Interactive Financial Advisors

Latest statistics and disclosures from Interactive Financial Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ITA, VCSH, XLV, EFV, XLP, and represent 40.42% of Interactive Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: ITA (+$18M), VCSH (+$14M), MSFT (+$11M), XLV (+$10M), SHY (+$9.4M), XLP (+$5.6M), JQUA, EFV, JPSE, XLB.
  • Started 2 new stock positions in AMZN, FLOT.
  • Reduced shares in these 10 stocks: BNDX (-$25M), AGG (-$15M), SLYG (-$15M), VEA (-$15M), RAVI (-$9.8M), ESG (-$6.7M), PZA (-$5.7M), SPIB, VIG, TDTT.
  • Sold out of its positions in BAB, IAU, GLD, VTV.
  • Interactive Financial Advisors was a net seller of stock by $-21M.
  • Interactive Financial Advisors has $187M in assets under management (AUM), dropping by 25.82%.
  • Central Index Key (CIK): 0001419099

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Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 82 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Us Aer Def Etf (ITA) 14.9 $28M +194% 58k 477.63
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 7.7 $14M +419619% 14M 1.00
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Select Sector Spdr Tr Sbi Healthcare (XLV) 6.0 $11M +1212% 235k 47.90
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Ishares Tr Eafe Value Etf (EFV) 6.0 $11M +70% 113k 99.25
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 5.7 $11M +112% 62k 170.40
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Microsoft Corporation (MSFT) 5.7 $11M +6772% 72k 147.14
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Ishares Tr 1 3 Yr Treas Bd (SHY) 5.2 $9.7M +2690% 130k 75.03
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J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 3.0 $5.6M +374% 67k 83.31
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 3.0 $5.5M +942% 66k 83.63
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 2.4 $4.4M +647% 38k 116.03
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Select Sector Spdr Tr Sbi Materials (XLB) 2.3 $4.3M +1682% 88k 49.37
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Tesla Motors (TSLA) 2.1 $3.9M +1481% 18k 218.15
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Flexshares Tr Flexshares Ultra (RAVI) 2.0 $3.8M -72% 25k 155.33
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Ishares Tr Msci Usa Qlt Fct (QUAL) 1.9 $3.6M +59% 108k 32.83
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Vanguard Whitehall Fds High Div Yld (VYM) 1.9 $3.5M +484% 68k 52.10
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Us Bancorp Del Com New (USB) 1.6 $3.0M -49% 6.7k 448.21
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Ishares Tr Residential Mult (REZ) 1.5 $2.9M -5% 7.0k 409.56
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Vanguard Specialized Funds Div App Etf (VIG) 1.5 $2.8M -57% 26k 110.66
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Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR) 1.4 $2.7M +326% 117k 23.04
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Ishares Tr Fltg Rate Nt Etf (FLOT) 1.4 $2.7M NEW 20k 136.39
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Amplify Etf Tr Onlin Retl Etf (IBUY) 1.4 $2.6M +165% 21k 126.60
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Ishares Tr Iboxx Inv Cp Etf (LQD) 1.1 $2.1M +25% 29k 72.03
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Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.9 $1.7M -58% 8.7k 192.50
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Ishares Tr S&p 500 Val Etf (IVE) 0.9 $1.7M +790% 18k 94.80
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Spdr Ser Tr Portfolio Intrmd (SPIB) 0.9 $1.6M -74% 25k 63.33
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Ishares Tr Tips Bd Etf (TIP) 0.8 $1.6M -28% 8.1k 192.53
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Ishares Tr North Amern Nat (IGE) 0.8 $1.4M +84% 17k 83.84
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Select Sector Spdr Tr Energy (XLE) 0.7 $1.4M -21% 12k 111.63
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Ark Etf Tr Innovation Etf (ARKK) 0.7 $1.2M -18% 11k 107.49
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Ishares Tr Exponential Tech (XT) 0.6 $1.2M +100% 21k 55.34
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $1.1M -11% 8.8k 126.47
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.5 $916k -39% 28k 33.27
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Vaneck Etf Trust Semiconductr Etf (SMH) 0.5 $849k +42% 3.6k 232.68
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Select Sector Spdr Tr Technology (XLK) 0.4 $817k -71% 1.9k 437.03
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Ishares Tr Msci Eafe Etf (EFA) 0.4 $800k +699% 34k 23.62
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Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $762k -64% 9.4k 81.29
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Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $730k -67% 35k 20.71
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $725k -75% 14k 52.37
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $716k +822% 17k 42.41
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $696k +610% 7.8k 89.29
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Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.4 $668k -8% 15k 44.06
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Vanguard Index Fds Mid Cap Etf (VO) 0.4 $664k +167% 9.0k 73.52
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $663k +6% 9.4k 70.28
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Vanguard World Fds Utilities Etf (VPU) 0.3 $638k +4% 4.7k 137.07
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Apple (AAPL) 0.3 $629k +48% 11k 59.87
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.3 $617k -66% 6.0k 102.73
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Spdr Ser Tr S&p Biotech (XBI) 0.3 $584k -55% 3.3k 174.91
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Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.3 $583k -77% 14k 43.28
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American Electric Power Company (AEP) 0.3 $559k +61% 5.7k 98.90
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Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $541k -32% 4.5k 120.22
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J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 0.3 $533k -81% 1.1k 475.37
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Ishares Tr Russell 2000 Etf (IWM) 0.3 $530k +1066% 15k 34.46
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Wisdomtree Tr Intrst Rate Hdge (AGZD) 0.3 $496k -64% 6.0k 82.18
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Invesco Exchange Traded Fd T Invesco Msci (ERTH) 0.3 $483k +12% 10k 47.86
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Ishares Tr Pfd And Incm Sec (PFF) 0.3 $475k +21% 17k 28.59
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Ishares Tr Msci Eafe Min Vl (EFAV) 0.3 $471k +39% 5.5k 85.54
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Ishares Tr Msci Acwi Ex Us (ACWX) 0.2 $458k +48% 9.7k 47.24
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $441k +591% 11k 40.72
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Flexshares Tr Iboxx 3r Targt (TDTT) 0.2 $414k -88% 3.8k 108.41
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Wisdomtree Tr Us High Dividend (DHS) 0.2 $414k +234% 19k 21.92
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.2 $412k -98% 1.4k 304.69
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Ishares Tr Select Divid Etf (DVY) 0.2 $409k +242% 7.6k 53.82
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Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $400k -93% 1.1k 376.04
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Amazon (AMZN) 0.2 $396k NEW 4.8k 82.05
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $381k +135% 12k 31.19
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Vanguard Wellington Us Quality (VFQY) 0.2 $359k -23% 7.0k 51.05
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Global X Fds Us Infr Dev Etf (PAVE) 0.2 $356k -85% 2.0k 173.91
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Chevron Corporation (CVX) 0.2 $333k +92% 2.4k 139.98
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First Tr Exchange Traded Wtr Etf (FIW) 0.2 $332k -75% 4.4k 75.36
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Flexshares Tr Stox Us Esg Slct (ESG) 0.2 $303k -95% 1.5k 200.72
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GATX Corporation (GATX) 0.2 $297k -56% 2.0k 151.94
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Ishares Tr National Mun Etf (MUB) 0.2 $291k +201% 12k 24.18
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Gilead Sciences (GILD) 0.2 $284k +9% 3.5k 81.22
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 0.2 $282k -98% 1.1k 248.48
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $265k -98% 3.8k 69.34
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Ishares Tr Rus 2000 Val Etf (IWN) 0.1 $259k -86% 3.2k 81.01
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Vanguard World Fds Consum Dis Etf (VCR) 0.1 $258k +54% 2.2k 117.72
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Vanguard World Fds Comm Srvc Etf (VOX) 0.1 $235k +31% 3.0k 77.37
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Allstate Corporation (ALL) 0.1 $231k -17% 2.0k 117.14
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Vanguard Index Fds Large Cap Etf (VV) 0.1 $227k -85% 1.9k 117.22
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Ishares Tr Core Us Aggbd Et (AGG) 0.1 $222k -98% 1.5k 149.16
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $205k -86% 4.1k 50.62
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Past Filings by Interactive Financial Advisors

SEC 13F filings are viewable for Interactive Financial Advisors going back to 2011

View all past filings