We are live on ! Find out more
IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
+1.95%
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
$200M
AUM Growth
+$9.92M
Cap. Flow
+$6.63M
Cap. Flow %
3.32%
Top 10 Hldgs %
57.27%
Holding
111
New
18
Increased
42
Reduced
33
Closed
2

Top Buys

1
ILF icon
iShares Latin America 40 ETF
ILF
+$8.12M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.64M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.18M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.47M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.35M

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.62M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.77M
3
GLD icon
SPDR Gold Trust
GLD
+$4.46M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$882K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$672K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 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
$309K 0.15%
+6,528
New +$307K
VNQ icon
52
Vanguard Real Estate ETF
VNQ
$38.8B
$294K 0.15%
3,392
+367
+12% +$32.7K
BKLN icon
53
Invesco Senior Loan ETF
BKLN
$7.19B
$291K 0.15%
+12,534
New +$290K
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$75.5B
$208K 0.1%
6,824
-20
-0.3% -$606
ICF icon
55
iShares Select U.S. REIT ETF
ICF
$2.07B
$207K 0.1%
3,944
-58
-1% -$3.14K
IFGL icon
56
iShares International Developed Real Estate ETF
IFGL
$82M
$183K 0.09%
6,072
+124
+2% +$3.74K
VTV icon
57
Vanguard Value ETF
VTV
$186B
$167K 0.08%
1,915
+577
+43% +$50.3K
SPHD icon
58
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$165K 0.08%
+4,238
New +$166K
DVY icon
59
iShares Select Dividend ETF
DVY
$23.4B
$149K 0.07%
1,735
+287
+20% +$24.8K
VTI icon
60
Vanguard Total Stock Market ETF
VTI
$668B
$144K 0.07%
+1,296
New +$144K
VOE icon
61
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$131K 0.07%
+1,402
New +$130K
VBR icon
62
Vanguard Small-Cap Value ETF
VBR
$36.8B
$124K 0.06%
1,120
+1,039
+1,283% +$114K
RWO icon
63
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$114K 0.06%
2,279
+445
+24% +$22.6K
SLVP icon
64
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$114K 0.06%
8,055
-582
-7% -$8.77K
IGSB icon
65
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$113K 0.06%
2,130
+442
+26% +$23.4K
MDY icon
66
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$103K 0.05%
364
-16,933
-98% -$4.77M
PZA icon
67
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$103K 0.05%
+3,964
New +$104K
IJT icon
68
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$99K 0.05%
1,450
+1,394
+2,489% +$94.1K
GNR icon
69
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
$91K 0.05%
+2,323
New +$89.5K
IJR icon
70
iShares Core S&P Small-Cap ETF
IJR
$110B
$90K 0.05%
+1,442
New +$88.1K
VGLT icon
71
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$76K 0.04%
900
-253
-22% -$21.5K
IEF icon
72
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$72K 0.04%
646
-2
-0.3% -$224
RYN icon
73
Rayonier
RYN
$6.56B
$69K 0.03%
2,857
+773
+37% +$18.9K
OXY icon
74
Occidental Petroleum
OXY
$53.5B
$68K 0.03%
+937
New +$70.1K
WIP icon
75
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$64K 0.03%
1,124
-5
-0.4% -$280
1 2
3
4 5

Similar funds

TI
Truxt Investmentos Rio De Janeiro, Brazil $153M AUM
BCM
Berbice Capital Management Melville, New York $153M AUM 37.2% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $153M AUM 13.86% 1-Year Est. Return
FWP
Fiduciary Wealth Partners Boston, Massachusetts $153M AUM 18.34% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
MPIM
McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return