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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
-1.56%
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
$185M
AUM Growth
-$967K
Cap. Flow
+$2.88M
Cap. Flow %
1.55%
Top 10 Hldgs %
62.9%
Holding
122
New
17
Increased
32
Reduced
48
Closed
20

Top Buys

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.36M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.95M
3
FXI icon
iShares China Large-Cap ETF
FXI
+$4.14M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.66M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.61M

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.57M
2
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.93M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.86M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.67M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.66M

Sector Composition

1 Energy 0.02%
2 Financials 0.01%
3 Industrials 0%
4 Communication Services 0%
5 Consumer Discretionary 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
$10K 0.01%
321
-1,100
-77% -$34.5K
MXI icon
77
iShares Global Materials ETF
MXI
$340M
$10K 0.01%
181
-430
-70% -$25.3K
EPD icon
78
Enterprise Products Partners
EPD
$81.2B
$9K ﹤0.01%
+300
New +$9.82K
WEA
79
Western Asset Premier Bond Fund
WEA
$126M
$7K ﹤0.01%
+500
New +$6.84K
EMB icon
80
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$6K ﹤0.01%
54
-778
-94% -$87.1K
F icon
81
Ford
F
$56.5B
$6K ﹤0.01%
400
– –
VSS icon
82
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$6K ﹤0.01%
55
+2
+4% +$209
VZ icon
83
Verizon
VZ
$179B
$5K ﹤0.01%
+100
New +$4.89K
CHY
84
Calamos Convertible and High Income Fund
CHY
$1.09B
$4K ﹤0.01%
+300
New +$4.28K
NSC icon
85
Norfolk Southern
NSC
$73.8B
$4K ﹤0.01%
+50
New +$4.87K
CSX icon
86
CSX Corp
CSX
$91.8B
$3K ﹤0.01%
+300
New +$3.48K
DUK icon
87
Duke Energy
DUK
$96.9B
$3K ﹤0.01%
+41
New +$3.1K
LUMN icon
88
Lumen
LUMN
$6.65B
$3K ﹤0.01%
+100
New +$3.41K
AMBA icon
89
Ambarella
AMBA
$3.02B
$2K ﹤0.01%
+16
New +$1.4K
COP icon
90
ConocoPhillips
COP
$136B
$2K ﹤0.01%
+25
New +$1.63K
BA icon
91
Boeing
BA
$172B
$1K ﹤0.01%
+9
New +$1.31K
BAX icon
92
Baxter International
BAX
$11.4B
$1K ﹤0.01%
+29
New +$1.08K
EMR icon
93
Emerson Electric
EMR
$76.3B
$1K ﹤0.01%
+19
New +$1.12K
MSI icon
94
Motorola Solutions
MSI
$67.6B
$1K ﹤0.01%
20
– –
QCOM icon
95
Qualcomm
QCOM
$188B
$1K ﹤0.01%
+16
New +$1.09K
AMLP icon
96
Alerian MLP ETF
AMLP
$12.5B
– –
-123
Closed -$10K
DBC icon
97
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
– –
-1,449
Closed -$25K
EEM icon
98
iShares MSCI Emerging Markets ETF
EEM
$29B
– –
-498
Closed -$20K
FXE icon
99
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
– –
-18
Closed -$2K
IWD icon
100
iShares Russell 1000 Value ETF
IWD
$81.7B
– –
-325
Closed -$34K
1 2 3
4
5

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