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
+8.68%
+5.48%
592,800.2
 
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
+1.77%
+3.75%
128,083.7
 
VIG
Vanguard Dividend Appreciation FTF
58,906
11,427.3
-0.90%
6.050
-0.05%
0.010
+4.79%
+4.62%
88,446.6
 
VEA
Vanguard FTSE Developed Markets ETF
205,216
10,431.1
+3.70%
5.520
+0.20%
0.010
+10.34%
+20.15%
155,536.4
 
QQQ
INVESCO QQQ Trust
20,203
9,473.9
+4.34%
5.020
+0.21%
0.000
+13.90%
+7.46%
350,352.8
 
QUAL
iShares MSCI USA Quality Factor ETF
40,408
6,905.5
+3.75%
3.660
+0.13%
0.010
+4.84%
+2.12%
52,459.1
 
TLT
iShares 20+ Year Treasury Bond ETF
71,948
6,549.4
+10.17%
3.470
+0.32%
0.010
-0.45%
+2.03%
49,129.2
 
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
+2.32%
+4.17%
9,571.4
 
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
+7.09%
+6.13%
123.7
 
GOVT
iShares U.S. Treasury Bond ETF
200,107
4,599.5
+1.35%
2.440
+0.03%
0.020
+1.38%
+1.11%
27,468.1
 

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
$83.78
-6.26%
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
$87.51
-1.70%
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
$75.47
0.12%
Reduce -36.29%
12,499
-7,119
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.21%
●
468.34 ($508.07) 539.52
$547.48
7.76%
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
$134.41
-7.47%
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
$56.69
12.03%
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
$300.80
13.75%
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
$42.47
5.34%
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
$85.42
-5.27%
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
$616.02
4.32%
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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