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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
+4.17%
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
$170M
AUM Growth
+$6.27M
Cap. Flow
-$181K
Cap. Flow %
-0.11%
Top 10 Hldgs %
76.58%
Holding
72
New
2
Increased
28
Reduced
37
Closed
–

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.49M
2
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$863K
3
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$376K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$317K
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$269K

Top Sells

1
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.49M
2
IGE icon
iShares North American Natural Resources ETF
IGE
+$331K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$196K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$156K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$146K

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
ILF icon
51
iShares Latin America 40 ETF
ILF
$3.78B
$40K 0.02%
1,073
+105
+11% +$4.02K
TLT icon
52
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$34K 0.02%
335
+3
+0.9% +$314
FXI icon
53
iShares China Large-Cap ETF
FXI
$4.62B
$26K 0.02%
665
+36
+6% +$1.37K
EPP icon
54
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$25K 0.01%
542
+21
+4% +$1.01K
MUB icon
55
iShares National Muni Bond ETF
MUB
$45.6B
$23K 0.01%
217
-3
-1% -$313
V icon
56
Visa
V
$675B
$19K 0.01%
340
– –
CHXX
57
DELISTED
EGSHARES CHINA INFRASTRUCTURE ETF
CHXX
$15K 0.01%
787
+34
+5% +$638
GUNR icon
58
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$13K 0.01%
385
+3
+0.8% +$103
VUG icon
59
Vanguard Growth ETF
VUG
$227B
$10K 0.01%
630
-54
-8% -$798
SUB icon
60
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$9K 0.01%
88
– –
F icon
61
Ford
F
$56.5B
$6K ﹤0.01%
400
– –
EMB icon
62
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5K ﹤0.01%
49
-9
-16% -$983
IJK icon
63
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$4K ﹤0.01%
104
-20
-16% -$721
IJT icon
64
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$4K ﹤0.01%
64
-18
-22% -$1.02K
VSS icon
65
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$4K ﹤0.01%
36
– –
VBR icon
66
Vanguard Small-Cap Value ETF
VBR
$36.8B
$2K ﹤0.01%
25
-1
-4% -$94
MSI icon
67
Motorola Solutions
MSI
$67.6B
$1K ﹤0.01%
20
– –
1 2
3

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MSWA
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FWP
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APW
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MPIM
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