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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
+1.6%
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
$172M
AUM Growth
+$2.46M
Cap. Flow
-$106K
Cap. Flow %
-0.06%
Top 10 Hldgs %
76.77%
Holding
148
New
76
Increased
30
Reduced
36
Closed
–

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.27M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$521K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$632K
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIP icon
51
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$63K 0.04%
1,043
-12
-1% -$704
IXC icon
52
iShares Global Energy ETF
IXC
$2.2B
$44K 0.03%
999
-15
-1% -$632
GMF icon
53
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$431M
$42K 0.02%
547
-90
-14% -$6.72K
ILF icon
54
iShares Latin America 40 ETF
ILF
$3.78B
$41K 0.02%
1,124
+51
+5% +$1.74K
MXI icon
55
iShares Global Materials ETF
MXI
$340M
$38K 0.02%
612
-72
-11% -$4.42K
TLT icon
56
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$37K 0.02%
338
+3
+0.9% +$320
MUB icon
57
iShares National Muni Bond ETF
MUB
$45.6B
$23K 0.01%
219
+2
+0.9% +$212
BKLN icon
58
Invesco Senior Loan ETF
BKLN
$7.19B
$21K 0.01%
+833
New +$20.7K
FXI icon
59
iShares China Large-Cap ETF
FXI
$4.62B
$18K 0.01%
512
-153
-23% -$5.36K
V icon
60
Visa
V
$675B
$18K 0.01%
340
– –
GUNR icon
61
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$14K 0.01%
398
+13
+3% +$443
EPP icon
62
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$11K 0.01%
222
-320
-59% -$14.8K
CHXX
63
DELISTED
EGSHARES CHINA INFRASTRUCTURE ETF
CHXX
$11K 0.01%
658
-129
-16% -$2.15K
SUB icon
64
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$10K 0.01%
90
+2
+2% +$213
VUG icon
65
Vanguard Growth ETF
VUG
$227B
$9K 0.01%
606
-24
-4% -$372
HYG icon
66
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$7K ﹤0.01%
+77
New +$7.22K
F icon
67
Ford
F
$56.5B
$6K ﹤0.01%
400
– –
VSS icon
68
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$6K ﹤0.01%
52
+16
+44% +$1.67K
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$5K ﹤0.01%
48
-1
-2% -$109
VBR icon
70
Vanguard Small-Cap Value ETF
VBR
$36.8B
$5K ﹤0.01%
51
+26
+104% +$2.54K
AAPL icon
71
Apple
AAPL
$4.81T
$4K ﹤0.01%
+224
New +$4.26K
BIIB icon
72
Biogen
BIIB
$29.1B
$4K ﹤0.01%
+14
New +$4.44K
CMCSA icon
73
Comcast
CMCSA
$83.9B
$4K ﹤0.01%
+168
New +$4.38K
IJK icon
74
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$4K ﹤0.01%
104
– –
VTV icon
75
Vanguard Value ETF
VTV
$186B
$4K ﹤0.01%
+45
New +$3.41K
1 2
3
4 5

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