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Interactive Financial Advisors

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

Top 5 stock holdings are IVV, AGG, VIG, VEA, QQQ, and represent 36.50% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: TLT (+$6.5M), TSLA, QQQ, NEE, MS, VEA, IGM, SPGM, AGG, SPIB.
Started 3 new stock positions in NEE, MS, TSLA.
Reduced shares in these 10 stocks: RAVI (-$6.1M), IGIB, VIG, PZA, DGRW, ARKK, TDTT, SPY, XT, TIP.
Interactive Financial Advisors was a net buyer of stock by $2.0M.
Interactive Financial Advisors has $194M in assets under management (AUM), dropping by 7.06%.
Central Index Key (CIK): 0001419099

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Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 89 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.2	$26M		44k	576.83	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.4	$14M		142k	101.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.1	$12M		60k	198.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.2	$10M	+2%	192k	52.81	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$9.0M	+2%	18k	488.09	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.6	$7.1M	+1206%	72k	98.10	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.5	$6.8M		38k	179.30	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	2.7	$5.3M	+2%	156k	33.71	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	2.5	$5.0M		36k	135.85	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.4	$4.7M		51k	93.11	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.4	$4.7M		54k	86.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.3	$4.5M		193k	23.45	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.3	$4.5M		17k	263.30	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.3	$4.4M		88k	50.28	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.1	$4.1M	+4%	43k	95.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.0	$4.0M		24k	166.82	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$3.8M		66k	57.53	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	1.7	$3.3M	+4%	51k	64.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$3.0M		20k	149.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$3.0M		19k	154.02	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.5	$2.9M		26k	112.98	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$2.7M		90k	29.41	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.2	$2.4M		29k	83.00	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.2	$2.3M	-4%	44k	53.72	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$2.3M	+3%	10k	225.76	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.1M	+5%	8.0k	263.86	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	1.0	$1.9M		24k	80.78	View chart
Apple (AAPL)	1.0	$1.9M		8.1k	233.00	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$1.9M		17k	109.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$1.6M		13k	128.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$1.3M	-2%	15k	87.80	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$1.3M	+4%	41k	31.76	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.3M	-3%	11k	110.48	View chart
Vanguard Wellington Us Quality (VFQY)	0.6	$1.2M		8.3k	142.88	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$1.1M		21k	49.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.5	$1.0M		28k	38.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$916k		1.7k	527.93	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$871k		3.5k	245.48	View chart
Vanguard World Utilities Etf (VPU)	0.4	$832k		4.8k	174.05	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.4	$821k	-5%	34k	24.05	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$817k	-2%	9.8k	83.75	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$799k		17k	48.03	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$798k	-8%	9.6k	83.22	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$795k	-4%	16k	50.57	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$783k		34k	23.17	View chart
Ishares Tr Residential Mult (REZ)	0.4	$767k		8.6k	88.82	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$699k	-3%	7.1k	98.81	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$690k		5.8k	119.70	View chart
Flexshares Tr Flexshares Ultra (RAVI)	0.3	$680k	-89%	9.0k	75.66	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$642k		16k	41.16	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$641k	-6%	1.1k	573.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$622k	-8%	13k	47.53	View chart
Us Bancorp Del Com New (USB)	0.3	$616k		14k	45.73	View chart
Ishares Tr Exponential Tech (XT)	0.3	$605k	-7%	9.9k	60.88	View chart
GATX Corporation (GATX)	0.3	$596k		4.5k	132.45	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$580k	-6%	6.2k	93.81	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$578k		10k	56.57	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$571k		5.9k	96.38	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$481k		1.4k	340.51	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.2	$480k		7.9k	61.01	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$473k	-4%	21k	22.42	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$455k		10k	44.07	View chart
Allstate Corporation (ALL)	0.2	$451k		2.4k	189.65	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.2	$438k		9.7k	45.12	View chart
Microsoft Corporation (MSFT)	0.2	$430k		1.0k	430.30	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$415k		7.3k	57.23	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$395k	-2%	4.7k	83.17	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$393k		2.0k	197.26	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$381k	-2%	3.5k	108.63	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$381k	+2%	1.6k	243.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$370k		4.4k	83.64	View chart
American Electric Power Company (AEP)	0.2	$359k		3.5k	102.60	View chart
Amazon (AMZN)	0.2	$358k		1.9k	186.33	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$348k	-10%	11k	33.23	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$298k		1.4k	220.94	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$288k	-2%	2.0k	145.39	View chart
Gilead Sciences (GILD)	0.1	$268k		3.2k	83.84	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$262k	-5%	3.3k	79.43	View chart
Tesla Motors (TSLA)	0.1	$262k	NEW	1.0k	261.63	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$262k	-8%	3.4k	76.70	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$237k	-2%	8.3k	28.41	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$233k	-3%	1.9k	119.66	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.1	$232k	-5%	8.7k	26.53	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$230k	-4%	4.5k	51.05	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$225k	-12%	1.7k	135.07	View chart
Nextera Energy (NEE)	0.1	$224k	NEW	2.6k	84.53	View chart
Chevron Corporation (CVX)	0.1	$217k		1.5k	147.27	View chart
Morgan Stanley Com New (MS)	0.1	$209k	NEW	2.0k	104.24	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$207k	-27%	8.6k	24.15	View chart

Past Filings by Interactive Financial Advisors

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

Interactive Financial Advisors 2024 Q3 filed Oct. 30, 2024
Interactive Financial Advisors 2024 Q2 filed Aug. 2, 2024
Interactive Financial Advisors 2024 Q1 filed May 3, 2024
Interactive Financial Advisors 2023 Q4 filed Feb. 5, 2024
Interactive Financial Advisors 2023 Q3 filed Oct. 26, 2023
Interactive Financial Advisors 2023 Q2 filed Aug. 1, 2023
Interactive Financial Advisors 2023 Q1 filed April 27, 2023
Interactive Financial Advisors 2022 Q4 filed Feb. 8, 2023
Interactive Financial Advisors 2022 Q3 filed Nov. 14, 2022
Interactive Financial Advisors 2022 Q2 filed Aug. 10, 2022
Interactive Financial Advisors 2022 Q1 filed May 9, 2022
Interactive Financial Advisors 2021 Q4 filed Feb. 11, 2022
Interactive Financial Advisors 2021 Q3 filed Nov. 9, 2021
Interactive Financial Advisors 2021 Q2 filed July 30, 2021
Interactive Financial Advisors 2021 Q1 filed May 11, 2021
Interactive Financial Advisors 2020 Q4 filed Jan. 21, 2021

View all past filings

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