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Entity | Shares/Amount Change | Position Value Change |
RSPR |
+117,074 | +$3,895 | FLOT |
+19,773 | +$1,001 | AMZN |
+4,826 | +$1 |
Entity | Shares/Amount Change | Position Value Change |
EWRE |
-27,430 | -$785 | IAU |
-21,372 | -$748 | GLD |
-2,180 | -$374 | VTV |
-1,696 | -$234 | BAB |
-8,106 | -$205 |
Entity | Shares/Amount Change | Position Value Change |
VCSH |
+14,430,717 | +$1,116,512 | XLV |
+217,277 | +$29,769 | SHY |
+124,949 | +$9,348 | XLB |
+83,043 | +$7,138 | MSFT |
+71,175 | +$26,828 | JQUA |
+59,645 | +$2,884 | VYM |
+56,162 | +$6,365 | JPSE |
+52,588 | +$2,383 | EFV |
+46,706 | +$2,643 | QUAL |
+40,601 | +$7,014 |
Entity | Shares/Amount Change | Position Value Change |
VEA |
-210,483 | -$9,186 | AGG |
-102,525 | -$9,633 | BNDX |
-82,910 | -$3,963 | SPIB |
-73,705 | -$2,283 | GOVT |
-72,082 | -$1,554 | RAVI |
-63,162 | -$4,746 | SLYG |
-59,662 | -$4,360 | SLYV |
-47,592 | -$3,297 | IVV |
-42,333 | -$17,512 |
Size ($ in 1000's)
At 12/31/2023: $1,322,649 At 09/30/2023: $148,323
Interactive Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Interactive Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Interactive Financial Advisors Inc. to be as follows, presented in the
table below with each row detailing each Interactive Financial Advisors Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Interactive Financial Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Interactive Financial Advisors Inc. as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
VANGUARD SCOTTSDALE FDS (VCSH) |
14,434,156 |
+14,430,717 |
$1,116,771 | VCSH | 14,434,156 | +14,430,717 | $1,116,771 | SELECT SECTOR SPDR TR (XLV) |
235,203 |
+217,277 |
$32,077 | XLV | 235,203 | +217,277 | $32,077 | MICROSOFT CORP |
72,226 |
+71,175 |
$27,160 | MSFT | 72,226 | +71,175 | $27,160 | ISHARES TR (QUAL) |
108,337 |
+40,601 |
$15,941 | QUAL | 108,337 | +40,601 | $15,941 | ISHARES TR (SHY) |
129,593 |
+124,949 |
$9,724 | SHY | 129,593 | +124,949 | $9,724 | VANGUARD WHITEHALL FDS (VYM) |
67,744 |
+56,162 |
$7,562 | VYM | 67,744 | +56,162 | $7,562 | SELECT SECTOR SPDR TR (XLB) |
87,980 |
+83,043 |
$7,526 | XLB | 87,980 | +83,043 | $7,526 | ISHARES TR (ITA) |
58,356 |
+38,566 |
$7,388 | ITA | 58,356 | +38,566 | $7,388 | ISHARES TR (IVV) |
13,847 |
-42,333 |
$6,614 | IVV | 13,847 | -42,333 | $6,614 | ISHARES TR (EFV) |
113,035 |
+46,706 |
$5,889 | EFV | 113,035 | +46,706 | $5,889 | INVESCO QQQ TR |
12,208 |
+7,023 |
$4,999 | QQQ | 12,208 | +7,023 | $4,999 | VANGUARD INDEX FDS (VOO) |
10,826 |
+9,260 |
$4,729 | VOO | 10,826 | +9,260 | $4,729 | SELECT SECTOR SPDR TR (XLP) |
62,427 |
+33,042 |
$4,497 | XLP | 62,427 | +33,042 | $4,497 | TESLA INC |
17,790 |
+16,665 |
$4,420 | TSLA | 17,790 | +16,665 | $4,420 | VANGUARD SPECIALIZED FUNDS (VIG) |
25,651 |
-34,441 |
$4,371 | VIG | 25,651 | -34,441 | $4,371 | INVESCO EXCHANGE TRADED FD T (RSPR) |
117,074 |
+117,074 |
$3,895 | RSPR | 117,074 | +117,074 | $3,895 | ISHARES TR (TLT) |
37,891 |
+32,822 |
$3,747 | TLT | 37,891 | +32,822 | $3,747 | SPDR S&P 500 ETF TR (SPY) |
7,792 |
+6,695 |
$3,704 | SPY | 7,792 | +6,695 | $3,704 | ISHARES TR (LQD) |
29,149 |
+5,922 |
$3,226 | LQD | 29,149 | +5,922 | $3,226 | J P MORGAN EXCHANGE TRADED F (JQUA) |
65,974 |
+59,645 |
$3,158 | JQUA | 65,974 | +59,645 | $3,158 | ISHARES TR (IWM) |
15,393 |
+14,073 |
$3,090 | IWM | 15,393 | +14,073 | $3,090 | ISHARES TR (IVE) |
17,583 |
+15,609 |
$3,058 | IVE | 17,583 | +15,609 | $3,058 | J P MORGAN EXCHANGE TRADED F (JPSE) |
66,626 |
+52,588 |
$2,935 | JPSE | 66,626 | +52,588 | $2,935 | ISHARES TR (EFA) |
33,871 |
+29,632 |
$2,552 | EFA | 33,871 | +29,632 | $2,552 | VANGUARD INDEX FDS (VO) |
9,029 |
+5,653 |
$2,101 | VO | 9,029 | +5,653 | $2,101 | ISHARES TR (IGM) |
4,500 |
-2,162 |
$2,017 | IGM | 4,500 | -2,162 | $2,017 | ISHARES TR (IEI) |
16,892 |
+15,060 |
$1,979 | IEI | 16,892 | +15,060 | $1,979 | FLEXSHARES TR (RAVI) |
24,506 |
-63,162 |
$1,839 | RAVI | 24,506 | -63,162 | $1,839 | WISDOMTREE TR |
18,862 |
+13,218 |
$1,550 | DHS | 18,862 | +13,218 | $1,550 | ISHARES TR (IGIB) |
27,523 |
-17,614 |
$1,431 | IGIB | 27,523 | -17,614 | $1,431 | ISHARES TR (MUB) |
12,028 |
+8,044 |
$1,304 | MUB | 12,028 | +8,044 | $1,304 | ISHARES TR (XT) |
21,105 |
+10,577 |
$1,168 | XT | 21,105 | +10,577 | $1,168 | SPDR SER TR (SLYV) |
13,462 |
-47,592 |
$1,122 | SLYV | 13,462 | -47,592 | $1,122 | SELECT SECTOR SPDR TR (XLE) |
12,448 |
-3,460 |
$1,044 | XLE | 12,448 | -3,460 | $1,044 | ISHARES TR (FLOT) |
19,773 |
+19,773 |
$1,001 | FLOT | 19,773 | +19,773 | $1,001 | ISHARES TR (DVY) |
7,597 |
+5,380 |
$891 | DVY | 7,597 | +5,380 | $891 | VANGUARD WELLINGTON FD (VFQY) |
7,024 |
-2,161 |
$888 | VFQY | 7,024 | -2,161 | $888 | ISHARES TR (TIP) |
8,117 |
-3,240 |
$872 | TIP | 8,117 | -3,240 | $872 | SPDR SER TR (SPIB) |
25,375 |
-73,705 |
$833 | SPIB | 25,375 | -73,705 | $833 | ISHARES TR (GOVT) |
35,247 |
-72,082 |
$812 | GOVT | 35,247 | -72,082 | $812 | VANGUARD SCOTTSDALE FDS (VCIT) |
8,782 |
-1,183 |
$714 | VCIT | 8,782 | -1,183 | $714 | ISHARES TR (IGE) |
16,822 |
+7,728 |
$685 | IGE | 16,822 | +7,728 | $685 | VANGUARD WORLD FDS (VCR) |
2,193 |
+775 |
$668 | VCR | 2,193 | +775 | $668 | WISDOMTREE TR |
9,439 |
+555 |
$663 | DGRW | 9,439 | +555 | $663 | VANECK ETF TRUST (SMH) |
3,647 |
+1,082 |
$638 | SMH | 3,647 | +1,082 | $638 | VANGUARD WORLD FDS (VPU) |
4,654 |
+214 |
$638 | VPU | 4,654 | +214 | $638 | SELECT SECTOR SPDR TR (XLU) |
9,369 |
-16,662 |
$593 | XLU | 9,369 | -16,662 | $593 | ISHARES TR (REZ) |
6,993 |
-412 |
$514 | REZ | 6,993 | -412 | $514 | ISHARES TR (IWN) |
3,200 |
-20,733 |
$497 | IWN | 3,200 | -20,733 | $497 | INVESCO EXCHANGE TRADED FD T (ERTH) |
10,091 |
+1,158 |
$483 | ERTH | 10,091 | +1,158 | $483 | SPDR INDEX SHS FDS (SPGM) |
8,677 |
-12,381 |
$480 | SPGM | 8,677 | -12,381 | $480 | ISHARES TR (PFF) |
16,597 |
+2,936 |
$475 | PFF | 16,597 | +2,936 | $475 | ISHARES TR (ACWX) |
9,689 |
+3,170 |
$458 | ACWX | 9,689 | +3,170 | $458 | INVESCO EXCH TRADED FD TR II (IDHQ) |
15,157 |
-1,324 |
$433 | IDHQ | 15,157 | -1,324 | $433 | VANGUARD INDEX FDS (VV) |
1,932 |
-11,851 |
$421 | VV | 1,932 | -11,851 | $421 | FIRST TR EXCHANGE TRADED FD (FIW) |
4,410 |
-13,703 |
$418 | FIW | 4,410 | -13,703 | $418 | ISHARES TR (EFAV) |
5,511 |
+1,569 |
$382 | EFAV | 5,511 | +1,569 | $382 | SELECT SECTOR SPDR TR (XLK) |
1,870 |
-4,677 |
$360 | XLK | 1,870 | -4,677 | $360 | VANGUARD WORLD FDS (VOX) |
3,032 |
+735 |
$357 | VOX | 3,032 | +735 | $357 | CHEVRON CORP NEW |
2,376 |
+1,140 |
$333 | CVX | 2,376 | +1,140 | $333 | SPDR SER TR (XBI) |
3,341 |
-4,087 |
$298 | XBI | 3,341 | -4,087 | $298 | US BANCORP DEL |
6,743 |
-6,719 |
$292 | USB | 6,743 | -6,719 | $292 | GILEAD SCIENCES INC |
3,500 |
+300 |
$284 | GILD | 3,500 | +300 | $284 | INVESCO EXCH TRADED FD TR II (SPHD) |
6,008 |
-11,775 |
$255 | SPHD | 6,008 | -11,775 | $255 | GATX CORP |
1,956 |
-2,544 |
$235 | GATX | 1,956 | -2,544 | $235 | VANGUARD TAX MANAGED FDS (VEA) |
3,815 |
-210,483 |
$183 | VEA | 3,815 | -210,483 | $183 | FLEXSHARES TR (ESG) |
1,508 |
-33,435 |
$175 | ESG | 1,508 | -33,435 | $175 | ISHARES TR (AGG) |
1,488 |
-102,525 |
$148 | AGG | 1,488 | -102,525 | $148 | WISDOMTREE TR |
6,037 |
-10,925 |
$132 | AGZD | 6,037 | -10,925 | $132 | J P MORGAN EXCHANGE TRADED F (JPUS) |
1,121 |
-5,048 |
$115 | JPUS | 1,121 | -5,048 | $115 | SPDR SER TR (SLYG) |
1,133 |
-59,662 |
$95 | SLYG | 1,133 | -59,662 | $95 | FLEXSHARES TR (TDTT) |
3,820 |
-28,381 |
$90 | TDTT | 3,820 | -28,381 | $90 | SCHWAB STRATEGIC TR |
4,056 |
-24,980 |
$84 | SCHH | 4,056 | -24,980 | $84 | GLOBAL X FDS |
2,044 |
-12,009 |
$70 | PAVE | 2,044 | -12,009 | $70 | VANGUARD CHARLOTTE FDS (BNDX) |
1,353 |
-82,910 |
$67 | BNDX | 1,353 | -82,910 | $67 | INVESCO EXCH TRADED FD TR II (PZA) |
1,063 |
-15,028 |
$26 | PZA | 1,063 | -15,028 | $26 | APPLE INC |
10,508 |
+3,412 |
$2 | AAPL | 10,508 | +3,412 | $2 | AMAZON COM INC |
4,826 |
+4,826 |
$1 | AMZN | 4,826 | +4,826 | $1 | ARK ETF TR (ARKK) |
11,440 |
-2,530 |
$1 | ARKK | 11,440 | -2,530 | $1 | AMPLIFY ETF TR (IBUY) |
20,695 |
+12,903 |
$1 | IBUY | 20,695 | +12,903 | $1 | AMERICAN ELEC PWR CO INC |
5,653 |
+2,153 |
<$1 | AEP | 5,653 | +2,153 | $0 | ALLSTATE CORP |
1,968 |
-408 |
$0 | ALL | 1,968 | -408 | $0 | INVESCO EXCH TRADED FD TR II |
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$0 (exited) | BAB | 0 | -8,106 | $0 | INVESCO EXCHANGE TRADED FD T |
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$0 (exited) | EWRE | 0 | -27,430 | $0 | SPDR GOLD TR |
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$0 (exited) | GLD | 0 | -2,180 | $0 | ISHARES GOLD TR |
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$0 (exited) | IAU | 0 | -21,372 | $0 | VANGUARD INDEX FDS |
0 |
-1,696 |
$0 (exited) | VTV | 0 | -1,696 | $0 |
See Summary: Interactive Financial Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Interactive Financial Advisors Inc.
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