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
+5.28%
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
$246M
AUM Growth
+$7.33M
Cap. Flow
-$7.18M
Cap. Flow %
-2.92%
Top 10 Hldgs %
48.64%
Holding
170
New
8
Increased
33
Reduced
82
Closed
1

Top Buys

1
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$6.68M
2
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$5.85M
3
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.62M
4
GLD icon
SPDR Gold Trust
GLD
+$4.87M
5
META icon
Meta Platforms (Facebook)
META
+$2.59M

Top Sells

1
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$6.56M
2
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.12M
3
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.98M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$3.05M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.12M

Sector Composition

1 Communication Services 4.67%
2 Technology 0.74%
3 Financials 0.62%
4 Consumer Discretionary 0.53%
5 Utilities 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
151
Cisco
CSCO
$441B
$16K 0.01%
300
– –
OXY icon
152
Occidental Petroleum
OXY
$53.5B
$16K 0.01%
509
-315
-38% -$8.45K
PAVE icon
153
Global X US Infrastructure Development ETF
PAVE
$14B
$14K 0.01%
+529
New +$13.7K
SCHE icon
154
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
$14K 0.01%
414
+3
+0.7% +$97
NSC icon
155
Norfolk Southern
NSC
$73.8B
$13K 0.01%
48
– –
XLB icon
156
State Street Materials Select Sector SPDR ETF
XLB
$8.33B
$13K 0.01%
+326
New +$13.7K
CCEP icon
157
Coca-Cola Europacific Partners
CCEP
$46.2B
$12K ﹤0.01%
200
– –
MO icon
158
Altria Group
MO
$118B
$10K ﹤0.01%
200
– –
NAVI icon
159
Navient
NAVI
$796M
$10K ﹤0.01%
500
– –
VUG icon
160
Vanguard Growth ETF
VUG
$227B
$10K ﹤0.01%
216
-6
-3% -$272
ILF icon
161
iShares Latin America 40 ETF
ILF
$3.78B
$9K ﹤0.01%
289
-45
-13% -$1.35K
CCL icon
162
Carnival Corporation Ltd
CCL
$36.4B
$8K ﹤0.01%
300
– –
SUB icon
163
iShares Short-Term National Muni Bond ETF
SUB
$11.4B
$8K ﹤0.01%
78
– –
MSI icon
164
Motorola Solutions
MSI
$67.6B
$4K ﹤0.01%
20
– –
TSI
165
TCW Strategic Income Fund
TSI
$215M
$4K ﹤0.01%
600
– –
MJ icon
166
Amplify Alternative Harvest ETF
MJ
$104M
$3K ﹤0.01%
11
– –
OGN icon
167
Organon & Co
OGN
$3.54B
$3K ﹤0.01%
+100
New +$3.29K
VSS icon
168
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.5B
$2K ﹤0.01%
11
-1
-8% -$135
3 4 5 6
7

Similar funds

TI
Truxt Investmentos Rio De Janeiro, Brazil $153M AUM
BCM
Berbice Capital Management Melville, New York $153M AUM 37.2% 1-Year Est. Return
BGAI
Bruce G. Allen Investments Denver, Colorado $153M AUM 23.23% 1-Year Est. Return
MSWA
Marshall & Sterling Wealth Advisors Poughkeepsie, New York $153M AUM 13.86% 1-Year Est. Return
FWP
Fiduciary Wealth Partners Boston, Massachusetts $153M AUM 18.34% 1-Year Est. Return
BCG
Bravias Capital Group Iselin, New Jersey $153M AUM 23.67% 1-Year Est. Return
APW
Atlantic Private Wealth Chapel Hill, North Carolina $153M AUM 15.75% 1-Year Est. Return
MPIM
McGinn Penninger Investment Management Alexandria, Virginia $153M AUM 20.6% 1-Year Est. Return