- New Purchases: BA, DUK, MSOS,
- Added Positions: SPY, VTI, EMB, VNQ, AAPL, LQD, SLVP, NFLX, VOO, ESG, AGG, FIW, TILT, QLC, VEA, VIG, HYGV, BNDX, EFV, QLV, JPSE, XLB, PAVE, TIP, IGIB, TDTT, TLH, PZA, MUB, XLP, VNQI, D, XBI, QLVD, IAU, GOVT, BAB, SPHD, SRLN, NOBL, SHY, IGE, IEI, EFAV, VOX, OXY, WY, AGZD, WIP, IGSB, GQRE, NFRA,
- Reduced Positions: IJR, FXF, GLD, SLV, GOOGL, TLT, FB, IVV, BKLN, IWN, VOE, PFF, IWF, ARKK, XLV, MXI, VV, XLE, VCR, DVY, IBUY, VGLT, REZ, HYG, ITA, BWX, T, AMZN, VWO, VTV, RWO, DBC, IVE, ERTH, DGRW, IWM, GNR, IVW, XOM, VUG, ILF, VSS, PAA, VBR, ET, SUB, DHS, SCHE, JPIN, IJT, MDY,
- Sold Out: IJJ, REM, TBF, MJ,
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 S&P 500 ETF (IVV) - 50,314 shares, 9.53% of the total portfolio. Shares reduced by 1.28%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 135,042 shares, 6.82% of the total portfolio. Shares added by 3.32%
- iShares iBoxx USD Investment Grade Corporate Bond (LQD) - 111,556 shares, 6.53% of the total portfolio. Shares added by 13.68%
- Vanguard Dividend Appreciation FTF (VIG) - 95,179 shares, 6.43% of the total portfolio. Shares added by 1.97%
- S&P 500 ETF TRUST ETF (SPY) - 25,453 shares, 4.80% of the total portfolio. Shares added by 2154.47%
Interactive Financial Advisors initiated holding in Boeing Co. The purchase prices were between $206.99 and $239.73, with an estimated average price of $223.15. The stock is now traded at around $220.490000. The impact to a portfolio due to this purchase was 0.01%. The holding were 75 shares as of 2021-09-30.
New Purchase: AdvisorShares Pure US Cannabis ETF (MSOS)Interactive Financial Advisors initiated holding in AdvisorShares Pure US Cannabis ETF. The purchase prices were between $29.29 and $40.9, with an estimated average price of $34.65. The stock is now traded at around $29.880000. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 33 shares as of 2021-09-30.
New Purchase: Duke Energy Corp (DUK)Interactive Financial Advisors initiated holding in Duke Energy Corp. The purchase prices were between $97.05 and $107.93, with an estimated average price of $103.5. The stock is now traded at around $101.939800. The impact to a portfolio due to this purchase was less than 0.01%. The holding were 75 shares as of 2021-09-30.
Added: S&P 500 ETF TRUST ETF (SPY)Interactive Financial Advisors added to a holding in S&P 500 ETF TRUST ETF by 2154.47%. The purchase prices were between $423.61 and $451.74, with an estimated average price of $439.92. The stock is now traded at around $467.060000. The impact to a portfolio due to this purchase was 4.59%. The holding were 25,453 shares as of 2021-09-30.
Added: Vanguard Total Stock Market ETF (VTI)Interactive Financial Advisors added to a holding in Vanguard Total Stock Market ETF by 7496.26%. The purchase prices were between $218.54 and $233.63, with an estimated average price of $227.38. The stock is now traded at around $241.885000. The impact to a portfolio due to this purchase was 2.73%. The holding were 28,410 shares as of 2021-09-30.
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 2959.86%. The purchase prices were between $109.28 and $112.83, with an estimated average price of $111.25. The stock is now traded at around $110.920000. The impact to a portfolio due to this purchase was 1.88%. The holding were 40,176 shares as of 2021-09-30.
Added: Vanguard Real Estate Index Fund ETF (VNQ)Interactive Financial Advisors added to a holding in Vanguard Real Estate Index Fund ETF by 1511.82%. The purchase prices were between $101.6 and $110.24, with an estimated average price of $105.46. The stock is now traded at around $110.145000. The impact to a portfolio due to this purchase was 1.78%. The holding were 42,552 shares as of 2021-09-30.
Added: Apple Inc (AAPL)Interactive Financial Advisors added to a holding in Apple Inc by 174.97%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $150.795000. The impact to a portfolio due to this purchase was 1.09%. The holding were 27,412 shares as of 2021-09-30.
Added: BTC iShares MSCI Global Silver and Metals Miners E (SLVP)Interactive Financial Advisors added to a holding in BTC iShares MSCI Global Silver and Metals Miners E by 4444.99%. The purchase prices were between $12.07 and $15.5, with an estimated average price of $13.88. The stock is now traded at around $14.460000. The impact to a portfolio due to this purchase was 0.7%. The holding were 132,441 shares as of 2021-09-30.
Sold Out: iShares S&P Mid-Cap 400 Value ETF (IJJ)Interactive Financial Advisors sold out a holding in iShares S&P Mid-Cap 400 Value ETF. The sale prices were between $99.31 and $107.86, with an estimated average price of $104.56.
Sold Out: iShares Mortgage Real Estate ETF (REM)Interactive Financial Advisors sold out a holding in iShares Mortgage Real Estate ETF. The sale prices were between $34.76 and $37.15, with an estimated average price of $36.23.
Sold Out: ProShares Short 20+ Year Treasury (TBF)Interactive Financial Advisors sold out a holding in ProShares Short 20+ Year Treasury. The sale prices were between $15.89 and $16.86, with an estimated average price of $16.29.
Sold Out: ETFMG Alternative Harvest ETF (MJ)Interactive Financial Advisors sold out a holding in ETFMG Alternative Harvest ETF. The sale prices were between $14.39 and $20.53, with an estimated average price of $16.94.
Here is the complete portfolio of Interactive Financial Advisors. Also check out:
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