Interactive Financial Advisors

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

Companies in the Interactive Financial Advisors portfolio as of December 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Vanguard Dividend Appreciation ETF (VIG) 10.27 182799 -14% 124.66
iShares S&P; 500 Index (IVV) 9.54 65461 323.25
iShares IBoxx $ Invest Grade Corp Bd Fd (LQD) 7.28 126296 -13% 127.96
iShares Lehman Aggregate Bond (AGG) 6.99 138104 112.37
SPDR S&P; 500 ETF (SPY) 6.74 46450 +11% 321.85
iShares Russell 2000 Value Index (IWN) 4.25 73316 128.58
iShares MSCI EAFE Value Index (EFV) 4.15 184386 +2% 49.93
Vanguard Total Stock Market ETF (VTI) 3.44 46604 +40% 163.61
Mortgage Reit Index real 2.83 141062 NEW 44.53
SPDR Gold Trust (GLD) 2.74 42488 +95% 142.91
iShares Dow Jones US Aerospace & Def.ETF (ITA) 2.46 24541 +2% 222.08
Vanguard Charlotte Fds intl bd idx etf 2.42 94865 +2% 56.58
iShares Barclays Inter Crd Bd Fund ETF) (CIU) 2.33 89028 -13% 57.98
Vanguard Europe Pacific ETF (VEA) 2.17 109052 +4% 44.06
Vanguard S&p 500 Etf idx fd 2.06 15464 +24% 295.78
Apple (AAPL) 1.95 14734 -21% 293.67
Schwab Strategic Tr us reit etf 1.90 91811 +15% 45.96
Health Care SPDR (XLV) 1.44 31341 +25% 101.85
iShares FTSE NAREIT Resi Plus Capp (REZ) 1.44 42386 -10% 75.33
iShares Barclays 20+ Yr Treas.Bond (TLT) 1.35 22111 -67% 135.50
iShares S&P; NA Nat. Re. Sc. Idx. Fd (IGE) 1.32 96987 -2% 30.10
Alibaba Group Holding Ltd Spon 1.13 11801 NEW 212.10
Vanguard Large-Cap ETF (VV) 1.01 15149 147.86
Alphabet Inc Class A cs 0.89 1480 +272% 1339.19
Ishares 0.77 152524 +965% 11.23
Utilities SPDR (XLU) 0.70 24105 64.63
First Trust ISE Water Index Fund (FIW) 0.68 25214 59.97
Dodge & Cox Stk Fd Com mutual funds 0.62 7059 NEW 193.80
Vanguard High Dividend Yield ETF (VYM) 0.62 14754 +6% 93.74
Harbor Capital Appreciation mf 0.62 18168 NEW 75.74
American Amcap Fund 0.62 40667 NEW 33.61
Fidelity Contra Fd 0.61 98917 +11% 13.71
Vanguard Selected Value Fund 0.61 50098 NEW 27.09
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.53 13943 84.63
Wilmington Us Treasury Money Market Fund Admin Class mm 0.53 1.17M +32% 1.00
Consumer Staples Select Sect. SPDR (XLP) 0.52 18290 62.99
Flexshares Tr iboxx 3r targt 0.44 39668 24.71
iShares Lehman 3-7 Yr Treasury Bond (IEI) 0.41 7293 +3% 125.74
iShares S&P; NA Tech. Sec. Idx. Fd. (IGM) 0.40 3705 +23% 242.11
iShares Barclays TIPS Bond Fund (TIP) 0.36 6793 116.59
Pza etf 0.34 28572 -9% 26.46
SPDR S&P; Biotech (XBI) 0.32 7582 95.09
Facebook Inc cl a 0.31 3399 -64% 205.35
Advisors Preferred Trust The Gold Bullion Strategy Fund Investor Class m 0.30 30478 NEW 21.85
Ssga Active Etf Tr blkstn gsosrln 0.29 13790 +94% 46.56
Merk Hard Currency Fund Inv Class m 0.28 67146 NEW 9.25
FLEXSHARES TR READY ACCESS VAR INCOME Fd Total etf 0.27 7873 75.70
Invesco S&p 500 High Div, Low V equities 0.26 13258 44.05
iShares S&P; Natl AMTFr Mncpl Bd Fd (MUB) 0.25 4960 -18% 113.91
iShares S&P; US Pref Stock Idx Fnd (PFF) 0.25 14764 -36% 37.59
Ark Etf Tr innovation etf 0.25 11267 +8% 50.06
Invesco Senior Loan Etf otr 0.23 22650 +36% 22.83
Invesco Taxable Municipal Bond otr 0.23 16424 +31% 31.66
iShares Barclays 10-20 Yr Tresry Bd (TLH) 0.22 3402 143.74
*wisdomtreetrusdivdgrtfdadded 0.19 8837 48.43
J P Morgan Exchange Traded F jpmorgan diver 0.19 5258 79.69
iShares iBoxx $ High Yid Corp Bond (HYG) 0.18 4521 +144% 88.03
WisdomTree Equity Income Fund (DHS) 0.18 5099 76.88
GATX Corporation (GMT) 0.17 4500 82.89
iShares MSCI EAFE Index Fund (EFA) 0.16 5013 -29% 69.42
iShares MSCI ACWI ex US Index Fund (ACWX) 0.16 7340 +6% 49.18
Ishares Tr eafe min volat 0.16 4755 -4% 74.45
American Electric Power Company (AEP) 0.15 3500 94.57
Energy Select Sector SPDR (XLE) 0.15 5608 +3% 60.09
iShares S&P; 500 Value Index (IVE) 0.15 2631 -31% 129.99
iShares Russell 2000 Index (IWM) 0.13 1740 -33% 165.52
iShares Dow Jones Select Dividend (DVY) 0.13 2692 -3% 105.50
Allstate Corporation (ALL) 0.12 2376 NEW 112.37
Vanguard Emerging Markets ETF (VWO) 0.12 6136 +39% 44.49
Vanguard Intermediate Tm Cpte Bd ETF (VCIT) 0.12 3025 +5% 91.24
Wisdomtree Tr barclays zero 0.12 5465 +2% 48.12
iShares Gold Trust (IAU) 0.10 15005 14.53
Vanguard REIT ETF (VNQ) 0.10 2452 -96% 92.99
SPDR Barclays Capital Intl Tresy Bd ETF (BWX) 0.09 6863 -30% 28.85
Vanguard Consumer Discretionary ETF (VCR) 0.09 1022 +2% 189.82
Amplify Etf Tr onlin retl etf 0.09 3813 +3% 51.40
Invesco exchange traded 0.09 2014 -97% 95.33
DTE Energy Company (DTE) 0.08 1386 129.87
Chevron Corporation (CVX) 0.07 1236 120.55
Nextera Energy Inc C om 0.07 662 241.69
iShares S&P; 500 Growth Index (IVW) 0.07 777 193.05
Vanguard Short Term Corporate Bond ETF (VCSH) 0.07 1997 81.12
* Proshares Tr S&p 500 Aristo Added 0.07 2095 -10% 75.42
Southern Company (SO) 0.06 2208 63.86
MGE Energy (MGEE) 0.06 1820 78.57
Ishares Tr fltg rate nt 0.06 2567 +2% 51.03
Wisdomtree Tr blmbg us bull 0.06 4822 +2% 26.75
J P Morgan Exchange Traded F div rtn int eq 0.06 2175 57.01
Invesco Cleantech Inc 0.06 2538 50.04
Morgan Stanley (MS) 0.05 2000 51.00
iShares Silver Trust (SLV) 0.05 6765 -95% 16.70
Vanguard Value ETF (VTV) 0.05 920 NEW 119.57
SPDR Dow Jones Global Real Estate (RWO) 0.05 2217 -6% 51.42
Microsoft Corporation (MSFT) 0.04 500 158.00
Merck & Co (MRK) 0.04 1000 91.00
SPDR S&P; MidCap 400 ETF (MDY) 0.04 227 NEW 374.45
Vanguard Small-Cap Value ETF (VBR) 0.04 673 +1146% 136.70
iShares S&P; SmallCap 600 Index (IJR) 0.04 969 NEW 83.59
iShares S&P; SmallCap 600 Growth (IJT) 0.04 409 NEW 193.15
Vanguard Mid-Cap Value ETF (VOE) 0.04 827 NEW 119.71
Vanguard Intl Equity Index F glb ex us etf 0.04 1392 -2% 58.91
Discover Financial Services (DFS) 0.03 900 84.44
Exxon Mobil Corporation (XOM) 0.03 800 70.00
Weyerhaeuser Company (WY) 0.03 2136 NEW 30.43
Universal Health Realty Income Trust (UHT) 0.03 560 117.86
iShares S&P; Latin America 40 Index (ILF) 0.03 1785 -7% 34.17
iShares Barclays 1-3 Year Cred Bd Fd ETF (CSJ) 0.03 1217 +15% 53.41
iShares Cohen & Steers Realty Maj. (ICF) 0.03 590 -12% 116.95
Vanguard Lg Term Govt Bd ETF (VGLT) 0.03 837 +5% 83.63
Spdr Index Shs Fds s^p global nat res 0.03 1606 NEW 46.08
Invesco Db Commodity Index Tracking Fund Invsc Trackng Etf unit 0.03 4720 NEW 15.89
Ameren Corporation (AEE) 0.02 444 76.58
Visa (V) 0.02 294 187.07
Plains All American Pipeline (PAA) 0.02 1915 NEW 18.28
iShares Lehman 7-10 Yr Treas. Bond (IEF) 0.02 477 111.11
SPDR DB Int'l Govt Infl Pro Bond (WIP) 0.02 902 55.43
iShares S&P; Global Energy Sector (IXC) 0.02 1559 +3% 30.79
Eli Lilly & Co. (LLY) 0.01 155 -24% 129.03
Norfolk Southern (NSC) 0.01 98 193.88
Consolidated Edison (ED) 0.01 320 90.62
Dominion Resources (D) 0.01 335 83.58
AT&T; (T) 0.01 300 40.00
Cisco Systems (CSCO) 0.01 300 46.67
Travelers Companies (TRV) 0.01 158 139.24
Boeing Company (BA) 0.01 100 330.00
Occidental Petroleum Corporation (OXY) 0.01 581 NEW 41.31
Ford Motor Company (F) 0.01 1400 9.29
Unilever (UL) 0.01 500 58.00
Vanguard Growth ETF (VUG) 0.01 177 -2% 180.79
iShrs S&P; ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) 0.01 264 106.06
iShares S&P; Global Mat. Sector Inde (MXI) 0.01 220 68.18
Vanguard Telecommunication Services ETF (VOX) 0.01 210 +30% 95.24
Harbor Small Cap Value Fd Instl mutual fund 0.01 392 NEW 35.71
Invesco Bric Etf etf 0.01 440 38.64
Fidelity 500 Index Instl Premi 0.01 142 NEW 112.68
Spdr Bloomberg Barclays High Yield Bond Etf etf 0.01 166 108.43
Altria (MO) 0.00 200 50.00
Procter & Gamble Company (PG) 0.00 22 -71% 136.36
Motorola Solutions (MSI) 0.00 20 150.00
Vanguard FTSE All Wld Ex USSml Cap (VSS) 0.00 12 +9% 83.33
Cronos Group Inc 0.00 281 7.12
Invesco S&p 500 Index Fd A fund 0.00 191 NEW 36.65

Past 13F-HR SEC Filings by Interactive Financial Advisors

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