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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
+1.95%
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
$200M
AUM Growth
+$9.92M
Cap. Flow
+$6.63M
Cap. Flow %
3.32%
Top 10 Hldgs %
57.27%
Holding
111
New
18
Increased
42
Reduced
33
Closed
2

Top Buys

1
ILF icon
iShares Latin America 40 ETF
ILF
+$8.12M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.64M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.18M
4
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$1.47M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$1.35M

Top Sells

1
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.62M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$4.77M
3
GLD icon
SPDR Gold Trust
GLD
+$4.46M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$882K
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$672K

Sector Composition

1 Real Estate 0.06%
2 Energy 0.04%
3 Financials 0.02%
4 Industrials 0.01%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WY icon
76
Weyerhaeuser
WY
$17.2B
$52K 0.03%
1,637
-265
-14% -$8.38K
BAB icon
77
Invesco Taxable Municipal Bond ETF
BAB
$1.03B
$48K 0.02%
+1,525
New +$48.1K
EEB
78
DELISTED
Invesco BRIC ETF
EEB
$41K 0.02%
+1,382
New +$39.1K
VUG icon
79
Vanguard Growth ETF
VUG
$227B
$36K 0.02%
1,944
-6
-0.3% -$112
SUB icon
80
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$34K 0.02%
321
– –
V icon
81
Visa
V
$675B
$28K 0.01%
340
– –
NOBL icon
82
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$22K 0.01%
+818
New +$22.6K
IXC icon
83
iShares Global Energy ETF
IXC
$2.2B
$21K 0.01%
647
+5
+0.8% +$161
CUT icon
84
Invesco MSCI Global Timber ETF
CUT
$30.9M
$19K 0.01%
+767
New +$18.7K
EFAV icon
85
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$19K 0.01%
+276
New +$18.6K
HYG icon
86
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$17K 0.01%
192
– –
JNK icon
87
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$16K 0.01%
147
– –
MXI icon
88
iShares Global Materials ETF
MXI
$340M
$12K 0.01%
226
+3
+1% +$156
EPD icon
89
Enterprise Products Partners
EPD
$81.2B
$8K ﹤0.01%
300
– –
GUNR icon
90
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$7K ﹤0.01%
268
+9
+3% +$244
WEA
91
Western Asset Premier Bond Fund
WEA
$126M
$7K ﹤0.01%
500
– –
F icon
92
Ford
F
$56.5B
$5K ﹤0.01%
400
– –
NSC icon
93
Norfolk Southern
NSC
$73.8B
$5K ﹤0.01%
50
– –
VZ icon
94
Verizon
VZ
$179B
$5K ﹤0.01%
100
– –
CHY
95
Calamos Convertible and High Income Fund
CHY
$1.09B
$3K ﹤0.01%
300
– –
CSX icon
96
CSX Corp
CSX
$91.8B
$3K ﹤0.01%
300
– –
DUK icon
97
Duke Energy
DUK
$96.9B
$3K ﹤0.01%
41
– –
LUMN icon
98
Lumen
LUMN
$6.65B
$3K ﹤0.01%
100
– –
MSI icon
99
Motorola Solutions
MSI
$67.6B
$2K ﹤0.01%
20
– –
VSS icon
100
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$2K ﹤0.01%
19
-9
-32% -$876
1 2 3
4
5

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MPIM
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