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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
+3.28%
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
$163M
AUM Growth
-$9.33M
Cap. Flow
-$12.6M
Cap. Flow %
-7.73%
Top 10 Hldgs %
62.29%
Holding
124
New
3
Increased
38
Reduced
34
Closed
17

Top Buys

1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.05M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.88M
3
GLD icon
SPDR Gold Trust
GLD
+$3.11M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.71M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.45M

Top Sells

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$18.8M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.61M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.63M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.49M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$718K

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
51
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$136K 0.08%
3,919
-335
-8% -$10.5K
SLVP icon
52
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$131K 0.08%
15,752
-2,174
-12% -$14.6K
DVY icon
53
iShares Select Dividend ETF
DVY
$23.4B
$118K 0.07%
1,448
– –
IAU icon
54
iShares Gold Trust
IAU
$63B
$87K 0.05%
3,653
+185
+5% +$4.23K
IGSB icon
55
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$85K 0.05%
1,618
-46
-3% -$2.41K
IEF icon
56
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$71K 0.04%
644
-12
-2% -$1.31K
WIP icon
57
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$62K 0.04%
1,138
+15
+1% +$769
BIK
58
DELISTED
SPDR S&P BRIC 40 ETF
BIK
$52K 0.03%
2,815
-905
-24% -$15.5K
ILF icon
59
iShares Latin America 40 ETF
ILF
$3.78B
$36K 0.02%
1,421
-177
-11% -$3.79K
VUG icon
60
Vanguard Growth ETF
VUG
$227B
$35K 0.02%
1,956
+6
+0.3% +$101
SUB icon
61
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$34K 0.02%
321
-2
-0.6% -$212
V icon
62
Visa
V
$675B
$26K 0.02%
340
– –
IXC icon
63
iShares Global Energy ETF
IXC
$2.2B
$19K 0.01%
637
+1
+0.2% +$27
HYG icon
64
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$16K 0.01%
192
– –
JNK icon
65
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$15K 0.01%
147
– –
MXI icon
66
iShares Global Materials ETF
MXI
$340M
$10K 0.01%
203
+11
+6% +$477
VBR icon
67
Vanguard Small-Cap Value ETF
VBR
$36.8B
$8K ﹤0.01%
82
-788
-91% -$74.2K
EPD icon
68
Enterprise Products Partners
EPD
$81.2B
$7K ﹤0.01%
300
– –
GUNR icon
69
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$6K ﹤0.01%
257
+12
+5% +$267
WEA
70
Western Asset Premier Bond Fund
WEA
$126M
$6K ﹤0.01%
500
– –
F icon
71
Ford
F
$56.5B
$5K ﹤0.01%
400
– –
VZ icon
72
Verizon
VZ
$179B
$5K ﹤0.01%
100
– –
NSC icon
73
Norfolk Southern
NSC
$73.8B
$4K ﹤0.01%
50
– –
CHY
74
Calamos Convertible and High Income Fund
CHY
$1.09B
$3K ﹤0.01%
300
– –
CSX icon
75
CSX Corp
CSX
$91.8B
$3K ﹤0.01%
300
– –
1 2
3
4

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