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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
+2.95%
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
$190M
AUM Growth
+$26.8M
Cap. Flow
+$21.9M
Cap. Flow %
11.54%
Top 10 Hldgs %
60.8%
Holding
114
New
9
Increased
31
Reduced
34
Closed
21

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$8.3M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$5.46M
3
REM icon
iShares Mortgage Real Estate ETF
REM
+$4.79M
4
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.62M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.38M

Top Sells

1
MUB icon
iShares National Muni Bond ETF
MUB
+$5.65M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$4.32M
3
SLV icon
iShares Silver Trust
SLV
+$655K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$564K
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$404K

Sector Composition

1 Real Estate 0.06%
2 Financials 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VBR icon
76
Vanguard Small-Cap Value ETF
VBR
$37.2B
$9K ﹤0.01%
81
-1
-1% -$104
GUNR icon
77
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.95B
$7K ﹤0.01%
259
+2
+0.8% +$51
WEA
78
Western Asset Premier Bond Fund
WEA
$126M
$7K ﹤0.01%
500
– –
VZ icon
79
Verizon
VZ
$184B
$6K ﹤0.01%
100
– –
F icon
80
Ford
F
$56.3B
$5K ﹤0.01%
400
– –
DUK icon
81
Duke Energy
DUK
$98.1B
$4K ﹤0.01%
41
– –
IJT icon
82
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.31B
$4K ﹤0.01%
56
– –
NSC icon
83
Norfolk Southern
NSC
$75.8B
$4K ﹤0.01%
50
– –
CHY
84
Calamos Convertible and High Income Fund
CHY
$1.07B
$3K ﹤0.01%
300
– –
CSX icon
85
CSX Corp
CSX
$94.4B
$3K ﹤0.01%
300
– –
LUMN icon
86
Lumen
LUMN
$6.56B
$3K ﹤0.01%
100
– –
VSS icon
87
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$3K ﹤0.01%
28
– –
BA icon
88
Boeing
BA
$170B
$1K ﹤0.01%
9
– –
COP icon
89
ConocoPhillips
COP
$137B
$1K ﹤0.01%
25
– –
MSI icon
90
Motorola Solutions
MSI
$68.3B
$1K ﹤0.01%
20
– –
BAX icon
91
Baxter International
BAX
$11.9B
– –
-16
Closed -$1K
EMR icon
92
Emerson Electric
EMR
$76.8B
– –
-19
Closed -$1K
FXE icon
93
Invesco CurrencyShares Euro Currency Trust
FXE
$354M
– –
-3
Closed –
QCOM icon
94
Qualcomm
QCOM
$181B
– –
-16
Closed -$1K
TXRH icon
95
Texas Roadhouse
TXRH
$12.8B
– –
-11
Closed –
1 2 3
4

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MPIM
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WGS
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