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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
+13.46%
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
$203M
AUM Growth
+$89.7M
Cap. Flow
+$73.6M
Cap. Flow %
36.25%
Top 10 Hldgs %
58.62%
Holding
138
New
30
Increased
47
Reduced
27
Closed
1

Top Buys

1
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$13.9M
2
GLD icon
SPDR Gold Trust
GLD
+$10.2M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.37M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

1
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.73M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.28M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$728K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$435K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$408K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USDU icon
76
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$142K 0.07%
5,154
+12
+0.2% +$337
FLOT icon
77
iShares Floating Rate Bond ETF
FLOT
$10B
$140K 0.07%
2,770
+32
+1% +$1.6K
SLVP icon
78
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$135K 0.07%
+10,111
New +$114K
GOOGL icon
79
Alphabet (Google) Class A
GOOGL
$4.53T
$121K 0.06%
+1,700
New +$115K
MGEE icon
80
MGE Energy Inc
MGEE
$3.04B
$117K 0.06%
1,820
– –
SO icon
81
Southern Company
SO
$107B
$114K 0.06%
2,208
– –
CVX icon
82
Chevron
CVX
$362B
$110K 0.05%
1,236
– –
DBC icon
83
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
$107K 0.05%
+8,721
New +$101K
MSFT icon
84
Microsoft
MSFT
$2.94T
$102K 0.05%
500
– –
MS icon
85
Morgan Stanley
MS
$359B
$97K 0.05%
2,000
– –
ERTH icon
86
Invesco MSCI Sustainable Future ETF
ERTH
$136M
$86K 0.04%
1,753
-2
-0.1% -$88
JPIN icon
87
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$83K 0.04%
1,689
-342
-17% -$16.2K
VTV icon
88
Vanguard Value ETF
VTV
$186B
$82K 0.04%
+819
New +$80.4K
MRK icon
89
Merck
MRK
$305B
$77K 0.04%
1,048
– –
RWO icon
90
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
$77K 0.04%
+1,977
New +$75.5K
IGSB icon
91
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$72K 0.04%
1,307
-262
-17% -$14.1K
GNR icon
92
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
$68K 0.03%
+1,854
New +$65.7K
VOE icon
93
Vanguard Mid-Cap Value ETF
VOE
$23.3B
$63K 0.03%
+655
New +$60.1K
ZM icon
94
Zoom
ZM
$27.2B
$63K 0.03%
+250
New +$45K
IJR icon
95
iShares Core S&P Small-Cap ETF
IJR
$110B
$61K 0.03%
+893
New +$56.4K
IJT icon
96
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
$61K 0.03%
+716
New +$55.8K
VBR icon
97
Vanguard Small-Cap Value ETF
VBR
$36.8B
$60K 0.03%
558
+501
+879% +$50.3K
MDY icon
98
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
$59K 0.03%
+183
New +$55.5K
ICF icon
99
iShares Select U.S. REIT ETF
ICF
$2.07B
$58K 0.03%
1,150
– –
VNQI icon
100
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$58K 0.03%
1,240
-126
-9% -$5.7K
2 3
4
5 6

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