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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
+2.41%
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
$182M
AUM Growth
+$6.52M
Cap. Flow
+$2.85M
Cap. Flow %
1.56%
Top 10 Hldgs %
71.32%
Holding
96
New
8
Increased
34
Reduced
43
Closed
6

Top Buys

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.22M
2
FXI icon
iShares China Large-Cap ETF
FXI
+$2.8M
3
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.11M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.71M

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.64M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.76M
3
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.64M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$929K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$920K

Sector Composition

1 Energy 0.01%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
51
Invesco Senior Loan ETF
BKLN
$7.19B
$112K 0.06%
4,662
+110
+2% +$2.66K
IGSB icon
52
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$112K 0.06%
2,128
-62
-3% -$3.26K
VUG icon
53
Vanguard Growth ETF
VUG
$227B
$77K 0.04%
4,440
+1,842
+71% +$31.3K
WIP icon
54
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$76K 0.04%
1,327
-93
-7% -$5.44K
SUB icon
55
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$74K 0.04%
696
+298
+75% +$31.6K
HYG icon
56
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$73K 0.04%
818
+39
+5% +$3.55K
BIK
57
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$71K 0.04%
3,274
-388
-11% -$8.92K
IEF icon
58
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$70K 0.04%
656
-47
-7% -$4.96K
VGLT icon
59
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$68K 0.04%
880
+427
+94% +$32.1K
VBR icon
60
Vanguard Small-Cap Value ETF
VBR
$36.8B
$65K 0.04%
614
+149
+32% +$15.4K
RWO icon
61
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$56K 0.03%
1,172
-7,817
-87% -$366K
VTV icon
62
Vanguard Value ETF
VTV
$186B
$54K 0.03%
635
+73
+13% +$6.03K
VTI icon
63
Vanguard Total Stock Market ETF
VTI
$668B
$51K 0.03%
481
+68
+16% +$7.04K
VOE icon
64
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$50K 0.03%
558
-20,132
-97% -$1.76M
MDY icon
65
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$44K 0.02%
168
+30
+22% +$7.68K
GUNR icon
66
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$42K 0.02%
1,381
+5
+0.4% +$163
IJR icon
67
iShares Core S&P Small-Cap ETF
IJR
$110B
$42K 0.02%
730
+138
+23% +$7.53K
MXI icon
68
iShares Global Materials ETF
MXI
$340M
$39K 0.02%
705
-165
-19% -$9.46K
ILF icon
69
iShares Latin America 40 ETF
ILF
$3.78B
$36K 0.02%
1,134
+7
+0.6% +$243
IJT icon
70
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$35K 0.02%
568
+22
+4% +$1.29K
IXC icon
71
iShares Global Energy ETF
IXC
$2.2B
$34K 0.02%
919
+4
+0.4% +$159
V icon
72
Visa
V
$675B
$22K 0.01%
340
– –
JNK icon
73
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$17K 0.01%
147
+3
+2% +$356
ETP
74
DELISTED
Energy Transfer Partners L.p.
ETP
$12K 0.01%
192
-128
-40% -$8.18K
PAA icon
75
Plains All American Pipeline
PAA
$16.5B
$11K 0.01%
219
-101
-32% -$5.37K
1 2
3
4

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APW
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MPIM
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