We are live on
!
Find out more
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
(+2.1%)
Cap. Flow
-$4.45M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
58.22%
Holding
144
New
21
Increased
55
Reduced
36
Closed
2
Top Buys
| 1 |
iShares Mortgage Real Estate ETF
REM
|
+$6.11M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.9M |
| 3 |
Alibaba
BABA
|
+$2.21M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$2.1M |
| 5 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.51M |
Top Sells
| 1 |
Invesco CurrencyShares Swiss Franc Trust
FXF
|
+$6.97M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$6.39M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
+$6.08M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
+$3.7M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
AT&T
T
$149B
| $12K | 0.01% |
397
| – | – |
|
127
Altria Group
MO
$118B
| $10K | ﹤0.01% |
200
| – | – |
|
128
Motorola Solutions
MSI
$67.6B
| $3K | ﹤0.01% |
20
| – | – |
|
129
Procter & Gamble
PG
$345B
| $3K | ﹤0.01% |
22
-56
| -72% | -$6.85K |
|
|
CRON
130
Cronos Group
CRON
$1.02B
| $2K | ﹤0.01% |
281
| – | – |
|
131
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
| $1K | ﹤0.01% |
12
+1
| +9% | +$107 |
|
132
Amazon
AMZN
$2.74T
| – | – |
-19,760
| Closed | -$1.72M |
|
133
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
| – | – |
-1,512
| Closed | -$171K |
|
Similar funds
TI
BCM
BGAI
MSWA
FWP
BCG
APW
MPIM