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
+3.48%
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
$210M
AUM Growth
-$1.04M
Cap. Flow
-$6.49M
Cap. Flow %
-3.08%
Top 10 Hldgs %
57.94%
Holding
128
New
18
Increased
37
Reduced
56
Closed
7

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.5M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.46M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$6.37M
4
AAPL icon
Apple
AAPL
+$2.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.98M

Top Sells

1
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.76M
2
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$6.34M
3
GLD icon
SPDR Gold Trust
GLD
+$6.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.08M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.58M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
51
iShares Select Dividend ETF
DVY
$23.4B
$370K 0.18%
3,709
-47
-1% -$4.71K
DHS icon
52
WisdomTree US High Dividend Fund
DHS
$1.52B
$349K 0.17%
4,841
-209
-4% -$15K
TLH icon
53
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$335K 0.16%
2,606
-502
-16% -$65.4K
DGRW icon
54
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$320K 0.15%
7,228
-545
-7% -$23.6K
BWX icon
55
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$298K 0.14%
10,884
+912
+9% +$25.2K
CASH icon
56
Pathward Financial
CASH
$1.92B
$291K 0.14%
+10,575
New +$317K
NOBL icon
57
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$283K 0.13%
8,466
-206
-2% -$6.76K
JPIN icon
58
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$254K 0.12%
4,347
-367
-8% -$21.2K
VTV icon
59
Vanguard Value ETF
VTV
$186B
$244K 0.12%
2,202
+1,028
+88% +$112K
VWO icon
60
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$244K 0.12%
5,945
-4,458
-43% -$188K
VBR icon
61
Vanguard Small-Cap Value ETF
VBR
$36.8B
$207K 0.1%
1,487
+378
+34% +$53K
VOE icon
62
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$200K 0.1%
1,767
+550
+45% +$62.5K
ERTH icon
63
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$199K 0.09%
4,570
+1,155
+34% +$50K
AGZD icon
64
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$197K 0.09%
8,206
-492
-6% -$11.8K
RWO icon
65
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$196K 0.09%
4,122
+984
+31% +$47.6K
VCIT icon
66
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$168K 0.08%
2,017
-683
-25% -$57.2K
IAU icon
67
iShares Gold Trust
IAU
$63B
$158K 0.08%
6,922
+295
+4% +$6.86K
MDY icon
68
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$157K 0.07%
426
-21,199
-98% -$7.76M
IVW icon
69
iShares S&P 500 Growth ETF
IVW
$75.5B
$152K 0.07%
3,436
-16
-0.5% -$688
VCSH icon
70
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$125K 0.06%
1,601
-81
-5% -$6.33K
DBC icon
71
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$116K 0.06%
6,468
-1,366
-17% -$23.5K
BA icon
72
Boeing
BA
$172B
$112K 0.05%
+300
New +$105K
SLVP icon
73
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$111K 0.05%
13,405
-3,529
-21% -$31.8K
GNR icon
74
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
$110K 0.05%
2,168
+33
+2% +$1.63K
USDU icon
75
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$103K 0.05%
3,854
-269
-7% -$7.17K
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