IFA
Interactive Financial Advisors Portfolio holdings
AUM
$185M
1-Year Est. Return
9.86%
1 Year Est. Return
+9.86%
AUM
$205M
AUM Growth
+$15.8M
(+8.4%)
Holding
87
Top Buys
| 1 | +$8.53M | |
| 2 | +$727K | |
| 3 | +$232K | |
| 4 |
iShares S&P 500 Growth ETF
IVW
|
+$211K |
| 5 |
Costco
COST
|
+$209K |
Top Sells
| 1 | +$1.23M | |
| 2 | +$817K | |
| 3 | +$611K | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$543K |
| 5 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$466K |
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 | |
|---|---|---|---|---|---|---|
76
Morgan Stanley
MS
$261B
| $282K | 0.14% |
2,003
+3
|
|
||
77
Vanguard Communication Services ETF
VOX
$5.62B
| $275K | 0.13% |
1,606
-63
|
|
||
78
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.2B
| $232K | 0.11% |
2,920
-387
|
|
||
79
JPMorgan Diversified Return International Equity ETF
JPIN
$360M
| $232K | 0.11% |
+3,613
|
|
||
80
iShares Floating Rate Bond ETF
FLOT
$8.96B
| $228K | 0.11% |
4,473
-70
|
|
||
81
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$156M
| $223K | 0.11% |
8,654
-22
|
|
||
82
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $222K | 0.11% |
1,862
-1
|
|
||
83
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.27B
| $212K | 0.1% |
9,453
-4
|
|
||
84
Chevron
CVX
$307B
| $212K | 0.1% |
1,478
+2
|
|
||
|
85
iShares S&P 500 Growth ETF
IVW
$67.4B
| $211K | 0.1% |
+1,918
|
|
||
|
86
Costco
COST
$417B
| $209K | 0.1% |
+211
|
|
||
87
Southern Company
SO
$102B
| $203K | 0.1% |
2,208
|
|