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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
+2.72%
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
$218M
AUM Growth
+$10.4M
Cap. Flow
+$4.94M
Cap. Flow %
2.27%
Top 10 Hldgs %
60.5%
Holding
146
New
25
Increased
34
Reduced
51
Closed
8

Top Buys

1
ILF icon
iShares Latin America 40 ETF
ILF
+$15.5M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.54M
3
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.83M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.48M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.38M

Top Sells

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.5M
2
BABA icon
Alibaba
BABA
+$7.5M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.86M
4
GLD icon
SPDR Gold Trust
GLD
+$5.8M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.69M

Sector Composition

1 Communication Services 2.24%
2 Consumer Discretionary 1.14%
3 Technology 0.64%
4 Utilities 0.45%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLVP icon
76
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$118K 0.05%
12,703
-22
-0.2% -$186
RWO icon
77
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$113K 0.05%
2,274
-439
-16% -$21.9K
IBUY icon
78
Amplify Online Retail ETF
IBUY
$112M
$106K 0.05%
+2,141
New +$105K
VCR icon
79
Vanguard Consumer Discretionary ETF
VCR
$6.22B
$105K 0.05%
+584
New +$103K
VTV icon
80
Vanguard Value ETF
VTV
$186B
$105K 0.05%
+950
New +$104K
USDU icon
81
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$102K 0.05%
3,740
+193
+5% +$5.29K
FLOT icon
82
iShares Floating Rate Bond ETF
FLOT
$10B
$101K 0.05%
1,983
+103
+5% +$5.24K
VGLT icon
83
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$96K 0.04%
1,181
-1,360
-54% -$106K
VNQI icon
84
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$89K 0.04%
+1,501
New +$87.9K
MS icon
85
Morgan Stanley
MS
$359B
$88K 0.04%
2,000
– –
MRK icon
86
Merck
MRK
$305B
$84K 0.04%
1,048
– –
VTI icon
87
Vanguard Total Stock Market ETF
VTI
$668B
$83K 0.04%
+554
New +$81.6K
DFS
88
DELISTED
Discover Financial Services
DFS
$78K 0.04%
1,000
– –
ICF icon
89
iShares Select U.S. REIT ETF
ICF
$2.07B
$77K 0.04%
1,370
-4
-0.3% -$225
GOOGL icon
90
Alphabet (Google) Class A
GOOGL
$4.53T
$76K 0.03%
1,400
-9,360
-87% -$542K
T icon
91
AT&T
T
$149B
$70K 0.03%
2,780
+397
+17% +$9.52K
MSFT icon
92
Microsoft
MSFT
$2.94T
$67K 0.03%
500
-100
-17% -$12.7K
XOM icon
93
ExxonMobil
XOM
$599B
$61K 0.03%
800
– –
IEF icon
94
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$52K 0.02%
477
-5
-1% -$536
V icon
95
Visa
V
$675B
$51K 0.02%
294
– –
WIP icon
96
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$50K 0.02%
899
+9
+1% +$486
IXC icon
97
iShares Global Energy ETF
IXC
$2.2B
$49K 0.02%
1,497
+25
+2% +$823
UHT
98
Universal Health Realty Income Trust
UHT
$592M
$48K 0.02%
560
– –
BA icon
99
Boeing
BA
$172B
$36K 0.02%
100
-200
-67% -$72.9K
ED icon
100
Consolidated Edison
ED
$40.7B
$35K 0.02%
400
– –
2 3
4
5 6

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