We are live on ! Find out more
IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
-3.83%
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
$148M
AUM Growth
+$1.12M
Cap. Flow
+$7.39M
Cap. Flow %
4.98%
Top 10 Hldgs %
57.11%
Holding
84
New
4
Increased
27
Reduced
45
Closed
–

Top Buys

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.73M
2
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$6.08M
3
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.29M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.56M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$2.23M

Top Sells

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.07M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.98M
3
GLD icon
SPDR Gold Trust
GLD
+$1.86M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$1.68M
5
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.67M

Sector Composition

1 Technology 1.04%
2 Financials 0.48%
3 Industrials 0.33%
4 Consumer Discretionary 0.19%
5 Utilities 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAPL icon
26
Apple
AAPL
$4.81T
$1.21M 0.82%
7,096
– –
VYM icon
27
Vanguard High Dividend Yield ETF
VYM
$80B
$1.2M 0.81%
11,582
-717
-6% -$76.9K
TIP icon
28
iShares TIPS Bond ETF
TIP
$14.4B
$1.18M 0.79%
11,357
-990
-8% -$105K
XLK icon
29
State Street Technology Select Sector SPDR ETF
XLK
$118B
$1.07M 0.72%
13,094
+2,226
+20% +$191K
SPGM icon
30
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.84B
$1.06M 0.72%
21,058
-29,633
-58% -$1.55M
VFQY icon
31
Vanguard US Quality Factor ETF
VFQY
$475M
$1.03M 0.7%
9,185
-582
-6% -$67.3K
RSPR icon
32
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$105M
$785K 0.53%
27,430
-763
-3% -$23.7K
VCIT icon
33
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$757K 0.51%
9,965
+649
+7% +$50.5K
IAU icon
34
iShares Gold Trust
IAU
$63B
$748K 0.5%
21,372
+781
+4% +$28.5K
TDTT icon
35
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.53B
$747K 0.5%
32,201
-8,111
-20% -$189K
VO icon
36
Vanguard Mid-Cap ETF
VO
$106B
$703K 0.47%
13,504
-15,880
-54% -$871K
SPHD icon
37
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$697K 0.47%
17,783
-1,704
-9% -$70.2K
VOO icon
38
Vanguard S&P 500 ETF
VOO
$989B
$615K 0.41%
1,566
-4,843
-76% -$1.98M
JPUS
39
JPMorgan Diversified Return US Equity ETF
JPUS
$448M
$579K 0.39%
6,169
-372
-6% -$36.5K
VPU
40
Vanguard Utilities ETF
VPU
$8.66B
$566K 0.38%
4,440
-87
-2% -$12.2K
DGRW icon
41
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$564K 0.38%
8,884
-82
-0.9% -$5.45K
ARKK icon
42
ARK Innovation ETF
ARKK
$6.51B
$554K 0.37%
13,970
+1,310
+10% +$57.8K
JPSE icon
43
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$595M
$552K 0.37%
14,038
-1,192
-8% -$49.1K
XT icon
44
iShares Future Exponential Technologies ETF
XT
$3.91B
$550K 0.37%
10,528
+1,150
+12% +$63.3K
XBI icon
45
State Street SPDR S&P Biotech ETF
XBI
$10.6B
$542K 0.37%
7,428
-259
-3% -$20.7K
SCHH icon
46
Schwab US REIT ETF
SCHH
$11.3B
$515K 0.35%
29,036
-87,265
-75% -$1.68M
GATX icon
47
GATX Corp
GATX
$6.29B
$490K 0.33%
4,500
– –
REZ icon
48
iShares Residential and Multisector Real Estate ETF
REZ
$880M
$488K 0.33%
7,405
-23,307
-76% -$1.67M
SPY icon
49
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$469K 0.32%
1,097
+12
+1% +$5.34K
TLT icon
50
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$450K 0.3%
5,069
-12,246
-71% -$1.18M
1
2
3 4

Similar funds

TI
Truxt Investmentos Rio De Janeiro, Brazil $153M AUM
BCM
Berbice Capital Management Melville, New York $153M AUM 37.2% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $153M AUM 13.86% 1-Year Est. Return
FWP
Fiduciary Wealth Partners Boston, Massachusetts $153M AUM 18.34% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
MPIM
McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return