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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
+4.82%
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
$222M
AUM Growth
+$4.46M
Cap. Flow
-$4.45M
Cap. Flow %
-2.01%
Top 10 Hldgs %
58.22%
Holding
144
New
21
Increased
55
Reduced
36
Closed
2

Top Buys

1
REM icon
iShares Mortgage Real Estate ETF
REM
+$6.11M
2
GLD icon
SPDR Gold Trust
GLD
+$2.9M
3
BABA icon
Alibaba
BABA
+$2.21M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$2.1M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.51M

Top Sells

1
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$6.97M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$6.39M
3
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.08M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.7M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$2.46M

Sector Composition

1 Technology 1.99%
2 Communication Services 1.21%
3 Consumer Discretionary 1.13%
4 Utilities 0.47%
5 Financials 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WY icon
101
Weyerhaeuser
WY
$17.2B
$65K 0.03%
+2,136
New +$62K
ILF icon
102
iShares Latin America 40 ETF
ILF
$3.78B
$61K 0.03%
1,785
-141
-7% -$4.6K
XOM icon
103
ExxonMobil
XOM
$599B
$56K 0.03%
800
– –
V icon
104
Visa
V
$675B
$55K 0.02%
294
– –
IEF icon
105
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$53K 0.02%
477
– –
WIP icon
106
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$495M
$50K 0.02%
902
+2
+0.2% +$109
IXC icon
107
iShares Global Energy ETF
IXC
$2.2B
$48K 0.02%
1,559
+59
+4% +$1.81K
PAA icon
108
Plains All American Pipeline
PAA
$16.5B
$35K 0.02%
+1,915
New +$35.2K
AEE icon
109
Ameren
AEE
$30.8B
$34K 0.02%
444
– –
BA icon
110
Boeing
BA
$172B
$33K 0.01%
100
– –
VUG icon
111
Vanguard Growth ETF
VUG
$227B
$32K 0.01%
1,062
-24
-2% -$693
ED icon
112
Consolidated Edison
ED
$40.7B
$29K 0.01%
320
– –
UL icon
113
Unilever
UL
$132B
$29K 0.01%
444
– –
D icon
114
Dominion Energy
D
$62.4B
$28K 0.01%
335
– –
SUB icon
115
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$28K 0.01%
264
-1
-0.4% -$107
OXY icon
116
Occidental Petroleum
OXY
$53.5B
$24K 0.01%
+581
New +$23.3K
TRV icon
117
Travelers Companies
TRV
$70B
$22K 0.01%
158
– –
LLY icon
118
Eli Lilly
LLY
$1.03T
$20K 0.01%
155
-50
-24% -$5.8K
VOX icon
119
Vanguard Communication Services ETF
VOX
$5.98B
$20K 0.01%
210
+49
+30% +$4.43K
NSC icon
120
Norfolk Southern
NSC
$73.8B
$19K 0.01%
98
– –
JNK icon
121
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$18K 0.01%
166
– –
EEB
122
DELISTED
Invesco BRIC ETF
EEB
$17K 0.01%
440
+1
+0.2% +$37
MXI icon
123
iShares Global Materials ETF
MXI
$340M
$15K 0.01%
220
+1
+0.5% +$65
CSCO icon
124
Cisco
CSCO
$441B
$14K 0.01%
300
– –
F icon
125
Ford
F
$56.5B
$13K 0.01%
1,400
– –
2 3 4
5
6

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