IFA
Interactive Financial Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
13.23%
This Fund
S&P 500
1 Year Est. Return
+13.23%
AUM
$155M
AUM Growth
-$30.2M
(-16%)
Holding
86
Top Buys
| 1 | +$1.35M | |
| 2 | +$326K | |
| 3 | +$278K | |
| 4 |
NextEra Energy
NEE
|
+$222K |
| 5 |
Capital One
COF
|
+$204K |
Top Sells
| 1 | +$5.71M | |
| 2 | +$3.97M | |
| 3 | +$2.38M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$2.21M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.71M |
Sector Composition
| 1 | Financials | 1.16% |
| 2 | Industrials | 0.49% |
| 3 | Utilities | 0.4% |
| 4 | Technology | 0.35% |
| 5 | Consumer Discretionary | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $206K | 0.13% |
2,486
-1,488
|
|
||
77
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.94B
| $205K | 0.13% |
8,826
-5
|
|
||
78
Amplify Online Retail ETF
IBUY
$120M
| $204K | 0.13% |
2,747
-272
|
|
||
79
iShares S&P 500 Growth ETF
IVW
$68.2B
| – | – |
-1,906
|
|
||
80
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.46B
| – | – |
-3,906
|
|
||
81
JPMorgan Diversified Return International Equity ETF
JPIN
$365M
| – | – |
-3,815
|
|
||
82
Global X US Infrastructure Development ETF
PAVE
$12.4B
| – | – |
-8,970
|
|
||
83
Southern Company
SO
$107B
| – | – |
-2,208
|
|
||
84
Vanguard Consumer Discretionary ETF
VCR
$6.06B
| – | – |
-560
|
|
||
85
Vanguard Communication Services ETF
VOX
$6.02B
| – | – |
-1,217
|
|
||
86
State Street Materials Select Sector SPDR ETF
XLB
$7.15B
| – | – |
-7,210
|
|