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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
+2.8%
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
$219M
AUM Growth
+$6.87M
(+3.2%)
Cap. Flow
+$1.69M
Cap. Flow
% of AUM
0.77%
Top 10 Holdings %
Top 10 Hldgs %
63.92%
Holding
107
New
5
Increased
46
Reduced
39
Closed
9
Top Buys
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.35M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$6.93M |
| 3 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$4.52M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$1.49M |
| 5 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$874K |
Sector Composition
| 1 | Real Estate | 0.05% |
| 2 | Financials | 0.01% |
| 3 | Materials | 0.01% |
| 4 | Consumer Discretionary | 0% |
| 5 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street Real Estate Select Sector SPDR ETF
XLRE
$8.4B
| – | – |
-32
| Closed | -$1K |
|
102
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.6B
| – | – |
-190
| Closed | -$9K |
|
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