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
+6.09%
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
$262M
AUM Growth
+$33.2M
Cap. Flow
+$22.1M
Cap. Flow %
8.43%
Top 10 Hldgs %
52.44%
Holding
181
New
12
Increased
71
Reduced
44
Closed
13

Top Buys

1
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$10.2M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$6.19M
3
GLD icon
SPDR Gold Trust
GLD
+$5.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.07M
5
SLV icon
iShares Silver Trust
SLV
+$3.09M

Top Sells

1
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.71M
2
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.17M
3
META icon
Meta Platforms (Facebook)
META
+$2.8M
4
SLVP icon
iShares MSCI Global Silver and Metals Miners ETF
SLVP
+$1.69M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.31M

Sector Composition

1 Technology 3.36%
2 Communication Services 2.97%
3 Financials 0.57%
4 Utilities 0.47%
5 Industrials 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TLH icon
51
iShares 10-20 Year Treasury Bond ETF
TLH
$11B
$604K 0.23%
4,069
+123
+3% +$18.2K
META icon
52
Meta Platforms (Facebook)
META
$1.73T
$586K 0.22%
1,741
-8,429
-83% -$2.8M
DGRW icon
53
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.8B
$538K 0.21%
8,170
-253
-3% -$15.9K
VOX icon
54
Vanguard Communication Services ETF
VOX
$5.98B
$522K 0.2%
3,852
+444
+13% +$61.8K
JPSE icon
55
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$595M
$500K 0.19%
10,875
+2,826
+35% +$129K
GATX icon
56
GATX Corp
GATX
$6.29B
$469K 0.18%
4,500
– –
DHS icon
57
WisdomTree US High Dividend Fund
DHS
$1.52B
$454K 0.17%
5,506
+17
+0.3% +$1.35K
HYG icon
58
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$454K 0.17%
5,218
+1,515
+41% +$131K
TSLA icon
59
Tesla
TSLA
$1.48T
$445K 0.17%
1,263
– –
SPHD icon
60
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.42B
$436K 0.17%
9,636
+72
+0.8% +$3.13K
BAB icon
61
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$430K 0.16%
13,036
+75
+0.6% +$2.48K
RAVI icon
62
FlexShares Ultra-Short Income Fund
RAVI
$1.45B
$430K 0.16%
5,694
+3
+0.1% +$228
IVE icon
63
iShares S&P 500 Value ETF
IVE
$48.6B
$366K 0.14%
2,338
+103
+5% +$15.7K
EFA icon
64
iShares MSCI EAFE ETF
EFA
$77.5B
$359K 0.14%
4,566
+48
+1% +$3.8K
ACWX icon
65
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$357K 0.14%
6,415
+128
+2% +$7.2K
QLVD icon
66
FlexShares Developed Markets ex-US Quality Low Volatility Index Fund
QLVD
$53.6M
$340K 0.13%
12,096
+1,828
+18% +$51K
MSFT icon
67
Microsoft
MSFT
$2.94T
$336K 0.13%
1,000
– –
IWM icon
68
iShares Russell 2000 ETF
IWM
$82.7B
$320K 0.12%
1,437
-7
-0.5% -$1.58K
AGZD icon
69
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$319K 0.12%
13,662
+620
+5% +$14.5K
PFF icon
70
iShares Preferred and Income Securities ETF
PFF
$13.4B
$318K 0.12%
8,057
-5,617
-41% -$218K
NSC icon
71
Norfolk Southern
NSC
$73.8B
$316K 0.12%
5,522
+5,474
+11,404% +$1.53M
AEP icon
72
American Electric Power
AEP
$72.1B
$311K 0.12%
3,500
– –
JPUS
73
JPMorgan Diversified Return US Equity ETF
JPUS
$448M
$309K 0.12%
2,912
-49
-2% -$5K
EFAV icon
74
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$291K 0.11%
3,788
-66
-2% -$5.03K
XLB icon
75
State Street Materials Select Sector SPDR ETF
XLB
$8.33B
$287K 0.11%
6,328
+2,446
+63% +$106K
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