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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
-2.39%
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
$176M
AUM Growth
-$1.06M
Cap. Flow
+$3.52M
Cap. Flow %
2%
Top 10 Hldgs %
70.62%
Holding
90
New
3
Increased
42
Reduced
37
Closed
2

Top Buys

1
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.7M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$743K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$655K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$420K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.32M
2
VTI icon
Vanguard Total Stock Market ETF
VTI
+$935K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$450K
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$410K
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$290K

Sector Composition

1 Energy 0.03%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SRLN icon
51
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$116K 0.07%
2,360
+557
+31% +$27.7K
IGSB icon
52
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$115K 0.07%
2,190
-320
-13% -$16.9K
BKLN icon
53
Invesco Senior Loan ETF
BKLN
$7.19B
$111K 0.06%
4,552
+823
+22% +$20.3K
DVY icon
54
iShares Select Dividend ETF
DVY
$23.4B
$103K 0.06%
1,400
+5
+0.4% +$377
BIK
55
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$85K 0.05%
3,662
-162
-4% -$4.01K
WIP icon
56
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$83K 0.05%
1,420
-5
-0.4% -$307
IEF icon
57
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$73K 0.04%
703
– –
HYG icon
58
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$72K 0.04%
779
-16
-2% -$1.5K
MXI icon
59
iShares Global Materials ETF
MXI
$340M
$52K 0.03%
870
-108
-11% -$6.9K
GUNR icon
60
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$47K 0.03%
1,376
+1,063
+340% +$39.2K
VBR icon
61
Vanguard Small-Cap Value ETF
VBR
$36.8B
$46K 0.03%
465
+197
+74% +$20.4K
VTV icon
62
Vanguard Value ETF
VTV
$186B
$46K 0.03%
562
+243
+76% +$19.9K
GNR icon
63
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
$43K 0.02%
886
+370
+72% +$19.2K
VUG icon
64
Vanguard Growth ETF
VUG
$227B
$43K 0.02%
2,598
+366
+16% +$6.09K
ILF icon
65
iShares Latin America 40 ETF
ILF
$3.78B
$42K 0.02%
1,127
-36
-3% -$1.45K
SUB icon
66
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$42K 0.02%
398
+59
+17% +$6.27K
VTI icon
67
Vanguard Total Stock Market ETF
VTI
$668B
$42K 0.02%
413
-9,145
-96% -$935K
IXC icon
68
iShares Global Energy ETF
IXC
$2.2B
$40K 0.02%
915
-71
-7% -$3.32K
GMF icon
69
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$431M
$36K 0.02%
424
-111
-21% -$9.62K
MDY icon
70
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$34K 0.02%
138
+68
+97% +$17.5K
VGLT icon
71
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$33K 0.02%
453
+167
+58% +$12K
IJR icon
72
iShares Core S&P Small-Cap ETF
IJR
$110B
$31K 0.02%
592
+324
+121% +$17.6K
IJT icon
73
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$31K 0.02%
546
+248
+83% +$14.5K
OXY icon
74
Occidental Petroleum
OXY
$53.5B
$22K 0.01%
237
+72
+44% +$6.91K
ETP
75
DELISTED
Energy Transfer Partners L.p.
ETP
$20K 0.01%
320
+116
+57% +$6.71K
1 2
3
4

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