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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
+9.12%
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
$208M
AUM Growth
+$14.6M
Cap. Flow
-$29.6K
Cap. Flow %
-0.01%
Top 10 Hldgs %
60.06%
Holding
131
New
32
Increased
38
Reduced
41
Closed
10

Top Buys

1
BABA icon
Alibaba
BABA
+$8.39M
2
ILF icon
iShares Latin America 40 ETF
ILF
+$8.38M
3
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$5.75M
4
GLD icon
SPDR Gold Trust
GLD
+$5.33M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.17M

Top Sells

1
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$8.99M
2
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.38M
3
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$6.25M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.87M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.88M

Sector Composition

1 Consumer Discretionary 4.39%
2 Utilities 0.45%
3 Communication Services 0.33%
4 Industrials 0.24%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NSC icon
101
Norfolk Southern
NSC
$73.8B
$18K 0.01%
98
– –
EEB
102
DELISTED
Invesco BRIC ETF
EEB
$18K 0.01%
499
-11
-2% -$391
JNJ icon
103
Johnson & Johnson
JNJ
$595B
$14K 0.01%
+100
New +$13.4K
MXI icon
104
iShares Global Materials ETF
MXI
$340M
$13K 0.01%
199
+2
+1% +$124
F icon
105
Ford
F
$56.5B
$12K 0.01%
1,400
+1,000
+250% +$8.59K
GE icon
106
GE Aerospace
GE
$376B
$10K ﹤0.01%
+201
New +$9.46K
TLT icon
107
iShares 20+ Year Treasury Bond ETF
TLT
$42B
$8K ﹤0.01%
63
-40,138
-100% -$4.88M
VBR icon
108
Vanguard Small-Cap Value ETF
VBR
$36.8B
$7K ﹤0.01%
53
-2
-4% -$254
NVDA icon
109
NVIDIA
NVDA
$5.15T
$5K ﹤0.01%
+1,200
New +$4.66K
ASXC
110
DELISTED
Asensus Surgical, Inc.
ASXC
$5K ﹤0.01%
+154
New +$5.16K
CRSP icon
111
CRISPR Therapeutics
CRSP
$5.06B
$4K ﹤0.01%
+100
New +$3.46K
MSI icon
112
Motorola Solutions
MSI
$67.6B
$3K ﹤0.01%
20
– –
SLB icon
113
SLB Ltd
SLB
$71.1B
$2K ﹤0.01%
55
– –
CTRL
114
DELISTED
Control4 Corporation
CTRL
$2K ﹤0.01%
+100
New +$1.8K
VSS icon
115
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$1K ﹤0.01%
11
– –
EFG icon
116
iShares MSCI EAFE Growth ETF
EFG
$16.7B
– –
-29
Closed -$2K
IEMG icon
117
iShares Core MSCI Emerging Markets ETF
IEMG
$154B
– –
-180
Closed -$8K
IJR icon
118
iShares Core S&P Small-Cap ETF
IJR
$110B
– –
-121
Closed -$8K
IJT icon
119
iShares S&P Small-Cap 600 Growth ETF
IJT
$8.28B
– –
-79,054
Closed -$6.38M
SCZ icon
120
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.1B
– –
-39
Closed -$2K
TBF icon
121
ProShares Short 20+ Year Treasury ETF
TBF
$88.8M
– –
-90
Closed -$2K
1 2 3 4
5

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MPIM
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