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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
+13.46%
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
$203M
AUM Growth
+$89.7M
Cap. Flow
+$73.6M
Cap. Flow %
36.25%
Top 10 Hldgs %
58.62%
Holding
138
New
30
Increased
47
Reduced
27
Closed
1

Top Buys

1
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$13.9M
2
GLD icon
SPDR Gold Trust
GLD
+$10.2M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$9.72M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$6.37M
5
AMZN icon
Amazon
AMZN
+$4.04M

Top Sells

1
REM icon
iShares Mortgage Real Estate ETF
REM
+$2.73M
2
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$2.28M
3
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$728K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$435K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$408K

Sector Composition

1 Consumer Discretionary 2.28%
2 Communication Services 2.25%
3 Technology 1.36%
4 Utilities 0.44%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
V icon
101
Visa
V
$685B
$56K 0.03%
288
-6
-2% -$1.1K
IEF icon
102
iShares 7-10 Year Treasury Bond ETF
IEF
$47B
$54K 0.03%
445
-28
-6% -$3.4K
WIP icon
103
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$494M
$47K 0.02%
901
-2
-0.2% -$101
DFS
104
DELISTED
Discover Financial Services
DFS
$45K 0.02%
900
– –
UHT
105
Universal Health Realty Income Trust
UHT
$599M
$45K 0.02%
560
– –
WY icon
106
Weyerhaeuser
WY
$17.7B
$45K 0.02%
+2,018
New +$40.8K
ET icon
107
Energy Transfer Partners
ET
$69.2B
$36K 0.02%
+5,120
New +$37.9K
PAA icon
108
Plains All American Pipeline
PAA
$16.7B
$36K 0.02%
+4,018
New +$34.2K
XOM icon
109
ExxonMobil
XOM
$603B
$36K 0.02%
800
– –
VUG icon
110
Vanguard Growth ETF
VUG
$225B
$34K 0.02%
1,020
-24
-2% -$738
IXC icon
111
iShares Global Energy ETF
IXC
$2.22B
$32K 0.02%
1,638
+38
+2% +$742
OXY icon
112
Occidental Petroleum
OXY
$53.6B
$32K 0.02%
+1,768
New +$27.9K
AEE icon
113
Ameren
AEE
$31.2B
$31K 0.02%
444
– –
SUB icon
114
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$29K 0.01%
272
– –
D icon
115
Dominion Energy
D
$63B
$27K 0.01%
335
– –
UL icon
116
Unilever
UL
$134B
$27K 0.01%
444
– –
LLY icon
117
Eli Lilly
LLY
$1.04T
$25K 0.01%
155
– –
ED icon
118
Consolidated Edison
ED
$40.9B
$23K 0.01%
320
– –
BA icon
119
Boeing
BA
$170B
$18K 0.01%
100
– –
TRV icon
120
Travelers Companies
TRV
$70.6B
$18K 0.01%
158
– –
HYG icon
121
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$17K 0.01%
214
– –
JNK icon
122
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$17K 0.01%
166
– –
ESG icon
123
FlexShares STOXX US ESG Select Index Fund
ESG
$132M
$16K 0.01%
213
-1
-0.5% -$71
CSCO icon
124
Cisco
CSCO
$430B
$14K 0.01%
300
– –
NSC icon
125
Norfolk Southern
NSC
$75.3B
$13K 0.01%
73
– –
2 3 4
5
6

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