IF

INTERACTIVE FINANCIAL ADVISORS, INC.

13F
INTERACTIVE FINANCIAL ADVISORS, INC.
Last update 2024-10-30 89 Stocks (3 new)
Value $194.00 Mil Turnover 5 %
Countries:
Top Holdings: IVV(13.15%)AGG(7.41%)VIG(6.10%)VEA(5.20%)QQQ(4.62%)
Portfolio Report
Summary Stock Picks Current Portfolio
INTERACTIVE FINANCIAL ADVISORS... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
44,306
25557.140
+0.35%
13.150
+0.05%
0.000
+0.35%
-1.08%
579101.865
 
AGG 		iShares Core U.S. Aggregate Bond ETF
142,167
14397.320
+0.97%
7.410
+0.07%
0.010
-2.72%
-1.06%
118768.113
 
VIG 		Vanguard Dividend Appreciation FTF
59,883
11860.470
-0.82%
6.100
-0.05%
0.010
-2.73%
-1.22%
83827.464
 
VEA 		Vanguard FTSE Developed Markets ETF
191,453
10110.680
+2.04%
5.200
+0.10%
0.010
-7.84%
-1.28%
135305.569
 
QQQ 		INVESCO QQQ Trust
18,410
8985.790
+2.74%
4.620
+0.12%
0.000
+1.79%
-1.92%
315403.770
 
TLT 		iShares 20+ Year Treasury Bond ETF
72,260
7088.760
+1,206.45%
3.650
+3.37%
0.010
-8.09%
-2.44%
48570.045
 
QUAL 		iShares MSCI USA Quality Factor ETF
38,184
6846.500
+1.15%
3.520
+0.04%
0.010
-2.57%
-1.03%
49411.488
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
155,756
5250.540
+2.19%
2.700
+0.06%
0.050
-1.73%
-0.72%
9639.160
 
ESG 		FlexShares STOXX US ESG Select Index Fund
36,446
4951.190
+0.93%
2.550
+0.02%
3.170
-0.14%
-1.22%
147.072
 
SLYG 		SPDR S&P 600 Small Cap Growth ETF
50,715
4722.150
+0.58%
2.430
+0.01%
0.130
-3.93%
-1.82%
3572.594
 

INTERACTIVE FINANCIAL ADVISORS, INC.'s Historical Top Holdings Breakdowns

INTERACTIVE FINANCIAL ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV 		iShares Core S&P 500 ETF2023-12-31Reduce
-12.26%
●
412.55 ($447.6) 479
$582.39
30.11%
Reduce -75.35%
13,847
-42,333
IVV 		iShares Core S&P 500 ETF2024-03-31Add
+10.36%
●
469.56 ($500.36) 525.73
$582.39
16.39%
Add 257.3%
49,475
35,628
ITA 		iShares U.S. Aerospace & Defense ETF2023-12-31Add
+9.87%
●
103.16 ($115.48) 126.68
$145.68
26.15%
Add 194.88%
58,356
38,566
ITA 		iShares U.S. Aerospace & Defense ETF2024-03-31Reduce
-9.67%
●
119.3 ($125.44) 131.93
$145.68
16.13%
Reduce -64.7%
20,597
-37,759
VCSH 		Vanguard Short-Term Corporate Bond ETF2024-03-31Reduce
-7.73%
●
76.87 ($77.19) 77.64
$77.73
0.71%
Reduce -99.97%
3,613
-14,430,543
VCSH 		Vanguard Short-Term Corporate Bond ETF2023-12-31Add
+7.73%
●
74.49 ($75.76) 77.37
$77.73
2.61%
Add 419619.57%
14,434,156
14,430,717
AGG 		iShares Core U.S. Aggregate Bond ETF2024-03-31Add
+7.31%
●
96.75 ($97.87) 99.37
$95.90
-2.01%
Add 9072.45%
136,486
134,998
AGG 		iShares Core U.S. Aggregate Bond ETF2023-12-31Reduce
-6.50%
●
91.67 ($95.17) 99.66
$95.90
0.77%
Reduce -98.57%
1,488
-102,525
VEA 		Vanguard FTSE Developed Markets ETF2023-12-31Reduce
-6.21%
●
41.58 ($44.76) 47.99
$47.30
5.67%
Reduce -98.22%
3,815
-210,483
MSFT 		Microsoft Corp2024-03-31Reduce
-5.61%
●
367.75 ($404.82) 429.37
$414.39
2.36%
Reduce -98.58%
1,026
-71,200

INTERACTIVE FINANCIAL ADVISORS, INC. Total Holding History ($B)

To

INTERACTIVE FINANCIAL ADVISORS, INC.'s Asset Allocation

To

INTERACTIVE FINANCIAL ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INTERACTIVE FINANCIAL ADVISORS, INC.'s Hypothetical Growth since 2024-09-30

INTERACTIVE FINANCIAL ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

INTERACTIVE FINANCIAL ADVISORS, INC.'s Holdings Heat Map

Size field:

INTERACTIVE FINANCIAL ADVISORS, INC.'s Holdings Bubble Chart

INTERACTIVE FINANCIAL ADVISORS, INC. News

  • 1

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