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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
-1.19%
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
$136M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
102.21%
Top 10 Holdings %
Top 10 Hldgs %
83.74%
Holding
61
New
61
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$26.5M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$24M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$14.7M |
| 4 |
iShares Russell 2000 Value ETF
IWN
|
+$11.9M |
| 5 |
iShares MSCI EAFE Value ETF
EFV
|
+$10.9M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 0.01% |
| 2 | Consumer Discretionary | 0% |
| 3 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
| $4K | ﹤0.01% |
+124
| New | +$4.02K |
|
52
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
| $4K | ﹤0.01% |
+82
| New | +$3.9K |
|
53
iShares National Muni Bond ETF
MUB
$45.6B
| $4K | ﹤0.01% |
+37
| New | +$4.05K |
|
54
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| $2K | ﹤0.01% |
+17
| New | +$1.99K |
|
55
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
| $2K | ﹤0.01% |
+18
| New | +$2.33K |
|
56
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
| $2K | ﹤0.01% |
+28
| New | +$2.64K |
|
57
Motorola Solutions
MSI
$67.6B
| $1K | ﹤0.01% |
+20
| New | +$1.17K |
|
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