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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
+2.13%
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
$211M
AUM Growth
+$2M
Cap. Flow
+$1.11M
Cap. Flow %
0.52%
Top 10 Hldgs %
57.13%
Holding
115
New
10
Increased
33
Reduced
60
Closed
5

Top Buys

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$18M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.55M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.06M
4
GLD icon
SPDR Gold Trust
GLD
+$5.55M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.56M

Top Sells

1
ILF icon
iShares Latin America 40 ETF
ILF
+$10.2M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.63M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.42M
4
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M
5
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$5.04M

Sector Composition

1 Communication Services 2.04%
2 Consumer Discretionary 1.07%
3 Technology 0.21%
4 Real Estate 0.13%
5 Energy 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
51
iShares Select Dividend ETF
DVY
$23.8B
$367K 0.17%
3,756
-252
-6% -$24.5K
TBF icon
52
ProShares Short 20+ Year Treasury ETF
TBF
$88.9M
$357K 0.17%
15,774
-268,837
-94% -$6.21M
DHS icon
53
WisdomTree US High Dividend Fund
DHS
$1.55B
$353K 0.17%
5,050
-1,734
-26% -$120K
DGRW icon
54
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$319K 0.15%
7,773
-4,861
-38% -$200K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$780B
$312K 0.15%
1,149
-27,482
-96% -$7.42M
BWX icon
56
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$277K 0.13%
9,972
-364
-4% -$10.3K
META icon
57
Meta Platforms (Facebook)
META
$1.69T
$274K 0.13%
+1,409
New +$255K
JPIN icon
58
JPMorgan Diversified Return International Equity ETF
JPIN
$360M
$272K 0.13%
4,714
+1,345
+40% +$80.5K
NOBL icon
59
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
$270K 0.13%
8,672
-316
-4% -$9.88K
GOOGL icon
60
Alphabet (Google) Class A
GOOGL
$4.33T
$254K 0.12%
4,500
-1,380
-23% -$75.1K
VNQ icon
61
Vanguard Real Estate ETF
VNQ
$39.6B
$253K 0.12%
3,109
-302
-9% -$23.4K
VCIT icon
62
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$226K 0.11%
2,700
-1,071
-28% -$89.6K
AGZD icon
63
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$116M
$208K 0.1%
8,698
-5,370
-38% -$129K
SLVP icon
64
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$763M
$171K 0.08%
16,934
+3,736
+28% +$39.4K
IAU icon
65
iShares Gold Trust
IAU
$61.7B
$159K 0.08%
6,627
-797
-11% -$20K
RWO icon
66
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
$151K 0.07%
+3,138
New +$148K
VBR icon
67
Vanguard Small-Cap Value ETF
VBR
$37.2B
$151K 0.07%
1,109
+582
+110% +$78.1K
ERTH icon
68
Invesco MSCI Sustainable Future ETF
ERTH
$135M
$144K 0.07%
3,415
+2,077
+155% +$90.1K
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$74.1B
$140K 0.07%
3,452
-88
-2% -$3.54K
DBC icon
70
Invesco DB Commodity Index Tracking Fund
DBC
$1.64B
$139K 0.07%
7,834
+2,579
+49% +$45.4K
VOE icon
71
Vanguard Mid-Cap Value ETF
VOE
$23.5B
$134K 0.06%
1,217
+704
+137% +$78K
VCSH icon
72
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$131K 0.06%
1,682
-824
-33% -$64.4K
RYN icon
73
Rayonier
RYN
$6.71B
$124K 0.06%
3,532
+1,889
+115% +$64.6K
VTV icon
74
Vanguard Value ETF
VTV
$186B
$122K 0.06%
1,174
+683
+139% +$71.5K
USDU icon
75
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$466M
$110K 0.05%
4,123
-2,596
-39% -$67.4K
1 2
3
4 5

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