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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
+1.6%
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
$172M
AUM Growth
+$2.46M
Cap. Flow
-$106K
Cap. Flow %
-0.06%
Top 10 Hldgs %
76.77%
Holding
148
New
76
Increased
30
Reduced
36
Closed
–

Top Buys

1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$1.27M
2
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$521K
3
REZ icon
iShares Residential and Multisector Real Estate ETF
REZ
+$475K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$430K
5
SCHH icon
Schwab US REIT ETF
SCHH
+$348K

Top Sells

1
IVV icon
iShares Core S&P 500 ETF
IVV
+$641K
2
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$632K
3
FXF icon
Invesco CurrencyShares Swiss Franc Trust
FXF
+$606K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$575K
5
DHS icon
WisdomTree US High Dividend Fund
DHS
+$498K

Sector Composition

1 Financials 0.01%
2 Consumer Discretionary 0.01%
3 Energy 0.01%
4 Communication Services 0%
5 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KEY icon
126
KeyCorp
KEY
$25.4B
$0 ﹤0.01%
+14
New +$188
LUMN icon
127
Lumen
LUMN
$6.65B
$0 ﹤0.01%
+5
New +$153
NOC icon
128
Northrop Grumman
NOC
$74.6B
$0 ﹤0.01%
+2
New +$237
NSC icon
129
Norfolk Southern
NSC
$73.8B
$0 ﹤0.01%
+1
New +$93
PNC icon
130
PNC Financial Services
PNC
$102B
$0 ﹤0.01%
+5
New +$408
PRI icon
131
Primerica
PRI
$9.52B
$0 ﹤0.01%
+5
New +$222
SANM icon
132
Sanmina
SANM
$11.1B
$0 ﹤0.01%
+12
New +$201
SPB icon
133
Spectrum Brands
SPB
$2.02B
$0 ﹤0.01%
+5
New +$374
XOM icon
134
ExxonMobil
XOM
$599B
$0 ﹤0.01%
+1
New +$95
XRX icon
135
Xerox
XRX
$353M
$0 ﹤0.01%
+10
New +$293
NATI
136
DELISTED
National Instruments Corp
NATI
$0 ﹤0.01%
+5
New +$149
ETFC
137
DELISTED
E*Trade Financial Corporation
ETFC
$0 ﹤0.01%
+10
New +$219
ESRX
138
DELISTED
Express Scripts Holding Company
ESRX
$0 ﹤0.01%
+3
New +$225
CNVR
139
DELISTED
CONVERSANT INC COM STK (DE)
CNVR
$0 ﹤0.01%
+10
New +$240
CSE
140
DELISTED
CAPITALSOURCE INC
CSE
$0 ﹤0.01%
+20
New +$287
EBIX
141
DELISTED
Ebix Inc
EBIX
$0 ﹤0.01%
+12
New +$185
FNSR
142
DELISTED
Finisar Corp
FNSR
$0 ﹤0.01%
+8
New +$192
2 3 4 5
6

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APW
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MPIM
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