IF

INTERACTIVE FINANCIAL ADVISORS, INC.

13F
INTERACTIVE FINANCIAL ADVISORS, INC.
Last update 2025-04-29 83 Stocks (1 new)
Value $189.00 Mil Turnover 2 %
Countries:
Top Holdings: IVV(13.43%)AGG(7.56%)VIG(6.05%)VEA(5.52%)QQQ(5.02%)
Summary Stock Picks Current Portfolio
INTERACTIVE FINANCIAL ADVISORS... Top Holdings of 2025-03-31 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
45,125
25,355.8
+1.04%
13.430
+0.14%
0.000
+16.76%
+7.45%
624,229.1
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
144,383
14,282.5
+0.82%
7.560
+0.06%
0.010
+0.09%
+3.64%
128,288.4
 
VIG
Vanguard Dividend Appreciation FTF
58,906
11,427.3
-0.90%
6.050
-0.05%
0.010
+11.17%
+7.10%
87,961.1
 
VEA
Vanguard FTSE Developed Markets ETF
205,216
10,431.1
+3.70%
5.520
+0.20%
0.010
+15.19%
+21.19%
151,879.3
 
QQQ
INVESCO QQQ Trust
20,203
9,473.9
+4.34%
5.020
+0.21%
0.000
+23.64%
+9.15%
357,444.2
 
QUAL
iShares MSCI USA Quality Factor ETF
40,408
6,905.5
+3.75%
3.660
+0.13%
0.010
+12.74%
+4.44%
53,643.8
 
TLT
iShares 20+ Year Treasury Bond ETF
71,948
6,549.4
+10.17%
3.470
+0.32%
0.010
-4.17%
+1.83%
48,423.3
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
159,748
5,310.0
+1.25%
2.810
+0.03%
0.060
+1.57%
+4.36%
10,109.5
 
ESG
FlexShares STOXX US ESG Select Index Fund
FlexShares STOXX US ESG Select Index Fund
35,232
4,733.4
-1.77%
2.510
-0.05%
4.140
+14.59%
+8.00%
122.2
 
GOVT
iShares U.S. Treasury Bond ETF
200,107
4,599.5
+1.35%
2.440
+0.03%
0.020
-0.61%
+0.87%
27,325.2
 

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
XBI
SPDR Biotech ETF
2025-03-31
Sold Out
Sold Out
-0.33%
●
81.1 ($89.38) 94.7
$85.15
-4.73%
Sold Out
0
-7,033
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
Add
Add
+0.32%
●
85.29 ($89.02) 92.57
$87.05
-2.21%
Add 10.17%
71,948
6,640
RAVI
FlexShares Ultra-Short Income Fund
2025-03-31
Reduce
Reduce
-0.28%
●
75.2 ($75.38) 75.58
$75.26
-0.16%
Reduce -36.29%
12,499
-7,119
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.21%
●
468.34 ($508.07) 539.52
$556.64
9.56%
Add 4.34%
20,203
841
XLV
Health Care Select Sector SPDR
2025-03-31
Add
Add
+0.21%
●
137.61 ($145.27) 149.68
$135.51
-6.72%
Add 13.2%
22,794
2,658
VEA
Vanguard FTSE Developed Markets ETF
2025-03-31
Add
Add
+0.20%
●
47.4 ($50.6) 52.99
$57.17
12.99%
Add 3.7%
205,216
7,313
GLD
SPDR Gold Shares ETF
2025-03-31
Sold Out
Sold Out
-0.20%
●
243.19 ($264.45) 288.14
$306.46
15.89%
Sold Out
0
-1,586
ERTH
Invesco MSCI Sustainable Future ETF
2025-03-31
Sold Out
Sold Out
-0.18%
●
38.84 ($40.32) 41.54
$43.74
8.48%
Sold Out
0
-8,333
XLE
The Energy Select Sector SPDR Fund
2025-03-31
Add
Add
+0.17%
●
85.7 ($90.17) 93.96
$86.94
-3.58%
Add 27.15%
16,196
3,458
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+0.14%
●
554.06 ($590.51) 615.85
$628.63
6.46%
Add 1.04%
45,125
466

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 2025-03-31

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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