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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
-7.34%
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
$193M
AUM Growth
-$17.5M
Cap. Flow
+$71.7K
Cap. Flow %
0.04%
Top 10 Hldgs %
61.85%
Holding
129
New
8
Increased
25
Reduced
51
Closed
30

Top Buys

1
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$14.3M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.97M
3
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$7.93M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.03M
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6M

Top Sells

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$9.68M
2
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$9.13M
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.72M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$6.25M
5
AAPL icon
Apple
AAPL
+$2.83M

Sector Composition

1 Industrials 0.07%
2 Technology 0.03%
3 Financials 0.02%
4 Real Estate 0.02%
5 Healthcare 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBC icon
101
Invesco DB Commodity Index Tracking Fund
DBC
$1.66B
– –
-6,468
Closed -$116K
FXI icon
102
iShares China Large-Cap ETF
FXI
$4.62B
– –
-320
Closed -$14K
GNR icon
103
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.61B
– –
-2,168
Closed -$110K
GOOGL icon
104
Alphabet (Google) Class A
GOOGL
$4.53T
– –
-18,180
Closed -$1.1M
GUNR icon
105
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$6.99B
– –
-177
Closed -$6K
MDY icon
106
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
– –
-426
Closed -$157K
NFLX icon
107
Netflix
NFLX
$310B
– –
-44,220
Closed -$1.65M
OXY icon
108
Occidental Petroleum
OXY
$53.5B
– –
-1,137
Closed -$93K
PAA icon
109
Plains All American Pipeline
PAA
$16.5B
– –
-2,212
Closed -$55K
RWO icon
110
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.27B
– –
-4,122
Closed -$196K
RYN icon
111
Rayonier
RYN
$6.56B
– –
-2,894
Closed -$89K
SRLN icon
112
State Street Blackstone Senior Loan ETF
SRLN
$5.3B
– –
-26,935
Closed -$1.27M
VB icon
113
Vanguard Small-Cap ETF
VB
$80B
– –
-24
Closed -$4K
VEA icon
114
Vanguard FTSE Developed Markets ETF
VEA
$229B
– –
-315
Closed -$14K
VMBS icon
115
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
– –
-90
Closed -$5K
VOE icon
116
Vanguard Mid-Cap Value ETF
VOE
$23.3B
– –
-1,767
Closed -$200K
VTI icon
117
Vanguard Total Stock Market ETF
VTI
$668B
– –
-44,935
Closed -$6.72M
VTV icon
118
Vanguard Value ETF
VTV
$186B
– –
-2,202
Closed -$244K
WY icon
119
Weyerhaeuser
WY
$17.2B
– –
-2,388
Closed -$77K
ETP
120
DELISTED
Energy Transfer Partners, L.P.
ETP
– –
-1,822
Closed -$41K
1 2 3 4
5

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