- New Purchases: AAPL, REM, IBUY, TSLA, GILD, UNP, DIS, COST, BRK.B, JNJ, PEP, SNOW, HAS, AXP, LBRDK, CCEP, TSI, MJ, CCL, LBTYK,
- Added Positions: VTI, EMB, FXF, VWO, SPY, ITA, ARKK, SLV, GOOGL, IGM, VCR, XLV, SCHH, IVW, GOVT, TIP, TDTT, IAU, D, PG, BAB, XLP, PZA, DVY, NOBL, BKLN, XLE, T, WIP, IJT, ICF, XOM, TLH, SCHE, DHS, VOX, IGSB,
- Reduced Positions: SHY, GLD, LQD, IVV, FB, AMZN, VIG, VOO, IWN, NFLX, VEA, IGE, REZ, EFV, AGG, FIW, PFF, XLU, MUB, IGIB, SRLN, BNDX, XBI, VUG, VOE, VTV, BWX, SPHD, DGRW, EFA, IWM, IVE, DBC, MDY, RWO, GNR, JPIN, IJR, VBR, SUB, VNQI, PAA, WY, ET, IXC, VSS, TLT, IEF, EFAV, OXY, VNQ, ACWX, SLVP, ILF,
- Sold Out: FXI, BABA, VGLT, SLM, CRON,
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- BTC iShares Core S&P 500 ETF (IVV) - 52,484 shares, 9.14% of the total portfolio. Shares reduced by 6.27%
- BTC iShares Core U.S. Aggregate Bond ETF (AGG) - 131,341 shares, 7.20% of the total portfolio. Shares reduced by 1.14%
- BTC iShares iBoxx USD Investment Grade Corporate B (LQD) - 107,513 shares, 6.89% of the total portfolio. Shares reduced by 19.12%
- Invesco CurrencyShares Swiss Franc Trust (FXF) - 134,719 shares, 6.44% of the total portfolio. Shares added by 33.30%
- Vanguard Dividend Appreciation FTF (VIG) - 93,422 shares, 6.12% of the total portfolio. Shares reduced by 4.95%
Interactive Financial Advisors initiated holding in Apple Inc. The purchase prices were between $108.77 and $136.69, with an estimated average price of $120.45. The stock is now traded at around $136.160000. The impact to a portfolio due to this purchase was 2.42%. The holding were 39,342 shares as of 2020-12-31.
New Purchase: iShares Mortgage Real Estate ETF (REM)Interactive Financial Advisors initiated holding in iShares Mortgage Real Estate ETF. The purchase prices were between $25.32 and $31.87, with an estimated average price of $29.01. The stock is now traded at around $32.370000. The impact to a portfolio due to this purchase was 2.25%. The holding were 152,415 shares as of 2020-12-31.
New Purchase: Amplify Online Retail ETF (IBUY)Interactive Financial Advisors initiated holding in Amplify Online Retail ETF. The purchase prices were between $88.74 and $118.32, with an estimated average price of $102.13. The stock is now traded at around $125.330000. The impact to a portfolio due to this purchase was 0.68%. The holding were 12,861 shares as of 2020-12-31.
New Purchase: Tesla Inc (TSLA)Interactive Financial Advisors initiated holding in Tesla Inc. The purchase prices were between $388.04 and $705.67, with an estimated average price of $516.19. The stock is now traded at around $847.505000. The impact to a portfolio due to this purchase was 0.14%. The holding were 421 shares as of 2020-12-31.
New Purchase: Gilead Sciences Inc (GILD)Interactive Financial Advisors initiated holding in Gilead Sciences Inc. The purchase prices were between $56.65 and $64.55, with an estimated average price of $60.23. The stock is now traded at around $66.738200. The impact to a portfolio due to this purchase was 0.09%. The holding were 3,200 shares as of 2020-12-31.
New Purchase: Union Pacific Corp (UNP)Interactive Financial Advisors initiated holding in Union Pacific Corp. The purchase prices were between $173.37 and $209.85, with an estimated average price of $199.98. The stock is now traded at around $210.480000. The impact to a portfolio due to this purchase was 0.04%. The holding were 400 shares as of 2020-12-31.
Added: Vanguard Total Stock Market ETF (VTI)Interactive Financial Advisors added to a holding in Vanguard Total Stock Market ETF by 5722.06%. The purchase prices were between $166.99 and $194.64, with an estimated average price of $183.18. The stock is now traded at around $201.070000. The impact to a portfolio due to this purchase was 3.12%. The holding were 35,107 shares as of 2020-12-31.
Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Interactive Financial Advisors added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 2357.63%. The purchase prices were between $108.87 and $115.91, with an estimated average price of $112.56. The stock is now traded at around $113.675000. The impact to a portfolio due to this purchase was 2.14%. The holding were 41,411 shares as of 2020-12-31.
Added: Invesco CurrencyShares Swiss Franc Trust (FXF)Interactive Financial Advisors added to a holding in Invesco CurrencyShares Swiss Franc Trust by 33.30%. The purchase prices were between $99.25 and $103.34, with an estimated average price of $101.02. The stock is now traded at around $102.720000. The impact to a portfolio due to this purchase was 1.61%. The holding were 134,719 shares as of 2020-12-31.
Added: SSGA SPDR S&P 500 (SPY)Interactive Financial Advisors added to a holding in SSGA SPDR S&P 500 by 21.88%. The purchase prices were between $326.54 and $373.88, with an estimated average price of $355.39. The stock is now traded at around $383.890000. The impact to a portfolio due to this purchase was 0.55%. The holding were 17,742 shares as of 2020-12-31.
Added: BTC iShares U.S. Aerospace & Defense ETF (ITA)Interactive Financial Advisors added to a holding in BTC iShares U.S. Aerospace & Defense ETF by 80.87%. The purchase prices were between $47.15 and $96.4, with an estimated average price of $81.83. The stock is now traded at around $94.081500. The impact to a portfolio due to this purchase was 0.47%. The holding were 23,933 shares as of 2020-12-31.
Added: BTC iShares Silver Trust (SLV)Interactive Financial Advisors added to a holding in BTC iShares Silver Trust by 48.26%. The purchase prices were between $21.05 and $24.76, with an estimated average price of $22.76. The stock is now traded at around $23.950000. The impact to a portfolio due to this purchase was 0.28%. The holding were 75,997 shares as of 2020-12-31.
Sold Out: BTC iShares China Large-Cap ETF (FXI)Interactive Financial Advisors sold out a holding in BTC iShares China Large-Cap ETF. The sale prices were between $41.41 and $47.9, with an estimated average price of $45.16.
Sold Out: Alibaba Group Holding Ltd (BABA)Interactive Financial Advisors sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $222 and $317.14, with an estimated average price of $276.59.
Sold Out: Vanguard Long-Term Government Bond ETF (VGLT)Interactive Financial Advisors sold out a holding in Vanguard Long-Term Government Bond ETF. The sale prices were between $94.69 and $99.29, with an estimated average price of $96.78.
Sold Out: SLM Corp (SLM)Interactive Financial Advisors sold out a holding in SLM Corp. The sale prices were between $8.3 and $12.45, with an estimated average price of $10.59.
Sold Out: Cronos Group Inc (CRON)Interactive Financial Advisors sold out a holding in Cronos Group Inc. The sale prices were between $5.03 and $8.85, with an estimated average price of $6.94.
Reduced: iShares 1-3 Year Treasury Bond ETF (SHY)Interactive Financial Advisors reduced to a holding in iShares 1-3 Year Treasury Bond ETF by 79.08%. The sale prices were between $86.32 and $86.46, with an estimated average price of $86.39. The stock is now traded at around $86.384100. The impact to a portfolio due to this sale was -2.4%. Interactive Financial Advisors still held 14,524 shares as of 2020-12-31.
Reduced: SSgA SPDR Gold Shares (GLD)Interactive Financial Advisors reduced to a holding in SSgA SPDR Gold Shares by 49.7%. The sale prices were between $166.67 and $183.19, with an estimated average price of $176.05. The stock is now traded at around $174.880000. The impact to a portfolio due to this sale was -1.9%. Interactive Financial Advisors still held 21,581 shares as of 2020-12-31.
Reduced: Facebook Inc (FB)Interactive Financial Advisors reduced to a holding in Facebook Inc by 44.4%. The sale prices were between $258.12 and $294.68, with an estimated average price of $274.17. The stock is now traded at around $272.100000. The impact to a portfolio due to this sale was -0.52%. Interactive Financial Advisors still held 4,937 shares as of 2020-12-31.
Reduced: Amazon.com Inc (AMZN)Interactive Financial Advisors reduced to a holding in Amazon.com Inc by 27.13%. The sale prices were between $3004.48 and $3443.63, with an estimated average price of $3190.71. The stock is now traded at around $3322.956900. The impact to a portfolio due to this sale was -0.33%. Interactive Financial Advisors still held 556 shares as of 2020-12-31.
Reduced: Netflix Inc (NFLX)Interactive Financial Advisors reduced to a holding in Netflix Inc by 25.79%. The sale prices were between $470.5 and $554.09, with an estimated average price of $506.43. The stock is now traded at around $571.885000. The impact to a portfolio due to this sale was -0.21%. Interactive Financial Advisors still held 2,365 shares as of 2020-12-31.
Reduced: iShares U.S. Preferred Stock (PFF)Interactive Financial Advisors reduced to a holding in iShares U.S. Preferred Stock by 20.15%. The sale prices were between $36.13 and $38.51, with an estimated average price of $37.4. The stock is now traded at around $38.420000. The impact to a portfolio due to this sale was -0.07%. Interactive Financial Advisors still held 15,595 shares as of 2020-12-31.
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