We are live on ! Find out more
IFA

Interactive Financial Advisors Portfolio holdings

AUM $153M
1-Year Est. Return 13.94%
This Fund
S&P 500
This Quarter Est. Return
-1.43%
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
$191M
AUM Growth
-$3.47M
Cap. Flow
-$83.9K
Cap. Flow %
-0.04%
Top 10 Hldgs %
51.74%
Holding
89
New
–
Increased
39
Reduced
35
Closed
3

Top Buys

1
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$801K
2
QQQ icon
Invesco QQQ Trust
QQQ
+$482K
3
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$324K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$280K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$235K

Top Sells

1
IAU icon
iShares Gold Trust
IAU
+$1.06M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$640K
3
VV icon
Vanguard Large-Cap ETF
VV
+$465K
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$235K
5
DVY icon
iShares Select Dividend ETF
DVY
+$224K

Sector Composition

1 Technology 1.28%
2 Financials 0.71%
3 Consumer Discretionary 0.43%
4 Industrials 0.37%
5 Utilities 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
76
iShares Russell 2000 ETF
IWM
$82.6B
$298K 0.16%
1,347
-3
-0.2% -$684
GILD icon
77
Gilead Sciences
GILD
$169B
$296K 0.15%
3,200
– –
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$262K 0.14%
3,354
+52
+2% +$4.08K
MS icon
79
Morgan Stanley
MS
$343B
$251K 0.13%
2,000
– –
EFAV icon
80
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.18B
$244K 0.13%
3,457
+48
+1% +$3.53K
USDU icon
81
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$466M
$243K 0.13%
8,769
+32
+0.4% +$886
FLOT icon
82
iShares Floating Rate Bond ETF
FLOT
$10B
$234K 0.12%
4,599
+90
+2% +$4.58K
SLV icon
83
iShares Silver Trust
SLV
$26.9B
$224K 0.12%
8,496
+156
+2% +$4.46K
IEI icon
84
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$219K 0.11%
1,897
-47
-2% -$5.49K
PZA icon
85
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.27B
$217K 0.11%
9,176
+596
+7% +$14.2K
CVX icon
86
Chevron
CVX
$366B
$214K 0.11%
1,476
– –
DVY icon
87
iShares Select Dividend ETF
DVY
$23.9B
– –
-1,662
Closed -$224K
IAU icon
88
iShares Gold Trust
IAU
$61.8B
– –
-21,237
Closed -$1.06M
NEE icon
89
NextEra Energy
NEE
$186B
– –
-2,648
Closed -$224K
1 2 3
4

Similar funds

BCM
Berbice Capital Management Melville, New York $153M AUM 37.2% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $153M AUM 13.86% 1-Year Est. Return
FWP
Fiduciary Wealth Partners Boston, Massachusetts $153M AUM 18.34% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
MPIM
McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
WGS
Washington Growth Strategies Washington, District of Columbia $153M AUM 20.93% 1-Year Est. Return