IFA
Interactive Financial Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
13.23%
This Fund
S&P 500
1 Year Est. Return
+13.23%
AUM
$185M
AUM Growth
-$20.2M
(-9.8%)
Holding
88
Top Buys
| 1 | +$236K | |
| 2 | +$211K | |
| 3 | +$13.2K | |
| 4 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$6.42K |
Top Sells
| 1 | +$2.77M | |
| 2 | +$2.74M | |
| 3 | +$2.47M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$1.87M |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
+$1.69M |
Sector Composition
| 1 | Financials | 0.8% |
| 2 | Industrials | 0.43% |
| 3 | Utilities | 0.33% |
| 4 | Technology | 0.28% |
| 5 | Consumer Discretionary | 0.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Amplify Online Retail ETF
IBUY
$128M
| $230K | 0.12% |
3,019
-4,287
|
|
||
77
Chevron
CVX
$374B
| $230K | 0.12% |
1,478
|
|
||
78
Vanguard Communication Services ETF
VOX
$6.09B
| $228K | 0.12% |
1,217
-389
|
|
||
79
Vanguard Consumer Discretionary ETF
VCR
$6.05B
| $222K | 0.12% |
560
-766
|
|
||
80
Southern Company
SO
$107B
| $209K | 0.11% |
2,208
|
|
||
81
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.73B
| $204K | 0.11% |
8,831
-622
|
|
||
82
Costco
COST
$447B
| – | – |
-211
|
|
||
83
iShares Floating Rate Bond ETF
FLOT
$9.2B
| – | – |
-4,473
|
|
||
84
Gilead Sciences
GILD
$187B
| – | – |
-3,200
|
|
||
85
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
| – | – |
-1,862
|
|
||
86
Tesla
TSLA
$1.51T
| – | – |
-1,002
|
|
||
87
WisdomTree Bloomberg US Dollar Bullish Fund
USDU
$183M
| – | – |
-8,654
|
|
||
88
Vanguard Short-Term Corporate Bond ETF
VCSH
$40.7B
| – | – |
-2,920
|
|