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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
-7.34%
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
$193M
AUM Growth
-$17.5M
Cap. Flow
+$71.7K
Cap. Flow %
0.04%
Top 10 Hldgs %
61.85%
Holding
129
New
8
Increased
25
Reduced
51
Closed
30

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$14.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.97M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.93M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.03M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6M

Top Sells

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$9.68M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.25M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNK icon
76
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$17K 0.01%
165
– –
IXC icon
77
iShares Global Energy ETF
IXC
$2.2B
$16K 0.01%
556
+10
+2% +$337
EEB
78
DELISTED
Invesco BRIC ETF
EEB
$16K 0.01%
510
+4
+0.8% +$136
MO icon
79
Altria Group
MO
$118B
$15K 0.01%
300
– –
NSC icon
80
Norfolk Southern
NSC
$73.8B
$15K 0.01%
98
– –
MXI icon
81
iShares Global Materials ETF
MXI
$340M
$11K 0.01%
197
+2
+1% +$122
IEMG icon
82
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
$8K ﹤0.01%
+180
New +$8.7K
IJR icon
83
iShares Core S&P Small-Cap ETF
IJR
$110B
$8K ﹤0.01%
121
-118,126
-100% -$9.13M
VBR icon
84
Vanguard Small-Cap Value ETF
VBR
$36.8B
$6K ﹤0.01%
55
-1,432
-96% -$181K
F icon
85
Ford
F
$56.5B
$3K ﹤0.01%
400
– –
MGEE icon
86
MGE Energy Inc
MGEE
$3.04B
$3K ﹤0.01%
50
– –
EFG icon
87
iShares MSCI EAFE Growth ETF
EFG
$16.7B
$2K ﹤0.01%
+29
New +$2.11K
MSI icon
88
Motorola Solutions
MSI
$67.6B
$2K ﹤0.01%
20
– –
SCZ icon
89
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.1B
$2K ﹤0.01%
+39
New +$2.18K
SLB icon
90
SLB Ltd
SLB
$71.1B
$2K ﹤0.01%
55
– –
TBF icon
91
ProShares Short 20+ Year Treasury ETF
TBF
$88.8M
$2K ﹤0.01%
+90
New +$2.13K
VSS icon
92
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$1K ﹤0.01%
11
– –
AAPL icon
93
Apple
AAPL
$4.81T
– –
-50,196
Closed -$2.83M
AMZN icon
94
Amazon
AMZN
$2.74T
– –
-23,820
Closed -$2.39M
BIV icon
95
Vanguard Intermediate-Term Bond ETF
BIV
$29.1B
– –
-51
Closed -$4K
BKLN icon
96
Invesco Senior Loan ETF
BKLN
$7.19B
– –
-32,469
Closed -$752K
BLV icon
97
Vanguard Long-Term Bond ETF
BLV
$5.84B
– –
-43
Closed -$4K
BSV icon
98
Vanguard Short-Term Bond ETF
BSV
$44.7B
– –
-108
Closed -$8K
CASH icon
99
Pathward Financial
CASH
$1.92B
– –
-10,575
Closed -$291K
COP icon
100
ConocoPhillips
COP
$136B
– –
-400
Closed -$31K
1 2 3
4
5

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