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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
SCHE icon
126
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$13K 0.01%
+523
New +$11.9K
TXN icon
127
Texas Instruments
TXN
$265B
$13K 0.01%
+100
New +$11.7K
JPSE icon
128
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$599M
$12K 0.01%
432
+383
+782% +$9.54K
MXI icon
129
iShares Global Materials ETF
MXI
$336M
$12K 0.01%
199
+7
+4% +$403
ILF icon
130
iShares Latin America 40 ETF
ILF
$3.72B
$11K 0.01%
521
-568
-52% -$11.4K
F icon
131
Ford
F
$56.5B
$9K ﹤0.01%
1,400
– –
T icon
132
AT&T
T
$153B
$9K ﹤0.01%
397
– –
MO icon
133
Altria Group
MO
$122B
$8K ﹤0.01%
200
– –
MSI icon
134
Motorola Solutions
MSI
$68.8B
$3K ﹤0.01%
20
– –
PG icon
135
Procter & Gamble
PG
$353B
$3K ﹤0.01%
22
– –
CRON
136
Cronos Group
CRON
$1.03B
$2K ﹤0.01%
281
– –
VSS icon
137
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$1K ﹤0.01%
14
+1
+8% +$89
REM icon
138
iShares Mortgage Real Estate ETF
REM
$569M
– –
-145,813
Closed -$2.73M
2 3 4 5
6

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