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