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
+6.32%
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
$194M
AUM Growth
+$12.8M
Cap. Flow
+$1.86M
Cap. Flow %
0.96%
Top 10 Hldgs %
51.35%
Holding
89
New
3
Increased
37
Reduced
38
Closed
–

Top Buys

1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.43M
2
QQQ icon
Invesco QQQ Trust
QQQ
+$232K
3
TSLA icon
Tesla
TSLA
+$228K
4
NEE icon
NextEra Energy
NEE
+$207K
5
MS icon
Morgan Stanley
MS
+$201K

Top Sells

1
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$6.06M
2
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$99.9K
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$94.1K
4
PZA icon
Invesco National AMT-Free Municipal Bond ETF
PZA
+$77K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$68K

Sector Composition

1 Technology 1.19%
2 Financials 0.66%
3 Consumer Discretionary 0.32%
4 Industrials 0.31%
5 Utilities 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
51
State Street SPDR S&P 500 ETF Trust
SPY
$786B
$640K 0.33%
1,116
-82
-7% -$45.3K
ARKK icon
52
ARK Innovation ETF
ARKK
$6.51B
$622K 0.32%
13,086
-1,183
-8% -$53.2K
USB icon
53
US Bancorp
USB
$98.2B
$616K 0.32%
13,462
– –
XT icon
54
iShares Future Exponential Technologies ETF
XT
$3.91B
$605K 0.31%
9,944
-764
-7% -$44.9K
GATX icon
55
GATX Corp
GATX
$6.29B
$596K 0.31%
4,500
– –
DHS icon
56
WisdomTree US High Dividend Fund
DHS
$1.52B
$580K 0.3%
6,185
-414
-6% -$37.3K
JQUA icon
57
JPMorgan US Quality Factor ETF
JQUA
$8.14B
$578K 0.3%
10,218
– –
XLB icon
58
State Street Materials Select Sector SPDR ETF
XLB
$8.33B
$571K 0.29%
11,844
+190
+2% +$8.66K
VCR icon
59
Vanguard Consumer Discretionary ETF
VCR
$6.22B
$481K 0.25%
1,412
– –
IBUY icon
60
Amplify Online Retail ETF
IBUY
$112M
$480K 0.25%
7,875
+24
+0.3% +$1.33K
AGZD icon
61
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$117M
$473K 0.24%
21,078
-1,052
-5% -$23.4K
IGE icon
62
iShares North American Natural Resources ETF
IGE
$720M
$455K 0.23%
10,330
+140
+1% +$6.17K
ALL icon
63
Allstate
ALL
$61.6B
$451K 0.23%
2,376
– –
ERTH icon
64
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$438K 0.23%
9,697
-25
-0.3% -$1.05K
MSFT icon
65
Microsoft
MSFT
$2.94T
$430K 0.22%
1,000
– –
ACWX icon
66
iShares MSCI ACWI ex US ETF
ACWX
$11.5B
$415K 0.21%
7,251
+115
+2% +$6.26K
SHY icon
67
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
$395K 0.2%
4,745
-117
-2% -$9.65K
IVE icon
68
iShares S&P 500 Value ETF
IVE
$48.6B
$393K 0.2%
1,992
-12
-0.6% -$2.28K
MUB icon
69
iShares National Muni Bond ETF
MUB
$45.6B
$381K 0.2%
3,504
-79
-2% -$8.51K
GLD icon
70
SPDR Gold Trust
GLD
$131B
$381K 0.2%
1,566
+32
+2% +$7.33K
EFA icon
71
iShares MSCI EAFE ETF
EFA
$77.5B
$370K 0.19%
4,424
+39
+0.9% +$3.14K
AEP icon
72
American Electric Power
AEP
$72.1B
$359K 0.18%
3,500
– –
AMZN icon
73
Amazon
AMZN
$2.74T
$358K 0.18%
1,922
– –
PFF icon
74
iShares Preferred and Income Securities ETF
PFF
$13.4B
$348K 0.18%
10,481
-1,276
-11% -$41.1K
IWM icon
75
iShares Russell 2000 ETF
IWM
$82.7B
$298K 0.15%
1,350
-11
-0.8% -$2.35K
1 2
3
4

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