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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
+3.31%
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
$205M
AUM Growth
+$6.89M
Cap. Flow
+$1.33M
Cap. Flow %
0.65%
Top 10 Hldgs %
56.53%
Holding
108
New
5
Increased
39
Reduced
49
Closed
8

Top Buys

1
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.79M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$7.72M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.09M
4
IGE icon
iShares North American Natural Resources ETF
IGE
+$1M
5
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$811K

Top Sells

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$7.84M
2
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.14M
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$1.3M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$667K
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$647K

Sector Composition

1 Real Estate 0.04%
2 Energy 0.03%
3 Financials 0.01%
4 Materials 0%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WIP icon
76
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$61K 0.03%
1,120
-17
-1% -$912
RYN icon
77
Rayonier
RYN
$6.56B
$45K 0.02%
1,736
-650
-27% -$16.6K
WY icon
78
Weyerhaeuser
WY
$17.2B
$45K 0.02%
1,311
-456
-26% -$14.8K
PAA icon
79
Plains All American Pipeline
PAA
$16.5B
$35K 0.02%
1,119
+179
+19% +$5.66K
VUG icon
80
Vanguard Growth ETF
VUG
$227B
$35K 0.02%
1,716
-270
-14% -$5.33K
EEB
81
DELISTED
Invesco BRIC ETF
EEB
$34K 0.02%
1,072
-4
-0.4% -$125
ETP
82
DELISTED
Energy Transfer Partners L.p.
ETP
$34K 0.02%
919
+127
+16% +$4.72K
ETP
83
DELISTED
Energy Transfer Partners, L.P.
ETP
$33K 0.02%
+1,354
New +$33.8K
SUB icon
84
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$32K 0.02%
304
-29
-9% -$3.06K
V icon
85
Visa
V
$675B
$30K 0.01%
340
– –
TLT icon
86
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$23K 0.01%
189
+2
+1% +$240
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
$13K 0.01%
220
-6
-3% -$352
AMLP icon
89
Alerian MLP ETF
AMLP
$12.5B
$9K ﹤0.01%
148
+17
+13% +$1.09K
AVNT icon
90
Avient
AVNT
$3.29B
$9K ﹤0.01%
265
– –
CUT icon
91
Invesco MSCI Global Timber ETF
CUT
$30.9M
$8K ﹤0.01%
+322
New +$8.39K
GUNR icon
92
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$8K ﹤0.01%
272
+2
+0.7% +$60
F icon
93
Ford
F
$56.5B
$5K ﹤0.01%
400
– –
MSI icon
94
Motorola Solutions
MSI
$67.6B
$2K ﹤0.01%
20
– –
VSS icon
95
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$1K ﹤0.01%
11
– –
AXS icon
96
AXIS Capital
AXS
$8.16B
– –
-100
Closed -$7K
BKLN icon
97
Invesco Senior Loan ETF
BKLN
$7.19B
– –
-16,334
Closed -$382K
FDM icon
98
First Trust Dow Jones Select MicroCap Index Fund
FDM
$261M
– –
-100
Closed -$4K
GDX icon
99
VanEck Gold Miners ETF
GDX
$22.6B
– –
-4,643
Closed -$97K
OXY icon
100
Occidental Petroleum
OXY
$53.5B
– –
-733
Closed -$52K
1 2 3
4
5

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