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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
+2.24%
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
$217M
AUM Growth
-$563K
Cap. Flow
-$3.37M
Cap. Flow %
-1.55%
Top 10 Hldgs %
60.69%
Holding
143
New
5
Increased
44
Reduced
45
Closed
20

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$12.5M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$12M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$4.92M
4
AAPL icon
Apple
AAPL
+$2.51M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$894K

Top Sells

1
ILF icon
iShares Latin America 40 ETF
ILF
+$23.1M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$5.75M
3
NFLX icon
Netflix
NFLX
+$2.43M
4
GLD icon
SPDR Gold Trust
GLD
+$1.19M
5
BABA icon
Alibaba
BABA
+$1.09M

Sector Composition

1 Technology 1.97%
2 Communication Services 1.01%
3 Consumer Discretionary 0.79%
4 Utilities 0.48%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IVW icon
76
iShares S&P 500 Growth ETF
IVW
$75.5B
$143K 0.07%
3,168
– –
SLVP icon
77
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$138K 0.06%
14,321
+1,618
+13% +$16.4K
SO icon
78
Southern Company
SO
$107B
$136K 0.06%
2,208
– –
USDU icon
79
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$133K 0.06%
4,716
+976
+26% +$27.1K
FLOT icon
80
iShares Floating Rate Bond ETF
FLOT
$10B
$128K 0.06%
2,505
+522
+26% +$26.6K
RWO icon
81
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$123K 0.06%
2,373
+99
+4% +$5.03K
ERTH icon
82
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$114K 0.05%
2,557
-1,036
-29% -$45.6K
JPIN icon
83
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$114K 0.05%
2,142
-464
-18% -$24.6K
MS icon
84
Morgan Stanley
MS
$360B
$85K 0.04%
2,000
– –
MRK icon
85
Merck
MRK
$305B
$84K 0.04%
1,048
– –
VNQI icon
86
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$84K 0.04%
1,431
-70
-5% -$4.09K
ICF icon
87
iShares Select U.S. REIT ETF
ICF
$2.07B
$81K 0.04%
1,348
-22
-2% -$1.29K
DFS
88
DELISTED
Discover Financial Services
DFS
$73K 0.03%
900
-100
-10% -$8.26K
MSFT icon
89
Microsoft
MSFT
$2.94T
$70K 0.03%
500
– –
VGLT icon
90
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$70K 0.03%
794
-387
-33% -$33K
ILF icon
91
iShares Latin America 40 ETF
ILF
$3.78B
$61K 0.03%
1,926
-714,007
-100% -$23.1M
UHT
92
Universal Health Realty Income Trust
UHT
$592M
$58K 0.03%
560
– –
IGSB icon
93
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$56K 0.03%
1,050
+455
+76% +$24.3K
XOM icon
94
ExxonMobil
XOM
$599B
$56K 0.03%
800
– –
IEF icon
95
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$54K 0.02%
477
– –
V icon
96
Visa
V
$675B
$51K 0.02%
294
– –
WIP icon
97
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$49K 0.02%
900
+1
+0.1% +$55
IXC icon
98
iShares Global Energy ETF
IXC
$2.2B
$46K 0.02%
1,500
+3
+0.2% +$92
BA icon
99
Boeing
BA
$172B
$38K 0.02%
100
– –
AEE icon
100
Ameren
AEE
$30.8B
$36K 0.02%
444
– –
2 3
4
5 6

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MPIM
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