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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
+2.24%
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
$217M
AUM Growth
-$563K
Cap. Flow
-$3.37M
Cap. Flow %
-1.55%
Top 10 Hldgs %
60.69%
Holding
143
New
5
Increased
44
Reduced
45
Closed
20

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.5M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M
4
AAPL icon
Apple
AAPL
+$2.51M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$894K

Top Sells

1
ILF icon
iShares Latin America 40 ETF
ILF
+$23.1M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.75M
3
NFLX icon
Netflix
NFLX
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.19M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHS icon
51
WisdomTree US High Dividend Fund
DHS
$1.52B
$376K 0.17%
5,046
+584
+13% +$42.5K
BKLN icon
52
Invesco Senior Loan ETF
BKLN
$7.19B
$374K 0.17%
+16,542
New +$375K
EFAV icon
53
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$364K 0.17%
4,969
+371
+8% +$26.9K
GATX icon
54
GATX Corp
GATX
$6.29B
$349K 0.16%
4,500
– –
SRLN icon
55
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$329K 0.15%
+7,108
New +$328K
AEP icon
56
American Electric Power
AEP
$72.1B
$328K 0.15%
3,500
– –
XLE icon
57
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$321K 0.15%
10,854
-3,664
-25% -$111K
ACWX icon
58
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$317K 0.15%
6,890
+30
+0.4% +$1.37K
DVY icon
59
iShares Select Dividend ETF
DVY
$23.4B
$285K 0.13%
2,794
+63
+2% +$6.28K
BWX icon
60
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$282K 0.13%
9,822
-129
-1% -$3.72K
VCIT icon
61
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$262K 0.12%
2,873
+792
+38% +$71.7K
ALL icon
62
Allstate
ALL
$61.6B
$258K 0.12%
2,376
– –
AGZD icon
63
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$256K 0.12%
10,708
+2,236
+26% +$53.4K
IAU icon
64
iShares Gold Trust
IAU
$63B
$215K 0.1%
7,628
-3
-0% -$85
DTE icon
65
DTE Energy
DTE
$30.6B
$184K 0.08%
1,629
– –
VCR icon
66
Vanguard Consumer Discretionary ETF
VCR
$6.22B
$179K 0.08%
995
+411
+70% +$74.2K
VWO icon
67
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$177K 0.08%
4,390
-139,365
-97% -$5.75M
IBUY icon
68
Amplify Online Retail ETF
IBUY
$112M
$172K 0.08%
3,676
+1,535
+72% +$75.8K
EMB icon
69
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$171K 0.08%
1,512
-198
-12% -$22.5K
NOBL icon
70
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$167K 0.08%
4,664
+548
+13% +$19.2K
HYG icon
71
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$161K 0.07%
1,846
+1,636
+779% +$142K
VCSH icon
72
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$159K 0.07%
1,961
+338
+21% +$27.3K
NEE icon
73
NextEra Energy
NEE
$186B
$154K 0.07%
2,648
– –
CVX icon
74
Chevron
CVX
$362B
$147K 0.07%
1,236
– –
MGEE icon
75
MGE Energy Inc
MGEE
$3.04B
$145K 0.07%
1,820
-180
-9% -$13.5K
1 2
3
4 5

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