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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
+3.78%
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
$164M
AUM Growth
+$27.8M
Cap. Flow
+$22.6M
Cap. Flow %
13.8%
Top 10 Hldgs %
75.23%
Holding
71
New
10
Increased
28
Reduced
24
Closed
1

Top Buys

1
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$7.97M
2
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$4.34M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$3.07M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.43M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$2.37M

Top Sells

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$3.06M
2
TIP icon
iShares TIPS Bond ETF
TIP
+$2.16M
3
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.06M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.06M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$891K

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
TLT icon
51
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$35K 0.02%
332
-8,412
-96% -$891K
EPP icon
52
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$25K 0.02%
521
-73
-12% -$3.33K
FXI icon
53
iShares China Large-Cap ETF
FXI
$4.62B
$23K 0.01%
629
-13
-2% -$462
MUB icon
54
iShares National Muni Bond ETF
MUB
$45.6B
$23K 0.01%
220
+183
+495% +$18.9K
V icon
55
Visa
V
$675B
$16K 0.01%
340
– –
GUNR icon
56
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$13K 0.01%
382
+5
+1% +$165
CHXX
57
DELISTED
EGSHARES CHINA INFRASTRUCTURE ETF
CHXX
$13K 0.01%
753
+19
+3% +$327
VUG icon
58
Vanguard Growth ETF
VUG
$227B
$10K 0.01%
+684
New +$9.42K
SUB icon
59
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$9K 0.01%
+88
New +$9.3K
F icon
60
Ford
F
$56.5B
$7K ﹤0.01%
400
– –
EMB icon
61
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$6K ﹤0.01%
58
+41
+241% +$4.45K
IJK icon
62
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$4K ﹤0.01%
124
– –
IJT icon
63
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$4K ﹤0.01%
82
– –
VSS icon
64
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$4K ﹤0.01%
36
+8
+29% +$764
VBR icon
65
Vanguard Small-Cap Value ETF
VBR
$36.8B
$2K ﹤0.01%
+26
New +$2.3K
MSI icon
66
Motorola Solutions
MSI
$67.6B
$1K ﹤0.01%
20
– –
FXE icon
67
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
– –
-18
Closed -$2K
1 2
3

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