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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
-0.05%
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
$209M
AUM Growth
-$18M
Cap. Flow
-$15.4M
Cap. Flow %
-7.34%
Top 10 Hldgs %
57.22%
Holding
113
New
2
Increased
32
Reduced
65
Closed
8

Top Buys

1
ILF icon
iShares Latin America 40 ETF
ILF
+$11.3M
2
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$7.49M
3
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$6.89M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$6.79M
5
TBF icon
ProShares Short 20+ Year Treasury ETF
TBF
+$6.53M

Top Sells

1
ACWX icon
iShares MSCI ACWI ex US ETF
ACWX
+$15.2M
2
FXI icon
iShares China Large-Cap ETF
FXI
+$8.65M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.55M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.46M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.77M

Sector Composition

1 Communication Services 0.8%
2 Consumer Discretionary 0.63%
3 Technology 0.12%
4 Real Estate 0.07%
5 Energy 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IGSB icon
76
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$63K 0.03%
1,214
-1,090
-47% -$56.7K
ERTH icon
77
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$57K 0.03%
1,338
-408
-23% -$17.8K
IEF icon
78
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$56K 0.03%
543
-48
-8% -$4.94K
VOE icon
79
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$56K 0.03%
513
-499
-49% -$56.1K
RYN icon
80
Rayonier
RYN
$6.56B
$52K 0.02%
1,643
+145
+10% +$4.41K
WIP icon
81
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$52K 0.02%
880
-121
-12% -$7.11K
VTV icon
82
Vanguard Value ETF
VTV
$186B
$51K 0.02%
491
-566
-54% -$60.8K
MDY icon
83
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$50K 0.02%
147
-104
-41% -$36.2K
GNR icon
84
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
$49K 0.02%
1,015
-767
-43% -$38.2K
IJT icon
85
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$47K 0.02%
544
-98
-15% -$8.54K
VTI icon
86
Vanguard Total Stock Market ETF
VTI
$668B
$45K 0.02%
331
-417
-56% -$58.5K
OXY icon
87
Occidental Petroleum
OXY
$53.5B
$44K 0.02%
679
+26
+4% +$1.82K
WY icon
88
Weyerhaeuser
WY
$17.2B
$41K 0.02%
1,181
-366
-24% -$12.9K
SUB icon
89
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$36K 0.02%
341
-1
-0.3% -$105
VUG icon
90
Vanguard Growth ETF
VUG
$227B
$36K 0.02%
1,536
-30
-2% -$731
V icon
91
Visa
V
$675B
$35K 0.02%
294
– –
EEB
92
DELISTED
Invesco BRIC ETF
EEB
$27K 0.01%
689
-199
-22% -$7.88K
IXC icon
93
iShares Global Energy ETF
IXC
$2.2B
$19K 0.01%
547
+22
+4% +$772
HYG icon
94
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$18K 0.01%
207
-13
-6% -$1.12K
JNK icon
95
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$18K 0.01%
165
– –
MXI icon
96
iShares Global Materials ETF
MXI
$340M
$14K 0.01%
208
-1
-0.5% -$71
TLT icon
97
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$12K 0.01%
96
-192
-67% -$23.2K
GUNR icon
98
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
$7K ﹤0.01%
205
-70
-25% -$2.35K
F icon
99
Ford
F
$56.5B
$4K ﹤0.01%
400
– –
MSI icon
100
Motorola Solutions
MSI
$67.6B
$2K ﹤0.01%
20
– –
1 2 3
4
5

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