Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, QUAL, and represent 38.43% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV (+$19M), AGG (+$13M), VEA (+$9.5M), VIG (+$6.5M), BNDX (+$5.8M), RAVI, SPIB, ESG, SLYG, VV.
Started 4 new stock positions in USDU, GLD, IAU, SLV.
Reduced shares in these 10 stocks: VCSH (-$1.1B), XLV (-$32M), MSFT (-$30M), SHY (-$10M), QUAL (-$8.4M), XLB (-$7.6M), VYM (-$6.7M), ITA, VOO, .
Sold out of its position in TSLA.
Interactive Financial Advisors was a net seller of stock by $-1.2B.
Interactive Financial Advisors has $181M in assets under management (AUM), dropping by -3.07%.
Central Index Key (CIK): 0001419099

Tip: Access up to 7 years of quarterly data

Positions held by Interactive Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 85 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.4	$26M	+257%	50k	525.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	7.4	$13M	+9072%	137k	97.94	View chart
Vanguard Specialized Funds Div App Etf (VIG)	6.2	$11M	+138%	61k	182.61	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.3	$9.6M	+4937%	192k	50.17	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	5.2	$9.4M	-47%	57k	164.35	View chart
Flexshares Tr Flexshares Ultra (RAVI)	3.6	$6.6M	+256%	88k	75.45	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.3	$5.9M	+8768%	120k	49.19	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	3.1	$5.5M	+565%	169k	32.69	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	2.6	$4.6M	+2328%	37k	126.59	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	2.5	$4.5M	+4486%	52k	87.23	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	2.4	$4.4M	+293%	53k	82.97	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.3	$4.2M	+426%	186k	22.77	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.2	$4.0M	+768%	17k	239.77	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	2.1	$3.8M	+649%	24k	158.81	View chart
Ishares Tr Eafe Value Etf (EFV)	2.0	$3.6M	-41%	66k	54.40	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.0	$3.5M	+815%	41k	86.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.8	$3.3M	-38%	7.5k	444.03	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$2.9M	-91%	20k	147.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.6	$2.8M	-10%	26k	108.92	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	1.5	$2.8M	+440%	47k	59.68	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.5	$2.7M	-64%	21k	131.93	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.3	$2.4M	+66%	46k	51.60	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	1.2	$2.2M	-53%	29k	76.36	View chart
Select Sector Spdr Tr Technology (XLK)	1.1	$2.0M	+405%	9.5k	208.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.0	$1.8M	-19%	7.3k	249.87	View chart
First Tr Exchange-traded Wtr Etf (FIW)	1.0	$1.7M	+287%	17k	102.10	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.9	$1.6M	+164%	25k	65.65	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$1.5M	-81%	12k	121.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.8	$1.5M	+26%	16k	94.41	View chart
Apple (AAPL)	0.8	$1.4M	-22%	8.1k	171.48	View chart
Ishares Tr Tips Bd Etf (TIP)	0.7	$1.3M	+44%	12k	107.41	View chart
Vanguard Wellington Us Quality (VFQY)	0.7	$1.2M	+22%	8.6k	136.93	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.6	$1.1M	+142%	37k	30.67	View chart
Ishares Gold Tr Ishares New (IAU)	0.5	$944k	NEW	23k	42.01	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.5	$902k	-76%	27k	32.87	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$855k	-83%	1.8k	480.92	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.5	$850k	+836%	36k	23.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.5	$834k	+15%	11k	76.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$813k	+14%	10k	80.51	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$785k	-4%	3.5k	225.01	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.4	$742k	+177%	17k	44.40	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$723k	-75%	16k	45.20	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.4	$712k	+124%	7.5k	94.89	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$693k	+21%	14k	50.08	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.4	$689k	+737%	34k	20.30	View chart
Vanguard World Utilities Etf (VPU)	0.4	$678k	+2%	4.8k	142.58	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.4	$661k	+426%	5.9k	112.01	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$660k	-83%	1.3k	523.46	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.3	$632k	+676%	16k	39.81	View chart
Ishares Tr Residential Mult (REZ)	0.3	$631k	+25%	8.8k	72.07	View chart
Ishares Tr Exponential Tech (XT)	0.3	$630k	-49%	11k	59.62	View chart
GATX Corporation (GATX)	0.3	$603k	+130%	4.5k	134.03	View chart
Us Bancorp Del Com New (USB)	0.3	$602k	+99%	14k	44.70	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$589k	-63%	6.8k	86.67	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$548k	-93%	5.9k	92.89	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$540k	-84%	10k	52.87	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$521k	-85%	5.5k	94.63	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.3	$503k	+277%	23k	22.08	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$470k	-37%	10k	44.99	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.3	$467k	-61%	8.0k	58.07	View chart
Vanguard World Consum Dis Etf (VCR)	0.3	$452k	-35%	1.4k	317.90	View chart
Microsoft Corporation (MSFT)	0.2	$432k	-98%	1.0k	420.72	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$421k	-67%	3.9k	107.60	View chart
Allstate Corporation (ALL)	0.2	$411k	+20%	2.4k	173.01	View chart
Invesco Exchange Traded Fd T Invesco Msci (ERTH)	0.2	$402k	-5%	9.5k	42.26	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$391k	-96%	4.8k	81.79	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$388k	-27%	12k	32.23	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$376k	-27%	7.0k	53.39	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$375k	-88%	2.0k	186.86	View chart
Amazon (AMZN)	0.2	$347k	-60%	1.9k	180.38	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$346k	-87%	4.3k	79.87	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$341k	NEW	1.7k	205.72	View chart
American Electric Power Company (AEP)	0.2	$301k	-38%	3.5k	86.10	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$286k	-91%	1.4k	210.33	View chart
Vanguard World Comm Srvc Etf (VOX)	0.2	$286k	-28%	2.2k	131.22	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$279k	-99%	3.6k	77.33	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$276k	+989%	12k	23.83	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$262k	-32%	3.7k	70.88	View chart
Wisdomtree Tr Blmbg Us Bull (USDU)	0.1	$250k	NEW	9.5k	26.20	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$249k	-75%	4.9k	51.07	View chart
Gilead Sciences (GILD)	0.1	$234k	-8%	3.2k	73.25	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$233k	-75%	1.9k	123.18	View chart
Chevron Corporation (CVX)	0.1	$233k	-37%	1.5k	157.74	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$227k	-88%	2.0k	115.85	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$204k	NEW	9.0k	22.75	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 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
Interactive Financial Advisors 2020 Q3 filed Oct. 29, 2020
Interactive Financial Advisors 2020 Q2 filed July 27, 2020

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z