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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
+1.6%
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
$172M
AUM Growth
+$2.46M
Cap. Flow
-$106K
Cap. Flow %
-0.06%
Top 10 Hldgs %
76.77%
Holding
148
New
76
Increased
30
Reduced
36
Closed
–

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.27M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$521K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$632K
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WCC
76
WESCO International
WCC
$16.4B
$4K ﹤0.01%
+45
New +$3.86K
HD icon
77
Home Depot
HD
$340B
$3K ﹤0.01%
+40
New +$3.18K
MDY icon
78
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$3K ﹤0.01%
+10
New +$2.45K
RWO icon
79
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$3K ﹤0.01%
+66
New +$2.81K
VTI icon
80
Vanguard Total Stock Market ETF
VTI
$668B
$3K ﹤0.01%
+32
New +$3.06K
BF.B icon
81
Brown-Forman Class B
BF.B
$11.5B
$2K ﹤0.01%
+69
New +$1.81K
EBAY icon
82
eBay
EBAY
$50.1B
$2K ﹤0.01%
+100
New +$2.32K
FCX icon
83
Freeport-McMoran
FCX
$87.6B
$2K ﹤0.01%
+65
New +$2.16K
HAL icon
84
Halliburton
HAL
$29.4B
$2K ﹤0.01%
+40
New +$2.14K
JNJ icon
85
Johnson & Johnson
JNJ
$595B
$2K ﹤0.01%
+20
New +$1.85K
OXY icon
86
Occidental Petroleum
OXY
$53.5B
$2K ﹤0.01%
+23
New +$2.06K
PAA icon
87
Plains All American Pipeline
PAA
$16.5B
$2K ﹤0.01%
+43
New +$2.26K
PSX icon
88
Phillips 66
PSX
$78.6B
$2K ﹤0.01%
+27
New +$2.06K
AET
89
DELISTED
Aetna Inc
AET
$2K ﹤0.01%
+30
New +$2.12K
ETP
90
DELISTED
Energy Transfer Partners, L.P.
ETP
$2K ﹤0.01%
+40
New +$1.6K
SNI
91
DELISTED
Scripps Networks Interactive, Inc Common Class A
SNI
$2K ﹤0.01%
+20
New +$1.56K
ETP
92
DELISTED
Energy Transfer Partners L.p.
ETP
$2K ﹤0.01%
+34
New +$1.84K
AMG icon
93
Affiliated Managers Group
AMG
$10B
$1K ﹤0.01%
+5
New +$982
BA icon
94
Boeing
BA
$172B
$1K ﹤0.01%
+10
New +$1.3K
BGS icon
95
B&G Foods
BGS
$305M
$1K ﹤0.01%
+44
New +$1.38K
C icon
96
Citigroup
C
$226B
$1K ﹤0.01%
+13
New +$648
COP icon
97
ConocoPhillips
COP
$136B
$1K ﹤0.01%
+19
New +$1.27K
FXE icon
98
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
$1K ﹤0.01%
+7
New +$948
GD icon
99
General Dynamics
GD
$98.9B
$1K ﹤0.01%
+5
New +$518
JPM icon
100
JPMorgan Chase
JPM
$922B
$1K ﹤0.01%
+15
New +$867
2 3
4
5 6

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FWP
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APW
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MPIM
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