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
+4.92%
+2.58%
591,319.0
 
AGG 		iShares Core U.S. Aggregate Bond ETF
144,383
14,282.5
+0.82%
7.560
+0.06%
0.010
-0.23%
+2.03%
123,040.5
 
VIG 		Vanguard Dividend Appreciation FTF
58,906
11,427.3
-0.90%
6.050
-0.05%
0.010
+1.85%
+2.85%
87,312.3
 
VEA 		Vanguard FTSE Developed Markets ETF
205,216
10,431.1
+3.70%
5.520
+0.20%
0.010
+8.67%
+18.24%
152,665.0
 
QQQ 		INVESCO QQQ Trust
20,203
9,473.9
+4.34%
5.020
+0.21%
0.000
+8.71%
+3.81%
337,188.1
 
QUAL 		iShares MSCI USA Quality Factor ETF
40,408
6,905.5
+3.75%
3.660
+0.13%
0.010
+2.60%
+1.53%
52,027.7
 
TLT 		iShares 20+ Year Treasury Bond ETF
71,948
6,549.4
+10.17%
3.470
+0.32%
0.010
-4.55%
-0.53%
50,526.5
 
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
159,748
5,310.0
+1.25%
2.810
+0.03%
0.060
+0.91%
+2.74%
9,109.7
 
ESG 		FlexShares STOXX US ESG Select Index Fund
35,232
4,733.4
-1.77%
2.510
-0.05%
4.140
+2.13%
+3.79%
121.3
 
GOVT 		iShares U.S. Treasury Bond ETF
200,107
4,599.5
+1.35%
2.440
+0.03%
0.020
-0.26%
-0.30%
27,239.5
 

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 ETF2025-03-31Sold Out
-0.33%
●
81.1 ($89.38) 94.7
$84.26
-5.73%
Sold Out
0
-7,033
TLT 		iShares 20+ Year Treasury Bond ETF2025-03-31Add
+0.32%
●
85.29 ($89.02) 92.57
$85.35
-4.12%
Add 10.17%
71,948
6,640
RAVI 		FlexShares Ultra-Short Income Fund2025-03-31Reduce
-0.28%
●
75.2 ($75.38) 75.58
$75.21
-0.23%
Reduce -36.29%
12,499
-7,119
QQQ 		INVESCO QQQ Trust2025-03-31Add
+0.21%
●
468.34 ($508.07) 539.52
$529.92
4.30%
Add 4.34%
20,203
841
XLV 		Health Care Select Sector SPDR2025-03-31Add
+0.21%
●
137.61 ($145.27) 149.68
$134.38
-7.50%
Add 13.2%
22,794
2,658
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.20%
●
47.4 ($50.6) 52.99
$56.28
11.23%
Add 3.7%
205,216
7,313
GLD 		SPDR Gold Shares ETF2025-03-31Sold Out
-0.20%
●
243.19 ($264.45) 288.14
$305.18
15.40%
Sold Out
0
-1,586
ERTH 		Invesco MSCI Sustainable Future ETF2025-03-31Sold Out
-0.18%
●
38.84 ($40.32) 41.54
$42.51
5.42%
Sold Out
0
-8,333
XLE 		The Energy Select Sector SPDR Fund2025-03-31Add
+0.17%
●
85.7 ($90.17) 93.96
$83.41
-7.50%
Add 27.15%
16,196
3,458
IVV 		iShares Core S&P 500 ETF2025-03-31Add
+0.14%
●
554.06 ($590.51) 615.85
$602.00
1.95%
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

Discussions on INTERACTIVE FINANCIAL ADVISORS, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.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. The information on this site, and in its related newsletters, 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. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.