- New Purchases: BABA, EMB, SPHD, GOOGL, GATX, AEP, ALL, VGLT, DTE, CVX, RWO, SO, NEE, MS, MRK, T, DFS, XOM, PAA, AEE, ED, JNJ, D, UL, TRV, CTRL, GE, CRSP, TRXC, NVDA,
- Added Positions: ILF, GLD, IGIB, MUB, LQD, EFV, ACWX, AGG, IWN, PFF, HYG, MGEE, ITA, VV, SLV, XLU, BNDX, XLE, VYM, VWO, F, MO, EFA, IAU, IXC, MXI, FLOT, WIP, VCIT,
- Reduced Positions: XLV, TLH, SPY, TLT, VIG, SCHH, SHY, VNQ, VOO, FXF, REZ, JPIN, FIW, SLVP, TDTT, TIP, IVE, IGE, IEI, VBR, VUG, PZA, DHS, DVY, ICF, IEF, IFGL, IVW, IWM, NOBL, BAB,
- Sold Out: IJT, UHT, EFG, IEMG, IJR, SCZ, TBF,
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- Vanguard Div Appreciation (VIG) - 218,859 shares, 11.77% of the total portfolio. Shares reduced by 12.12%
- iShares Core S&P 500 (IVV) - 68,895 shares, 9.62% of the total portfolio. Shares added by 0.17%
- iShares Core U.S. Aggregate Bond (AGG) - 137,642 shares, 7.37% of the total portfolio. Shares added by 1.92%
- iShares iBoxx $ Investment Grade Corporate Bond (LQD) - 123,866 shares, 7.23% of the total portfolio. Shares added by 5.50%
- SPDR Gold Trust (GLD) - 77,169 shares, 4.62% of the total portfolio. Shares added by 127.76%
Interactive Financial Advisors initiated holding in Alibaba Group Holding Ltd. The purchase prices were between $130.6 and $187.25, with an estimated average price of $167.49. The stock is now traded at around $162.65. The impact to a portfolio due to this purchase was 4.47%. The holding were 49,894 shares as of .
New Purchase: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)Interactive Financial Advisors initiated holding in iShares J.P. Morgan USD Emerging Markets Bond ETF. The purchase prices were between $101.8 and $108.83, with an estimated average price of $106.1. The stock is now traded at around $111.20. The impact to a portfolio due to this purchase was 2.88%. The holding were 53,325 shares as of .
New Purchase: Alphabet Inc (GOOGL)Interactive Financial Advisors initiated holding in Alphabet Inc. The purchase prices were between $1025.47 and $1236.13, with an estimated average price of $1127.35. The stock is now traded at around $1081.04. The impact to a portfolio due to this purchase was 0.31%. The holding were 538 shares as of .
New Purchase: Invesco S&P 500 High Dividend Low Volatility (SPHD)Interactive Financial Advisors initiated holding in Invesco S&P 500 High Dividend Low Volatility. The purchase prices were between $37.85 and $42.55, with an estimated average price of $41.18. The stock is now traded at around $41.56. The impact to a portfolio due to this purchase was 0.31%. The holding were 15,020 shares as of .
New Purchase: GATX Corp (GATX)Interactive Financial Advisors initiated holding in GATX Corp. The purchase prices were between $67.99 and $79.5, with an estimated average price of $74.77. The stock is now traded at around $75.32. The impact to a portfolio due to this purchase was 0.17%. The holding were 4,500 shares as of .
New Purchase: American Electric Power Co Inc (AEP)Interactive Financial Advisors initiated holding in American Electric Power Co Inc. The purchase prices were between $72.77 and $85.98, with an estimated average price of $79.4. The stock is now traded at around $88.32. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,500 shares as of .
Added: iShares Latin America 40 (ILF)Interactive Financial Advisors added to a holding in iShares Latin America 40 by 15168.95%. The purchase prices were between $32.24 and $35.55, with an estimated average price of $34.12. The stock is now traded at around $33.85. The impact to a portfolio due to this purchase was 4%. The holding were 247,357 shares as of .
Added: SPDR Gold Trust (GLD)Interactive Financial Advisors added to a holding in SPDR Gold Trust by 127.76%. The purchase prices were between $121.02 and $126.7, with an estimated average price of $123.19. The stock is now traded at around $125.18. The impact to a portfolio due to this purchase was 2.59%. The holding were 77,169 shares as of .
Added: iShares Intermediate-Term Corporate Bond ETF (IGIB)Interactive Financial Advisors added to a holding in iShares Intermediate-Term Corporate Bond ETF by 44.25%. The purchase prices were between $51.68 and $54.65, with an estimated average price of $53.08. The stock is now traded at around $55.91. The impact to a portfolio due to this purchase was 1.09%. The holding were 131,599 shares as of .
Added: iShares National Muni Bond (MUB)Interactive Financial Advisors added to a holding in iShares National Muni Bond by 2100.40%. The purchase prices were between $108.82 and $111.36, with an estimated average price of $109.64. The stock is now traded at around $112.68. The impact to a portfolio due to this purchase was 0.58%. The holding were 11,112 shares as of .
Added: iShares Preferred and Income Securities ETF (PFF)Interactive Financial Advisors added to a holding in iShares Preferred and Income Securities ETF by 26.02%. The purchase prices were between $34.23 and $36.63, with an estimated average price of $35.9. The stock is now traded at around $36.66. The impact to a portfolio due to this purchase was 0.09%. The holding were 25,277 shares as of .
Added: iShares iBoxx $ High Yield Corporate Bond (HYG)Interactive Financial Advisors added to a holding in iShares iBoxx $ High Yield Corporate Bond by 874.88%. The purchase prices were between $79.21 and $85.34, with an estimated average price of $83.42. The stock is now traded at around $86.35. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,018 shares as of .
Sold Out: iShares S&P Small-Cap 600 Growth ETF (IJT)Interactive Financial Advisors sold out a holding in iShares S&P Small-Cap 600 Growth ETF. The sale prices were between $157.59 and $185.54, with an estimated average price of $176.45.
Sold Out: Universal Health Realty Income Trust (UHT)Interactive Financial Advisors sold out a holding in Universal Health Realty Income Trust. The sale prices were between $60.24 and $76.6, with an estimated average price of $71.06.
Sold Out: iShares MSCI EAFE Small-Cap ETF (SCZ)Interactive Financial Advisors sold out a holding in iShares MSCI EAFE Small-Cap ETF. The sale prices were between $51.31 and $58.06, with an estimated average price of $55.94.
Sold Out: iShares Core S&P Small-Cap (IJR)Interactive Financial Advisors sold out a holding in iShares Core S&P Small-Cap. The sale prices were between $68.11 and $80.91, with an estimated average price of $76.57.
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 $21.48 and $22.92, with an estimated average price of $22.4.
Sold Out: iShares MSCI EAFE Growth (EFG)Interactive Financial Advisors sold out a holding in iShares MSCI EAFE Growth. The sale prices were between $68.09 and $77.86, with an estimated average price of $74.19.
Reduced: SPDR Select Sector Fund - Health Care (XLV)Interactive Financial Advisors reduced to a holding in SPDR Select Sector Fund - Health Care by 76.46%. The sale prices were between $83.47 and $92.95, with an estimated average price of $90.15. The stock is now traded at around $91.13. The impact to a portfolio due to this sale was -4.56%. Interactive Financial Advisors still held 30,704 shares as of .
Reduced: iShares 10-20 Year Treasury Bond (TLH)Interactive Financial Advisors reduced to a holding in iShares 10-20 Year Treasury Bond by 94.74%. The sale prices were between $131.85 and $137.88, with an estimated average price of $133.73. The stock is now traded at around $141.16. The impact to a portfolio due to this sale was -3.31%. Interactive Financial Advisors still held 2,593 shares as of .
Reduced: SPDR S&P 500 (SPY)Interactive Financial Advisors reduced to a holding in SPDR S&P 500 by 56.36%. The sale prices were between $244.21 and $284.73, with an estimated average price of $271.34. The stock is now traded at around $288.90. The impact to a portfolio due to this sale was -2.86%. Interactive Financial Advisors still held 16,736 shares as of .
Reduced: iShares 20+ Year Treasury Bond ETF (TLT)Interactive Financial Advisors reduced to a holding in iShares 20+ Year Treasury Bond ETF by 99.84%. The sale prices were between $118.66 and $126.56, with an estimated average price of $121.58. The stock is now traded at around $130.58. The impact to a portfolio due to this sale was -2.59%. Interactive Financial Advisors still held 63 shares as of .
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