Oakbrook, IL, based Investment company Interactive Financial Advisors (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, SPDR Select Sector Fund - Utilities, ishares Gold Trust, iShares 1-3 Year Credit Bond ETF, sells Vanguard Div Appreciation, SPDR S&P 500, Vanguard Total Stock Market, iShares iBoxx $ Investment Grade Corporate Bond, SPDR Gold Trust during the 3-months ended 2020Q1, according to the most recent filings of the investment company, Interactive Financial Advisors. As of 2020Q1, Interactive Financial Advisors owns 98 stocks with a total value of $109 million. These are the details of the buys and sells.
- Added Positions: TLT, XLU, AGG, BNDX, SHY, IEI, IGM, IAU, VV, VCIT, TDTT, IGSB, ARKK, VCSH, FLOT, DHS, SUB, IXC, VSS, DGRW,
- Reduced Positions: VIG, SPY, LQD, GLD, VEA, VOO, SCHH, REZ, IVV, XLV, ITA, IGIB, MUB, PFF, HYG, SPHD, VWO, FXF, DVY, VNQ, VBR, VYM, XBI, XLE, SLV, FIW, VCR, ACWX, XLP, IVE, ILF, ICF, VUG, NSC, VOX, VNQI, BWX, TLH, EFA, MXI, JPIN, IWM,
- Sold Out: VTI, AAPL, IGE, BABA, GOOGL, SLVP, PZA, FB, SRLN, BAB, BKLN, NOBL, RWO, VTV, VOE, MDY, IJT, IJR, GNR, DBC, VGLT, WY, PAA, OXY,
For the details of Interactive Financial Advisors's stock buys and sells, go to https://www.gurufocus.com/guru/interactive+financial+advisors/current-portfolio/portfolio
These are the top 5 holdings of Interactive Financial Advisors- iShares Core U.S. Aggregate Bond (AGG) - 140,339 shares, 14.86% of the total portfolio. Shares added by 1.62%
- iShares Core S&P 500 (IVV) - 60,378 shares, 14.31% of the total portfolio. Shares reduced by 7.76%
- Vanguard Div Appreciation (VIG) - 99,872 shares, 9.47% of the total portfolio. Shares reduced by 45.37%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 68,055 shares, 7.71% of the total portfolio. Shares reduced by 46.11%
- iShares 20+ Year Treasury Bond ETF (TLT) - 40,184 shares, 6.08% of the total portfolio. Shares added by 81.74%
Interactive Financial Advisors added to a holding in iShares 20+ Year Treasury Bond ETF by 81.74%. The purchase prices were between $135.48 and $171.29, with an estimated average price of $148.44. The stock is now traded at around $165.68. The impact to a portfolio due to this purchase was 2.73%. The holding were 40,184 shares as of .
Added: SPDR Select Sector Fund - Utilities (XLU)Interactive Financial Advisors added to a holding in SPDR Select Sector Fund - Utilities by 21.78%. The purchase prices were between $44.93 and $70.98, with an estimated average price of $64.36. The stock is now traded at around $56.85. The impact to a portfolio due to this purchase was 0.27%. The holding were 29,354 shares as of .
Added: ishares Gold Trust (IAU)Interactive Financial Advisors added to a holding in ishares Gold Trust by 22.73%. The purchase prices were between $14.03 and $16.04, with an estimated average price of $15.12. The stock is now traded at around $16.24. The impact to a portfolio due to this purchase was 0.05%. The holding were 18,416 shares as of .
Added: iShares 1-3 Year Credit Bond ETF (IGSB)Interactive Financial Advisors added to a holding in iShares 1-3 Year Credit Bond ETF by 28.92%. The purchase prices were between $46.99 and $54.24, with an estimated average price of $52.84. The stock is now traded at around $53.57. The impact to a portfolio due to this purchase was 0.02%. The holding were 1,569 shares as of .
Sold Out: Vanguard Total Stock Market (VTI)Interactive Financial Advisors sold out a holding in Vanguard Total Stock Market. The sale prices were between $111.91 and $172.17, with an estimated average price of $155.87.
Sold Out: Apple Inc (AAPL)Interactive Financial Advisors sold out a holding in Apple Inc. The sale prices were between $224.37 and $327.2, with an estimated average price of $295.01.
Sold Out: iShares North American Natural Resources (IGE)Interactive Financial Advisors sold out a holding in iShares North American Natural Resources. The sale prices were between $13.76 and $29.92, with an estimated average price of $24.48.
Sold Out: Alibaba Group Holding Ltd (BABA)Interactive Financial Advisors sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $176.34 and $230.48, with an estimated average price of $209.23.
Sold Out: Alphabet Inc (GOOGL)Interactive Financial Advisors sold out a holding in Alphabet Inc. The sale prices were between $1054.13 and $1524.87, with an estimated average price of $1359.46.
Sold Out: iShares MSCI Global Silver Miners Fund (SLVP)Interactive Financial Advisors sold out a holding in iShares MSCI Global Silver Miners Fund. The sale prices were between $6 and $11.28, with an estimated average price of $9.83.
Here is the complete portfolio of Interactive Financial Advisors. Also check out:
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