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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
+1.07%
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
$181M
AUM Growth
+$577K
Cap. Flow
-$998K
Cap. Flow %
-0.55%
Top 10 Hldgs %
51.7%
Holding
86
New
1
Increased
30
Reduced
46
Closed
–

Top Buys

1
QQQ icon
Invesco QQQ Trust
QQQ
+$4.67M
2
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$2.53M
3
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$417K
4
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$136K
5
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$116K

Top Sells

1
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.15M
2
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.8M
3
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.63M
4
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$534K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$227K

Sector Composition

1 Technology 1.19%
2 Financials 0.5%
3 Industrials 0.33%
4 Consumer Discretionary 0.2%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PZA icon
76
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$279K 0.15%
11,793
+215
+2% +$5.08K
IWM icon
77
iShares Russell 2000 ETF
IWM
$82.6B
$276K 0.15%
1,361
+2
+0.1% +$404
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$269K 0.15%
3,487
-126
-3% -$9.69K
EFAV icon
79
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$260K 0.14%
3,745
+52
+1% +$3.65K
USDU icon
80
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$466M
$250K 0.14%
9,216
-325
-3% -$8.65K
FLOT icon
81
iShares Floating Rate Bond ETF
FLOT
$10B
$242K 0.13%
4,732
-141
-3% -$7.19K
IEI icon
82
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$232K 0.13%
2,012
+49
+2% +$5.62K
CVX icon
83
Chevron
CVX
$366B
$231K 0.13%
1,476
– –
DVY icon
84
iShares Select Dividend ETF
DVY
$23.9B
$230K 0.13%
1,898
+6
+0.3% +$728
SLV icon
85
iShares Silver Trust
SLV
$26.9B
$226K 0.12%
8,520
-439
-5% -$11.5K
GILD icon
86
Gilead Sciences
GILD
$169B
$220K 0.12%
3,200
– –
1 2 3
4

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WGS
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