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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
+3.48%
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
$210M
AUM Growth
-$1.04M
Cap. Flow
-$6.49M
Cap. Flow %
-3.08%
Top 10 Hldgs %
57.94%
Holding
128
New
18
Increased
37
Reduced
56
Closed
7

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.5M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.46M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$6.37M
4
AAPL icon
Apple
AAPL
+$2.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.98M

Top Sells

1
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.76M
2
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$6.34M
3
GLD icon
SPDR Gold Trust
GLD
+$6.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.08M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.58M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLOT icon
76
iShares Floating Rate Bond ETF
FLOT
$10B
$99K 0.05%
1,949
-127
-6% -$6.47K
OXY icon
77
Occidental Petroleum
OXY
$53.5B
$93K 0.04%
1,137
+289
+34% +$23.4K
RYN icon
78
Rayonier
RYN
$6.56B
$89K 0.04%
2,894
-638
-18% -$20.4K
ICF icon
79
iShares Select U.S. REIT ETF
ICF
$2.07B
$84K 0.04%
1,686
-44
-3% -$2.23K
IFGL icon
80
iShares International Developed Real Estate ETF
IFGL
$82M
$78K 0.04%
2,712
-154
-5% -$4.49K
WY icon
81
Weyerhaeuser
WY
$17.2B
$77K 0.04%
2,388
-507
-18% -$17.6K
MUB icon
82
iShares National Muni Bond ETF
MUB
$45.6B
$70K 0.03%
644
-6,120
-90% -$665K
MSFT icon
83
Microsoft
MSFT
$2.94T
$69K 0.03%
+600
New +$65K
ILF icon
84
iShares Latin America 40 ETF
ILF
$3.78B
$62K 0.03%
1,973
-794
-29% -$24.6K
PAA icon
85
Plains All American Pipeline
PAA
$16.5B
$55K 0.03%
+2,212
New +$55.7K
VUG icon
86
Vanguard Growth ETF
VUG
$227B
$52K 0.02%
1,938
+432
+29% +$11.3K
IEF icon
87
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$50K 0.02%
495
-45
-8% -$4.59K
WIP icon
88
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$46K 0.02%
867
– –
V icon
89
Visa
V
$675B
$44K 0.02%
294
– –
UHT
90
Universal Health Realty Income Trust
UHT
$592M
$42K 0.02%
560
– –
ETP
91
DELISTED
Energy Transfer Partners, L.P.
ETP
$41K 0.02%
+1,822
New +$39.6K
SUB icon
92
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$35K 0.02%
336
-1
-0.3% -$105
COP icon
93
ConocoPhillips
COP
$136B
$31K 0.01%
+400
New +$28.8K
IGSB icon
94
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$29K 0.01%
555
-627
-53% -$32.5K
AXON
95
Axon Enterprise
AXON
$43.6B
$27K 0.01%
+400
New +$27K
LLY icon
96
Eli Lilly
LLY
$1.03T
$22K 0.01%
205
-25
-11% -$2.5K
IXC icon
97
iShares Global Energy ETF
IXC
$2.2B
$21K 0.01%
546
+1
+0.2% +$37
JNK icon
98
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$18K 0.01%
165
– –
MO icon
99
Altria Group
MO
$118B
$18K 0.01%
300
-50
-14% -$2.97K
NSC icon
100
Norfolk Southern
NSC
$73.8B
$18K 0.01%
98
– –
1 2 3
4
5

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