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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
-0.05%
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
$209M
AUM Growth
-$18M
Cap. Flow
-$15.4M
Cap. Flow %
-7.34%
Top 10 Hldgs %
57.22%
Holding
113
New
2
Increased
32
Reduced
65
Closed
8

Top Buys

1
ILF icon
iShares Latin America 40 ETF
ILF
+$11.3M
2
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$7.49M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.89M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.79M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.53M

Top Sells

1
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$15.2M
2
FXI icon
iShares China Large-Cap ETF
FXI
+$8.65M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AGZD icon
51
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$337K 0.16%
14,068
-18,502
-57% -$446K
TLH icon
52
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$326K 0.16%
2,468
-211
-8% -$27.8K
VCIT icon
53
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$320K 0.15%
3,771
-4,467
-54% -$382K
BWX icon
54
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$305K 0.15%
10,336
-3,155
-23% -$91.7K
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$4.53T
$305K 0.15%
5,880
+4,420
+303% +$245K
NOBL icon
56
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$280K 0.13%
8,988
+1,236
+16% +$39.7K
VNQ icon
57
Vanguard Real Estate ETF
VNQ
$38.8B
$257K 0.12%
3,411
-1,320
-28% -$101K
BKLN icon
58
Invesco Senior Loan ETF
BKLN
$7.19B
$248K 0.12%
10,727
-122
-1% -$2.82K
AAPL icon
59
Apple
AAPL
$4.81T
$240K 0.11%
5,712
+1,268
+29% +$54.6K
BABA icon
60
Alibaba
BABA
$282B
$209K 0.1%
1,140
-63
-5% -$11.9K
JPIN icon
61
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$200K 0.1%
3,369
+1,015
+43% +$61.1K
VCSH icon
62
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$197K 0.09%
2,506
-2,775
-53% -$218K
IAU icon
63
iShares Gold Trust
IAU
$63B
$189K 0.09%
7,424
-1,385
-16% -$35.4K
XLE icon
64
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$187K 0.09%
5,556
-1,462
-21% -$51.7K
FLOT icon
65
iShares Floating Rate Bond ETF
FLOT
$10B
$171K 0.08%
3,365
-4,413
-57% -$225K
USDU icon
66
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$170K 0.08%
6,719
-8,402
-56% -$212K
IVW icon
67
iShares S&P 500 Growth ETF
IVW
$75.5B
$137K 0.07%
3,540
-1,524
-30% -$60.8K
SLVP icon
68
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$135K 0.06%
13,198
-397
-3% -$4.12K
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$129K 0.06%
1,147
-56,839
-98% -$6.46M
IFGL icon
70
iShares International Developed Real Estate ETF
IFGL
$82M
$99K 0.05%
3,330
-1,780
-35% -$53.5K
DBC icon
71
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$89K 0.04%
5,255
+1,463
+39% +$24.5K
ICF icon
72
iShares Select U.S. REIT ETF
ICF
$2.07B
$85K 0.04%
1,832
-608
-25% -$28.5K
VGLT icon
73
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$73K 0.03%
974
+227
+30% +$16.9K
VBR icon
74
Vanguard Small-Cap Value ETF
VBR
$36.8B
$68K 0.03%
527
-216
-29% -$28.6K
UHT
75
Universal Health Realty Income Trust
UHT
$592M
$64K 0.03%
1,060
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3
4 5

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