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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
-4.16%
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
$176M
AUM Growth
-$8.87M
Cap. Flow
+$803K
Cap. Flow %
0.46%
Top 10 Hldgs %
69.39%
Holding
124
New
21
Increased
21
Reduced
47
Closed
12

Top Buys

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$12M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$11.2M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$4.48M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.58M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.29M

Top Sells

1
FXI icon
iShares China Large-Cap ETF
FXI
+$8.35M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$4.91M
3
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$3.55M
4
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$3.49M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$2.48M

Sector Composition

1 Financials 0.02%
2 Industrials 0.01%
3 Energy 0%
4 Communication Services 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LUMN icon
76
Lumen
LUMN
$6.65B
$3K ﹤0.01%
100
– –
AMBA icon
77
Ambarella
AMBA
$3.02B
$1K ﹤0.01%
16
– –
BA icon
78
Boeing
BA
$172B
$1K ﹤0.01%
9
– –
BAX icon
79
Baxter International
BAX
$11.4B
$1K ﹤0.01%
16
-13
-45% -$492
COP icon
80
ConocoPhillips
COP
$136B
$1K ﹤0.01%
25
– –
EMR icon
81
Emerson Electric
EMR
$76.3B
$1K ﹤0.01%
19
– –
MSI icon
82
Motorola Solutions
MSI
$67.6B
$1K ﹤0.01%
20
– –
QCOM icon
83
Qualcomm
QCOM
$188B
$1K ﹤0.01%
16
– –
BXLT
84
DELISTED
BAXALTA INC COM STK (DE)
BXLT
$1K ﹤0.01%
+16
New +$552
BKLN icon
85
Invesco Senior Loan ETF
BKLN
$7.19B
– –
-7,978
Closed -$190K
CUT icon
86
Invesco MSCI Global Timber ETF
CUT
$30.9M
– –
-513
Closed -$13K
FXE icon
87
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
$0 ﹤0.01%
+3
New +$327
FXI icon
88
iShares China Large-Cap ETF
FXI
$4.62B
$0 ﹤0.01%
1
-214,923
-100% -$8.35M
IJR icon
89
iShares Core S&P Small-Cap ETF
IJR
$110B
– –
-1,406
Closed -$83K
MDY icon
90
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
– –
-326
Closed -$89K
RWO icon
91
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
– –
-1,236
Closed -$57K
RWX icon
92
State Street SPDR Dow Jones International Real Estate ETF
RWX
$280M
– –
-83,301
Closed -$3.49M
SRLN icon
93
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
– –
-4,057
Closed -$200K
TXRH icon
94
Texas Roadhouse
TXRH
$12.5B
$0 ﹤0.01%
11
– –
VOE icon
95
Vanguard Mid-Cap Value ETF
VOE
$23.3B
– –
-54,222
Closed -$4.91M
VTI icon
96
Vanguard Total Stock Market ETF
VTI
$668B
– –
-922
Closed -$99K
VTV icon
97
Vanguard Value ETF
VTV
$186B
– –
-1,186
Closed -$99K
ETP
98
DELISTED
Energy Transfer Partners L.p.
ETP
– –
-522
Closed -$27K
1 2 3
4

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