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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
+13.46%
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
$203M
AUM Growth
+$89.7M
Cap. Flow
+$73.6M
Cap. Flow %
36.25%
Top 10 Hldgs %
58.62%
Holding
138
New
30
Increased
47
Reduced
27
Closed
1

Top Buys

1
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$13.9M
2
GLD icon
SPDR Gold Trust
GLD
+$10.2M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.37M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

1
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.73M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.28M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$728K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$435K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$408K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAU icon
51
iShares Gold Trust
IAU
$63B
$315K 0.16%
9,259
+51
+0.6% +$1.67K
DVY icon
52
iShares Select Dividend ETF
DVY
$23.4B
$314K 0.15%
3,891
+2,757
+243% +$220K
BAB icon
53
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$305K 0.15%
+9,266
New +$295K
EFA icon
54
iShares MSCI EAFE ETF
EFA
$77.5B
$303K 0.15%
4,977
+30
+0.6% +$1.74K
VCIT icon
55
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.7B
$303K 0.15%
3,187
-211
-6% -$19.4K
ACWX icon
56
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$296K 0.15%
6,857
-175
-2% -$7.15K
JPUS
57
JPMorgan Diversified Return US Equity ETF
JPUS
$448M
$280K 0.14%
4,038
-328
-8% -$21.8K
AEP icon
58
American Electric Power
AEP
$72.1B
$279K 0.14%
3,500
– –
AGZD icon
59
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$276K 0.14%
11,718
+142
+1% +$3.32K
IVE icon
60
iShares S&P 500 Value ETF
IVE
$48.6B
$276K 0.14%
2,549
+16
+0.6% +$1.7K
GATX icon
61
GATX Corp
GATX
$6.29B
$274K 0.14%
4,500
– –
NOBL icon
62
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$263K 0.13%
+7,804
New +$251K
IWM icon
63
iShares Russell 2000 ETF
IWM
$82.7B
$249K 0.12%
1,740
+53
+3% +$6.95K
ALL icon
64
Allstate
ALL
$61.6B
$230K 0.11%
2,376
– –
BKLN icon
65
Invesco Senior Loan ETF
BKLN
$7.19B
$212K 0.1%
+9,912
New +$210K
SRLN icon
66
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
$209K 0.1%
+4,826
New +$204K
XLE icon
67
State Street Energy Select Sector SPDR ETF
XLE
$37.4B
$199K 0.1%
10,526
+1,638
+18% +$30.5K
BWX icon
68
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$191K 0.09%
6,608
-63
-0.9% -$1.77K
VOX icon
69
Vanguard Communication Services ETF
VOX
$5.98B
$187K 0.09%
2,013
+1,811
+897% +$160K
EMB icon
70
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$183K 0.09%
+1,671
New +$173K
VCSH icon
71
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$173K 0.09%
2,089
+21
+1% +$1.71K
VWO icon
72
Vanguard FTSE Emerging Markets ETF
VWO
$122B
$171K 0.08%
4,312
+2,803
+186% +$104K
IVW icon
73
iShares S&P 500 Growth ETF
IVW
$75.5B
$160K 0.08%
3,092
-16
-0.5% -$767
NEE icon
74
NextEra Energy
NEE
$186B
$159K 0.08%
2,648
– –
DTE icon
75
DTE Energy
DTE
$30.6B
$149K 0.07%
1,629
– –
1 2
3
4 5

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