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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
-0.66%
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
$153M
AUM Growth
-$1.89M
(-1.2%)
Cap. Flow
+$2.78M
Cap. Flow
% of AUM
1.82%
Top 10 Holdings %
Top 10 Hldgs %
56.37%
Holding
81
New
3
Increased
30
Reduced
41
Closed
3
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$3.69M |
| 2 |
FlexShares Ultra-Short Income Fund
RAVI
|
+$244K |
| 3 |
Southern Company
SO
|
+$204K |
| 4 |
DTE Energy
DTE
|
+$195K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$98.4K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
+$402K |
| 2 |
Invesco QQQ Trust
QQQ
|
+$399K |
| 3 |
Capital One
COF
|
+$222K |
| 4 |
Invesco National AMT-Free Municipal Bond ETF
PZA
|
+$205K |
| 5 |
Amplify Online Retail ETF
IBUY
|
+$204K |
Sector Composition
| 1 | Financials | 1% |
| 2 | Utilities | 0.74% |
| 3 | Industrials | 0.5% |
| 4 | Technology | 0.39% |
| 5 | Consumer Discretionary | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 1-3 Year Treasury Bond ETF
SHY
$25.7B
| $204K | 0.13% |
2,467
-19
| -0.8% | -$1.57K |
|
77
iShares Preferred and Income Securities ETF
PFF
$13.4B
| $204K | 0.13% |
6,718
-242
| -3% | -$7.58K |
|
|
78
DTE Energy
DTE
$30.6B
| $203K | 0.13% |
+1,386
| New | +$195K |
|
|
79
Capital One
COF
$129B
| – | – |
-917
| Closed | -$222K |
|
|
80
Amplify Online Retail ETF
IBUY
$112M
| – | – |
-2,747
| Closed | -$204K |
|
|
81
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
| – | – |
-8,826
| Closed | -$205K |
|
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