Interactive Financial Advisors

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

  • Top 5 stock holdings are IVV, AGG, FXF, LQD, VIG, and represent 35.91% of Interactive Financial Advisors's stock portfolio.
  • Added to shares of these 10 stocks: FXF (+$14M), GLD (+$11M), SHY (+$9.7M), VTI (+$6.8M), AMZN, NFLX, LQD, SLV, SPY, VEA.
  • Started 30 new stock positions in ZM, MDY, AMZN, AAPL, DBC, ET, NFLX, PAA, SCHE, BKLN.
  • Reduced shares in these 10 stocks: REM, TLT, ITA, IVV, AGG, XLU, BNDX, IEI, TLH, JPUS.
  • Sold out of its positions in REM.
  • Interactive Financial Advisors was a net buyer of stock by $77M.
  • Interactive Financial Advisors has $203M in assets under management (AUM), growing by 79.20%.

Portfolio Holdings for Interactive Financial Advisors

Companies in the Interactive Financial Advisors portfolio as of the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Core S&p 500 Etf Etf (IVV) 9.0 $18M -2% 59k 309.69
Ishares Core Us Aggregate Bond Etf Etf (AGG) 8.0 $16M -2% 137k 118.21
Invesco Currencyshares Swiss Franc Trust Etf (FXF) 7.0 $14M +239573% 146k 96.76
Ishares Iboxx $ Investment Grade Co Etf Etf (LQD) 6.2 $13M +37% 94k 134.50
Vanguard Dividend Appreciation Vipers Etf (VIG) 5.8 $12M 100k 117.18
Ishares Tr Barclays 1-3 Treas Bd Etf Etf (SHY) 5.4 $11M +730% 128k 86.61
Spdr Gold Tr Gold WF (GLD) 5.2 $11M +287745% 63k 167.37
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 4.6 $9.3M +46% 30k 308.36
Ishares Msci Eafe Value Etf Etf (EFV) 3.8 $7.6M +3% 191k 39.97
Ishares Tr Russell 2000 Value Etf Etf (IWN) 3.7 $7.5M +6% 77k 97.46
Vanguard Total Stock Market Vipers Etf (VTI) 3.3 $6.8M NEW 43k 156.54
Vanguard Charlotte Fds Total Intl Bd Index Etf (BNDX) 2.8 $5.6M 98k 57.73
Ishares Intermediate Term Corporate Bond Etf Etf (IGIB) 2.7 $5.5M +19% 92k 60.38
Amazon.com C (AMZN) 2.3 $4.6M NEW 1.7k 2758.66

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Ishares Tr Barclays 20 Yr Treas Bd Etf Etf (TLT) 2.1 $4.3M -34% 26k 163.94
Netflix C (NFLX) 1.9 $3.9M NEW 8.5k 455.02
Ishares Silver Trust WF (SLV) 1.6 $3.2M +3886% 188k 17.01
Vanguard Tax Managed Intl Fd Msci Etf (VEA) 1.4 $2.8M +124964% 71k 38.79
Ishares Tr Dow Jones Us Aerospace & Defense Index Etf (ITA) 1.3 $2.7M -21% 16k 164.73
Apple C (AAPL) 1.3 $2.6M NEW 7.0k 364.78
Vanguard Index Fds S&p 500 Etf Etf (VOO) 1.2 $2.5M +109962% 8.8k 283.48
Vanguard Large-cap Vipers Etf (VV) 1.1 $2.2M 16k 142.98
Schwab Strategic Tr Us Reit Etf Etf (SCHH) 1.0 $2.1M +135268% 60k 35.22
Ishares Residential Real Estate Etf Etf (REZ) 1.0 $2.1M +133792% 35k 60.09
Ishares North American Natural Res Etf Etf (IGE) 1.0 $2.0M NEW 93k 21.68
Select Sector Spdr Fd Health Care Etf (XLV) 0.9 $1.9M +6% 19k 100.08
Ishares Tr China Large Cap Etf Etf (FXI) 0.9 $1.9M NEW 47k 39.70
Ark Innovation Etf Etf (ARKK) 0.9 $1.8M +120% 25k 71.33
Ishares Goldman Sachs Technology Index Fund Etf (IGM) 0.8 $1.7M +46% 6.1k 279.10
Utilities Select Sector Spdr Fund Etf (XLU) 0.7 $1.5M -11% 26k 56.42
First Trust Water Etf Etf (FIW) 0.7 $1.4M 24k 55.69
Vanguard High Dividend Yield Etf Etf (VYM) 0.5 $1.1M 14k 78.81
Consumer Staples Spdr Etf (XLP) 0.5 $1.1M 18k 58.62
Ishares Tr 3-7 Yr Treas Bd Etf Etf (IEI) 0.5 $1.0M -3% 7.8k 133.71
Flexshares Tr Iboxx 3 Yr Target Duration Tips Index Etf (TDTT) 0.5 $1.0M 41k 25.29
Ishares Tips Bond Etf Etf (TIP) 0.4 $847k 6.9k 122.99
Spdr Ser Tr S&p Biotech Etf Etf (XBI) 0.4 $765k 6.8k 111.96
Flexshares Tr Ready Access Var Income Etf (RAVI) 0.3 $601k 7.9k 76.22
Ishares Tr S&p Us Pfd Stock Index Fund Etf (PFF) 0.3 $591k +304% 17k 34.66
Facebook Inc Cl A C (FB) 0.3 $581k NEW 2.6k 227.13
Amplify Online Retail Etf Etf (IBUY) 0.3 $534k +131% 7.6k 70.27
Ishares Tr Natl Amt Free Muni Bd Etf Etf (MUB) 0.3 $531k +800% 4.6k 115.41
Ishares Tr 10-20 Yr Treas Bd Etf Etf (TLH) 0.3 $530k -5% 3.2k 167.25
Invesco S&p 500 High Dividend Low Volatility Etf Etf (SPHD) 0.2 $489k +80% 15k 32.89
Vanguard Sector Index Fds Vanguard Consumer Discretionary Vipers Etf (VCR) 0.2 $484k +173% 2.4k 200.17
Wisdomtree Tr Us Quality Divid Growth Etf (DGRW) 0.2 $417k +2% 9.2k 45.44
Invesco National Amt Free Municipal Bond Etf Etf (PZA) 0.2 $386k NEW 15k 26.55
Ishares Msci Eafe Minimum Volatility Etf Etf (EFAV) 0.2 $369k +276% 5.6k 66.12
Vanguard Real Estate Etf Etf (VNQ) 0.2 $340k +415% 4.3k 78.56
Wisdomtree Tr High Divid Etf (DHS) 0.2 $339k +3% 5.4k 62.34
Ishares Comex Gold Tr Ishares WF (IAU) 0.2 $315k 19k 17.01
Ishares Select Dividend Etf Etf (DVY) 0.2 $314k +243% 3.9k 80.70
Invesco Taxable Municipal Bond Etf Etf (BAB) 0.2 $305k NEW 9.3k 32.92
Vanguard Intermediate Term Etf (VCIT) 0.1 $303k -6% 3.2k 95.07
Ishares Tr Msci Eafe Etf Etf (EFA) 0.1 $303k 5.0k 60.88
Ishares Msci Acwi Ex Us Etf Etf (ACWX) 0.1 $296k -2% 6.9k 43.17
Jpmorgan Diversified Return Usequity Etf Etf (JPUS) 0.1 $280k -7% 4.0k 69.34
American Electric Power C (AEP) 0.1 $279k 3.5k 79.71
Ishares Tr S&p 500 Value Etf Etf (IVE) 0.1 $276k 2.5k 108.28
Wisdomtree Barclays U.s. Aggregate Bond Zero Duration Fund Etf (AGZD) 0.1 $276k 5.9k 47.11
Gatx Corp C (GATX) 0.1 $274k 4.5k 60.89
Proshares Tr S&p 500 Aristocrats Etf Etf (NOBL) 0.1 $263k NEW 3.9k 67.40
Ishares Tr Russell 2000 Etf Etf (IWM) 0.1 $249k +3% 1.7k 143.10
Allstate Corporation C (ALL) 0.1 $230k 2.4k 96.80
Invesco Senior Loan Etf Etf (BKLN) 0.1 $212k NEW 9.9k 21.39
Ssga Active Etf Tr Blackstone/gso Sr Ln Etf Etf (SRLN) 0.1 $209k NEW 4.8k 43.31
Energy Select Sector Spdr Fund Etf (XLE) 0.1 $199k +18% 5.3k 37.81
Spdr Bloomberg Barclays International Treasury Bond Etf Etf (BWX) 0.1 $191k 6.6k 28.90
Vanguard Sector Index Fds Vanguard Telecommunication Svcs Vipers Etf (VOX) 0.1 $187k +896% 2.0k 92.90
Ishares Jp Morgan Usd Emerging Mkts Bd Etf Etf (EMB) 0.1 $183k NEW 1.7k 109.52
Vanguard Short Term Corp Bond Index Fund Etf Etf (VCSH) 0.1 $173k 2.1k 82.81
Vanguard Intl Equity Index Fds Ftse Emerging Mkts Etf (VWO) 0.1 $171k +185% 4.3k 39.66
Ishares S&p 500 Growth Etf Etf (IVW) 0.1 $160k 773.00 206.99
Nextera Energy C (NEE) 0.1 $159k 662.00 240.18
Dte Energy Company C (DTE) 0.1 $149k 1.4k 107.50
Wisdomtree Tr Bloomberg Us Dollar Bullish Etf (USDU) 0.1 $142k 5.2k 27.55
Ishares Floating Rate Bond Etf Etf (FLOT) 0.1 $140k 2.8k 50.54
Ishares Inc Msci Global Silver And Metals Miner Etf Etf (SLVP) 0.1 $135k NEW 10k 13.35
Alphabet Inc Cap Stk Cl A C (GOOGL) 0.1 $121k NEW 85.00 1423.53
Mge Energy Inc. - C (MGEE) 0.1 $117k 1.8k 64.29
Southern C (SO) 0.1 $114k 2.2k 51.63
Chevron Corp C (CVX) 0.1 $110k 1.2k 89.00
Invesco Db Commodity Index Tracking Fund Etf (DBC) 0.1 $107k NEW 8.7k 12.27
Microsoft Corp C (MSFT) 0.1 $102k 500.00 204.00
Morgan Stanley C (MS) 0.0 $97k 2.0k 48.50
Invesco Cleantech Etf Etf (PZD) 0.0 $86k 1.8k 49.06
Jpm Diversified Return Intl Equity Etf Etf (JPIN) 0.0 $83k -16% 1.7k 49.14
Vanguard Value Vipers Etf (VTV) 0.0 $82k NEW 819.00 100.12
Merck & Co C (MRK) 0.0 $77k 1.0k 77.00
Spdr Index Shs Fds Dj Wishire Global Real Estate Etf Etf (RWO) 0.0 $77k NEW 2.0k 38.95
Ishares Short-term Corporate Bond Etf Etf (IGSB) 0.0 $72k -16% 1.3k 55.09
Spdr Index Shs Fds S&p Global Nat Res Etf Etf (GNR) 0.0 $68k NEW 1.9k 36.68
Zoom Video Communications C (ZM) 0.0 $63k NEW 250.00 252.00
Vanguard Mid-cap Value Etf Etf (VOE) 0.0 $63k NEW 655.00 96.18
Ishares Core S&p Small-cap Etf Etf (IJR) 0.0 $61k NEW 893.00 68.31
Ishares S&p Smallcap 600 Growth Etf Etf (IJT) 0.0 $61k NEW 358.00 170.39
Vanguard Small-cap Value Vipers Etf (VBR) 0.0 $60k +878% 558.00 107.53
Spdr S&p Midcap 400 Etf Tr Unit Ser 1 Standard & Poors Dep Rcpt Etf (MDY) 0.0 $59k NEW 183.00 322.40
Ishares Tr Cohen & Steers Reit Etf Etf (ICF) 0.0 $58k 575.00 100.87
Vanguard Intl Equity Index Fds Global Ex-us Real Estate Index Etf (VNQI) 0.0 $58k -9% 1.2k 46.77
Visa Inc Com Cl A C (V) 0.0 $56k -2% 288.00 194.44
Ishares Tr Barclays 7-10 Yr Treas Bd Etf Etf (IEF) 0.0 $54k -5% 445.00 121.35
Spdr Ftse Intl Government Inflation Protected Bd Etf Etf (WIP) 0.0 $47k 901.00 52.16
Discover Finl Svcs C (DFS) 0.0 $45k 900.00 50.00
Weyerhaeuser Rhta (WY) 0.0 $45k NEW 2.0k 22.30
Universal Health Rlty Tr Sbi Rhta (UHT) 0.0 $45k 560.00 80.36
Plains All American Pipeline C (PAA) 0.0 $36k NEW 4.0k 8.96
Exxon Mobil Corp C (XOM) 0.0 $36k 800.00 45.00
Energy Transfer Operating C (ET) 0.0 $36k NEW 5.1k 7.03
Vanguard Growth Vipers Etf (VUG) 0.0 $34k -2% 170.00 200.00
Ishares Global Energy Etf Etf (IXC) 0.0 $32k +2% 1.6k 19.54
Occidental Petro Corp C (OXY) 0.0 $32k NEW 1.8k 18.10
Ameren Corp C (AEE) 0.0 $31k 444.00 69.82
Ishares Short-term National Muni Bond Etf Etf (SUB) 0.0 $29k 272.00 106.62
Unilever C (UL) 0.0 $27k 500.00 54.00
Dominion Energy C (D) 0.0 $27k 335.00 80.60
Eli Lilly & Co. C (LLY) 0.0 $25k 155.00 161.29
Consolidated Edison C (ED) 0.0 $23k 320.00 71.88
Travelers Cos C (TRV) 0.0 $18k 158.00 113.92
Boeing Company C (BA) 0.0 $18k 100.00 180.00
Ishares Tr Iboxx $ High Yield Corp Bd Etf Etf (HYG) 0.0 $17k 214.00 79.44
Spdr Bloomberg Barclays High Yield Bond Etf Etf (JNK) 0.0 $17k 166.00 102.41
Flexshares Stoxx Us Esg Impact Index Fund Etf (ESG) 0.0 $16k 213.00 75.12
Cisco Systems C (CSCO) 0.0 $14k 300.00 46.67
Schwab Strategic Tr Emerging Mkts Equity Etf Etf (SCHE) 0.0 $13k NEW 523.00 24.86
Norfolk Southern Corp C (NSC) 0.0 $13k 73.00 178.08
Texas Instruments C (TXN) 0.0 $13k NEW 100.00 130.00
Jpmorgan Diversified Return Us Small Cap Equity Etf Etf (JPSE) 0.0 $12k +781% 432.00 27.78
Ishares Global Materials Etf Etf (MXI) 0.0 $12k +3% 199.00 60.30
Ishares Latin America 40 Etf Etf (ILF) 0.0 $11k -52% 521.00 21.11
Ford Motor Company C (F) 0.0 $9.0k 1.4k 6.43
At&t C (T) 0.0 $9.0k 300.00 30.00
Altria Group C (MO) 0.0 $8.0k 200.00 40.00
Motorola C (MSI) 0.0 $3.0k 20.00 150.00
Procter & Gamble C (PG) 0.0 $3.0k 22.00 136.36
Cronos Group C (CRON) 0.0 $2.0k 281.00 7.12
Vanguard Intl Equity Fds Ftse All World Ex Usa Small Cap Index Fd Etf Etf (VSS) 0.0 $1.0k +7% 14.00 71.43

Past Filings by Interactive Financial Advisors

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

View all past filings