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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
+3.48%
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
$210M
AUM Growth
-$1.04M
Cap. Flow
-$6.49M
Cap. Flow %
-3.08%
Top 10 Hldgs %
57.94%
Holding
128
New
18
Increased
37
Reduced
56
Closed
7

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.5M
2
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.46M
3
TIP icon
iShares TIPS Bond ETF
TIP
+$6.37M
4
AAPL icon
Apple
AAPL
+$2.11M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.98M

Top Sells

1
MDY icon
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
+$7.76M
2
RWX icon
State Street SPDR Dow Jones International Real Estate ETF
RWX
+$6.34M
3
GLD icon
SPDR Gold Trust
GLD
+$6.15M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.08M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.58M

Sector Composition

1 Technology 1.38%
2 Communication Services 1.31%
3 Consumer Discretionary 1.14%
4 Financials 0.16%
5 Real Estate 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEB
101
DELISTED
Invesco BRIC ETF
EEB
$18K 0.01%
506
-175
-26% -$6.26K
FXI icon
102
iShares China Large-Cap ETF
FXI
$4.66B
$14K 0.01%
+320
New +$13.5K
VEA icon
103
Vanguard FTSE Developed Markets ETF
VEA
$227B
$14K 0.01%
+315
New +$13.6K
MXI icon
104
iShares Global Materials ETF
MXI
$335M
$13K 0.01%
195
– –
BSV icon
105
Vanguard Short-Term Bond ETF
BSV
$44.7B
$8K ﹤0.01%
+108
New +$8.44K
TLT icon
106
iShares 20+ Year Treasury Bond ETF
TLT
$41.9B
$7K ﹤0.01%
63
-38,188
-100% -$4.58M
GUNR icon
107
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.93B
$6K ﹤0.01%
177
-28
-14% -$933
VMBS icon
108
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$5K ﹤0.01%
+90
New +$4.61K
BIV icon
109
Vanguard Intermediate-Term Bond ETF
BIV
$29B
$4K ﹤0.01%
+51
New +$4.12K
BLV icon
110
Vanguard Long-Term Bond ETF
BLV
$5.83B
$4K ﹤0.01%
+43
New +$3.81K
F icon
111
Ford
F
$56.4B
$4K ﹤0.01%
400
– –
VB icon
112
Vanguard Small-Cap ETF
VB
$80.1B
$4K ﹤0.01%
+24
New +$3.88K
MGEE icon
113
MGE Energy Inc
MGEE
$3.09B
$3K ﹤0.01%
50
-29
-37% -$1.88K
MSI icon
114
Motorola Solutions
MSI
$68.3B
$3K ﹤0.01%
20
– –
SLB icon
115
SLB Ltd
SLB
$70.2B
$3K ﹤0.01%
55
– –
VSS icon
116
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$1K ﹤0.01%
11
– –
BABA icon
117
Alibaba
BABA
$283B
– –
-3,026
Closed -$561K
META icon
118
Meta Platforms (Facebook)
META
$1.7T
– –
-1,409
Closed -$274K
RWX icon
119
State Street SPDR Dow Jones International Real Estate ETF
RWX
$279M
– –
-162,105
Closed -$6.34M
TBF icon
120
ProShares Short 20+ Year Treasury ETF
TBF
$88.9M
– –
-15,774
Closed -$357K
1 2 3 4
5

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