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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
+1.7%
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
$212M
AUM Growth
+$6.98M
Cap. Flow
+$4.32M
Cap. Flow %
2.03%
Top 10 Hldgs %
59.31%
Holding
108
New
8
Increased
38
Reduced
50
Closed
6

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.09M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$7.43M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$7.41M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.33M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.32M

Top Sells

1
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$14.1M
2
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$7.79M
3
ILF icon
iShares Latin America 40 ETF
ILF
+$7.76M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.28M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.21M

Sector Composition

1 Real Estate 0.06%
2 Energy 0.02%
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
$55K 0.03%
991
-129
-12% -$7.16K
WY icon
77
Weyerhaeuser
WY
$17.2B
$54K 0.03%
1,609
+298
+23% +$10K
PAA icon
78
Plains All American Pipeline
PAA
$16.5B
$39K 0.02%
1,478
+359
+32% +$9.94K
VUG icon
79
Vanguard Growth ETF
VUG
$227B
$36K 0.02%
1,692
-24
-1% -$503
EEB
80
DELISTED
Invesco BRIC ETF
EEB
$34K 0.02%
1,071
-1
-0.1% -$32
SUB icon
81
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$32K 0.02%
304
– –
V icon
82
Visa
V
$675B
$28K 0.01%
294
-46
-14% -$4.27K
BKLN icon
83
Invesco Senior Loan ETF
BKLN
$7.19B
$24K 0.01%
+1,031
New +$24K
IXC icon
84
iShares Global Energy ETF
IXC
$2.2B
$21K 0.01%
670
-1,561
-70% -$50.6K
JNK icon
85
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$16K 0.01%
147
– –
MXI icon
86
iShares Global Materials ETF
MXI
$340M
$12K 0.01%
208
-12
-5% -$713
AVNT icon
87
Avient
AVNT
$3.29B
$10K ﹤0.01%
265
– –
XLY icon
88
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
$9K ﹤0.01%
+190
New +$8.51K
GUNR icon
89
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$8K ﹤0.01%
274
+2
+0.7% +$58
AMLP icon
90
Alerian MLP ETF
AMLP
$12.5B
$7K ﹤0.01%
122
-26
-18% -$1.58K
CUT icon
91
Invesco MSCI Global Timber ETF
CUT
$30.9M
$7K ﹤0.01%
239
-83
-26% -$2.28K
XLK icon
92
State Street Technology Select Sector SPDR ETF
XLK
$118B
$7K ﹤0.01%
+240
New +$6.6K
XLF icon
93
State Street Financial Select Sector SPDR ETF
XLF
$55.1B
$6K ﹤0.01%
+230
New +$5.46K
F icon
94
Ford
F
$56.5B
$4K ﹤0.01%
400
– –
KRE icon
95
State Street SPDR S&P Regional Banking ETF
KRE
$4.91B
$2K ﹤0.01%
+45
New +$2.42K
MSI icon
96
Motorola Solutions
MSI
$67.6B
$2K ﹤0.01%
20
– –
VSS icon
97
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$1K ﹤0.01%
11
– –
XLRE icon
98
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.4B
$1K ﹤0.01%
+32
New +$1.02K
DBC icon
99
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
– –
-6,816
Closed -$104K
IJJ icon
100
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.76B
– –
-105,004
Closed -$7.79M
1 2 3
4
5

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