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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
+3.07%
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
$177M
AUM Growth
+$4.57M
Cap. Flow
-$605K
Cap. Flow %
-0.34%
Top 10 Hldgs %
72.56%
Holding
153
New
5
Increased
48
Reduced
29
Closed
66

Top Buys

1
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$1.41M
2
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.1M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.06M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$1.02M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$939K

Top Sells

1
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$6.14M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.2M
3
IWN icon
iShares Russell 2000 Value ETF
IWN
+$891K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$744K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$461K

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Consumer Discretionary 0%
4 Technology 0%
5 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GUNR icon
76
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$12K 0.01%
313
-85
-21% -$3.07K
PAA icon
77
Plains All American Pipeline
PAA
$16.5B
$12K 0.01%
195
+152
+353% +$8.65K
ETP
78
DELISTED
Energy Transfer Partners L.p.
ETP
$12K 0.01%
204
+170
+500% +$9.54K
ETP
79
DELISTED
Energy Transfer Partners, L.P.
ETP
$11K 0.01%
226
+186
+465% +$8.47K
CHXX
80
DELISTED
EGSHARES CHINA INFRASTRUCTURE ETF
CHXX
$11K 0.01%
639
-19
-3% -$318
EPP icon
81
iShares MSCI Pacific ex Japan ETF
EPP
$2.18B
$7K ﹤0.01%
133
-89
-40% -$4.41K
F icon
82
Ford
F
$56.5B
$7K ﹤0.01%
400
– –
VSS icon
83
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$7K ﹤0.01%
63
+11
+21% +$1.2K
IJK icon
84
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.9B
$4K ﹤0.01%
104
– –
FXE icon
85
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
$1K ﹤0.01%
7
– –
MSI icon
86
Motorola Solutions
MSI
$67.6B
$1K ﹤0.01%
20
– –
AAPL icon
87
Apple
AAPL
$4.81T
– –
-224
Closed -$4K
ACCO icon
88
Acco Brands
ACCO
$366M
– –
-27
Closed –
AMG icon
89
Affiliated Managers Group
AMG
$10B
– –
-5
Closed -$1K
AMT icon
90
American Tower
AMT
$78.6B
– –
-3
Closed –
BA icon
91
Boeing
BA
$172B
– –
-10
Closed -$1K
BAC icon
92
Bank of America
BAC
$432B
– –
-15
Closed –
BF.B icon
93
Brown-Forman Class B
BF.B
$11.5B
– –
-69
Closed -$2K
BGS icon
94
B&G Foods
BGS
$305M
– –
-44
Closed -$1K
BIIB icon
95
Biogen
BIIB
$29.1B
– –
-14
Closed -$4K
BPOP icon
96
Popular Inc
BPOP
$11B
– –
-8
Closed –
C icon
97
Citigroup
C
$226B
– –
-13
Closed -$1K
CMCSA icon
98
Comcast
CMCSA
$83.9B
– –
-168
Closed -$4K
CNP icon
99
CenterPoint Energy
CNP
$27.9B
– –
-20
Closed –
COP icon
100
ConocoPhillips
COP
$136B
– –
-19
Closed -$1K
2 3
4
5 6

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