
FLOT
$10B
$391K 0.18%
7,674
-215
-3% -$10.9K
VNQ icon
48
Vanguard Real Estate ETF
VNQ
$38.8B
$389K 0.18%
4,671
+399
+9% +$33.3K
BWX icon
49
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$386K 0.18%
13,978
-207,705
-94% -$5.66M
USDU icon
50
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$379K 0.18%
14,414
-314
-2% -$8.41K
1
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