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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
+6.93%
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
$205M
AUM Growth
+$15.8M
Cap. Flow
+$3.42M
Cap. Flow %
1.66%
Top 10 Hldgs %
52.6%
Holding
87
New
3
Increased
23
Reduced
54
Closed
–

Top Buys

1
RAVI icon
FlexShares Ultra-Short Income Fund
RAVI
+$8.5M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$718K
3
JPIN icon
JPMorgan Diversified Return International Equity ETF
JPIN
+$219K
4
COST icon
Costco
COST
+$210K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$190K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.14M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$768K
3
SPGM icon
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$568K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$536K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$440K

Sector Composition

1 Technology 1.05%
2 Financials 0.67%
3 Consumer Discretionary 0.36%
4 Industrials 0.34%
5 Utilities 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MS icon
76
Morgan Stanley
MS
$359B
$282K 0.14%
2,003
+3
+0.2% +$368
VOX icon
77
Vanguard Communication Services ETF
VOX
$5.98B
$275K 0.13%
1,606
-63
-4% -$9.69K
VCSH icon
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
$232K 0.11%
2,920
-387
-12% -$30.5K
JPIN icon
79
JPMorgan Diversified Return International Equity ETF
JPIN
$361M
$232K 0.11%
+3,613
New +$219K
FLOT icon
80
iShares Floating Rate Bond ETF
FLOT
$10B
$228K 0.11%
4,473
-70
-2% -$3.56K
USDU icon
81
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$465M
$223K 0.11%
8,654
-22
-0.3% -$579
IEI icon
82
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$222K 0.11%
1,862
-1
-0.1% -$118
PZA icon
83
Invesco National AMT-Free Municipal Bond ETF
PZA
$4.28B
$212K 0.1%
9,453
-4
-0% -$90
CVX icon
84
Chevron
CVX
$362B
$212K 0.1%
1,478
+2
+0.1% +$282
IVW icon
85
iShares S&P 500 Growth ETF
IVW
$75.5B
$211K 0.1%
+1,918
New +$190K
COST icon
86
Costco
COST
$406B
$209K 0.1%
+211
New +$210K
SO icon
87
Southern Company
SO
$107B
$203K 0.1%
2,208
– –
1 2 3
4

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