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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
+1.53%
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
$186M
AUM Growth
+$3.89M
Cap. Flow
+$1.48M
Cap. Flow %
0.79%
Top 10 Hldgs %
65.19%
Holding
111
New
21
Increased
36
Reduced
41
Closed
6

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.52M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.13M
3
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$2.72M
4
FXI icon
iShares China Large-Cap ETF
FXI
+$2.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.2M

Top Sells

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$4.6M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.95M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$2.36M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.93M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M

Sector Composition

1 Real Estate 0.03%
2 Financials 0.01%
3 Energy 0.01%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
51
iShares Gold Trust
IAU
$63B
$125K 0.07%
5,478
-208
-4% -$4.9K
IEF icon
52
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$120K 0.06%
1,110
+454
+69% +$49K
HYG icon
53
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$115K 0.06%
1,270
+452
+55% +$40.9K
DVY icon
54
iShares Select Dividend ETF
DVY
$23.4B
$113K 0.06%
1,448
– –
SLVP icon
55
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$98K 0.05%
+12,055
New +$110K
IGSB icon
56
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$95K 0.05%
1,802
-326
-15% -$17.2K
EMB icon
57
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$93K 0.05%
832
-345
-29% -$38.3K
GDX icon
58
VanEck Gold Miners ETF
GDX
$22.6B
$87K 0.05%
+4,755
New +$97.1K
VBR icon
59
Vanguard Small-Cap Value ETF
VBR
$36.8B
$79K 0.04%
719
+105
+17% +$11.1K
BIK
60
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$78K 0.04%
3,489
+215
+7% +$4.81K
VOE icon
61
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$67K 0.04%
733
+175
+31% +$15.8K
WIP icon
62
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$67K 0.04%
1,223
-104
-8% -$5.78K
MDY icon
63
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$65K 0.03%
233
+65
+39% +$17.5K
VTV icon
64
Vanguard Value ETF
VTV
$186B
$62K 0.03%
743
+108
+17% +$9.07K
VUG icon
65
Vanguard Growth ETF
VUG
$227B
$60K 0.03%
3,462
-978
-22% -$17.3K
IJR icon
66
iShares Core S&P Small-Cap ETF
IJR
$110B
$58K 0.03%
980
+250
+34% +$14.3K
SUB icon
67
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$57K 0.03%
540
-156
-22% -$16.5K
RWO icon
68
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$56K 0.03%
1,119
-53
-5% -$2.65K
PCL
69
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
$50K 0.03%
+1,158
New +$50.5K
VGLT icon
70
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$47K 0.03%
584
-296
-34% -$23.7K
GUNR icon
71
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$42K 0.02%
1,421
+40
+3% +$1.23K
IWF icon
72
iShares Russell 1000 Growth ETF
IWF
$128B
$38K 0.02%
+1,540
New +$37.6K
MXI icon
73
iShares Global Materials ETF
MXI
$340M
$35K 0.02%
611
-94
-13% -$5.39K
IWD icon
74
iShares Russell 1000 Value ETF
IWD
$81.7B
$34K 0.02%
+325
New +$33.7K
IXC icon
75
iShares Global Energy ETF
IXC
$2.2B
$34K 0.02%
940
+21
+2% +$760
1 2
3
4

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MPIM
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