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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
-1.56%
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
$185M
AUM Growth
-$967K
Cap. Flow
+$2.88M
Cap. Flow %
1.55%
Top 10 Hldgs %
62.9%
Holding
122
New
17
Increased
32
Reduced
48
Closed
20

Top Buys

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.36M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.95M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$4.14M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.61M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.57M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.93M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.66M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BKLN icon
51
Invesco Senior Loan ETF
BKLN
$7.19B
$190K 0.1%
7,978
+567
+8% +$13.7K
SLVP icon
52
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$164K 0.09%
20,150
+8,095
+67% +$70.4K
IFGL icon
53
iShares International Developed Real Estate ETF
IFGL
$82M
$163K 0.09%
5,470
-385
-7% -$12.1K
DVY icon
54
iShares Select Dividend ETF
DVY
$23.4B
$109K 0.06%
1,448
– –
IAU icon
55
iShares Gold Trust
IAU
$63B
$106K 0.06%
4,683
-795
-15% -$18.3K
VBR icon
56
Vanguard Small-Cap Value ETF
VBR
$36.8B
$102K 0.06%
950
+231
+32% +$25.3K
VTI icon
57
Vanguard Total Stock Market ETF
VTI
$668B
$99K 0.05%
922
-41,890
-98% -$4.57M
VTV icon
58
Vanguard Value ETF
VTV
$186B
$99K 0.05%
1,186
+443
+60% +$37.8K
IGSB icon
59
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$96K 0.05%
1,818
+16
+0.9% +$843
MDY icon
60
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$89K 0.05%
326
+93
+40% +$25.9K
TLT icon
61
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$89K 0.05%
760
-21,746
-97% -$2.67M
IJR icon
62
iShares Core S&P Small-Cap ETF
IJR
$110B
$83K 0.04%
1,406
+426
+43% +$25.2K
BIK
63
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$75K 0.04%
3,178
-311
-9% -$7.6K
IEF icon
64
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$70K 0.04%
667
-443
-40% -$47.2K
WIP icon
65
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$66K 0.04%
1,209
-14
-1% -$776
RWO icon
66
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$57K 0.03%
1,236
+117
+10% +$5.66K
VGLT icon
67
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$46K 0.02%
630
+46
+8% +$3.49K
ILF icon
68
iShares Latin America 40 ETF
ILF
$3.78B
$37K 0.02%
1,240
+130
+12% +$4.06K
VUG icon
69
Vanguard Growth ETF
VUG
$227B
$34K 0.02%
1,902
-1,560
-45% -$28.3K
SUB icon
70
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$33K 0.02%
312
-228
-42% -$24.1K
IXC icon
71
iShares Global Energy ETF
IXC
$2.2B
$32K 0.02%
928
-12
-1% -$448
ETP
72
DELISTED
Energy Transfer Partners L.p.
ETP
$27K 0.01%
522
+226
+76% +$12.6K
V icon
73
Visa
V
$675B
$23K 0.01%
340
– –
JNK icon
74
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$17K 0.01%
147
– –
CUT icon
75
Invesco MSCI Global Timber ETF
CUT
$30.9M
$13K 0.01%
513
+72
+16% +$1.89K
1 2
3
4 5

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