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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
-9.71%
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
$199M
AUM Growth
-$14.6M
Cap. Flow
+$5.93M
Cap. Flow %
2.98%
Top 10 Hldgs %
57.34%
Holding
166
New
3
Increased
44
Reduced
62
Closed
9

Top Buys

1
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$12.4M
2
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$7.54M
3
SCHH icon
Schwab US REIT ETF
SCHH
+$1.66M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.23M
5
VV icon
Vanguard Large-Cap ETF
VV
+$771K

Top Sells

1
AAPL icon
Apple
AAPL
+$8.3M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.77M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.57M
5
IGE icon
iShares North American Natural Resources ETF
IGE
+$1.52M

Sector Composition

1 Technology 0.8%
2 Financials 0.68%
3 Utilities 0.62%
4 Industrials 0.29%
5 Consumer Discretionary 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
76
NextEra Energy
NEE
$186B
$205K 0.1%
2,648
– –
EMB icon
77
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$200K 0.1%
2,342
-2,156
-48% -$195K
GILD icon
78
Gilead Sciences
GILD
$164B
$198K 0.1%
3,200
– –
NOBL icon
79
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.5B
$194K 0.1%
4,556
+560
+14% +$25.5K
VCSH icon
80
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$188K 0.09%
2,441
-513
-17% -$39.4K
CVX icon
81
Chevron
CVX
$362B
$179K 0.09%
1,236
– –
DTE icon
82
DTE Energy
DTE
$30.6B
$176K 0.09%
1,386
– –
USDU icon
83
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$174K 0.09%
6,310
+616
+11% +$16.9K
FLOT icon
84
iShares Floating Rate Bond ETF
FLOT
$10B
$162K 0.08%
3,246
-583
-15% -$29.4K
SO icon
85
Southern Company
SO
$107B
$157K 0.08%
2,208
– –
MS icon
86
Morgan Stanley
MS
$359B
$152K 0.08%
2,000
– –
MGEE icon
87
MGE Energy Inc
MGEE
$3.04B
$142K 0.07%
1,820
– –
D icon
88
Dominion Energy
D
$62.4B
$137K 0.07%
1,720
+135
+9% +$11.1K
IVW icon
89
iShares S&P 500 Growth ETF
IVW
$75.5B
$135K 0.07%
2,236
-48
-2% -$3.18K
UNP icon
90
Union Pacific
UNP
$171B
$126K 0.06%
590
– –
VTI icon
91
Vanguard Total Stock Market ETF
VTI
$668B
$126K 0.06%
522
-63
-11% -$12.9K
COST icon
92
Costco
COST
$406B
$110K 0.06%
230
+33
+17% +$16.7K
ROP icon
93
Roper Technologies
ROP
$35.2B
$103K 0.05%
260
– –
BWX icon
94
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.34B
$98K 0.05%
4,201
-1,705
-29% -$41.1K
MRK icon
95
Merck
MRK
$305B
$91K 0.05%
1,000
– –
DFS
96
DELISTED
Discover Financial Services
DFS
$85K 0.04%
900
– –
BRK.B icon
97
Berkshire Hathaway Class B
BRK.B
$1.05T
$82K 0.04%
300
– –
NFRA icon
98
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3B
$77K 0.04%
1,483
-1,643
-53% -$89.8K
SLVP icon
99
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$802M
$75K 0.04%
6,037
+5,164
+592% +$62.8K
GQRE icon
100
FlexShares Global Quality Real Estate Index Fund
GQRE
$420M
$70K 0.04%
1,225
-960
-44% -$60.8K
2 3
4
5 6

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