 |
Size ($ in 1000's)
At 03/31/2024: $180,900
At 12/31/2023: $1,322,649
Interactive Financial Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Interactive Financial Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Interactive Financial Advisors Inc. top holdings by largest position size, as per the latest 13f filing made by Interactive Financial Advisors Inc..
In the Interactive Financial Advisors Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Interactive Financial Advisors Inc. in that top holding, then the share count change between reporting periods, and finally the Interactive Financial Advisors Inc. top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IVV) |
49,475 |
+35,628 |
$26,011 | | IVV | 49,475 | +35,628 | $26,011 | | ISHARES TR (AGG) |
136,486 |
+134,998 |
$13,368 | | AGG | 136,486 | +134,998 | $13,368 | | VANGUARD SPECIALIZED FUNDS (VIG) |
61,058 |
+35,407 |
$11,150 | | VIG | 61,058 | +35,407 | $11,150 | | VANGUARD TAX MANAGED FDS (VEA) |
192,186 |
+188,371 |
$9,642 | | VEA | 192,186 | +188,371 | $9,642 | | ISHARES TR (QUAL) |
56,923 |
-51,414 |
$9,355 | | QUAL | 56,923 | -51,414 | $9,355 | | FLEXSHARES TR (RAVI) |
87,480 |
+62,974 |
$6,600 | | RAVI | 87,480 | +62,974 | $6,600 | | VANGUARD CHARLOTTE FDS (BNDX) |
119,996 |
+118,643 |
$5,903 | | BNDX | 119,996 | +118,643 | $5,903 | | SPDR SER TR (SPIB) |
168,911 |
+143,536 |
$5,522 | | SPIB | 168,911 | +143,536 | $5,522 | | FLEXSHARES TR (ESG) |
36,627 |
+35,119 |
$4,636 | | ESG | 36,627 | +35,119 | $4,636 | | SPDR SER TR (SLYG) |
51,961 |
+50,828 |
$4,533 | | SLYG | 51,961 | +50,828 | $4,533 | | SPDR SER TR (SLYV) |
53,032 |
+39,570 |
$4,400 | | SLYV | 53,032 | +39,570 | $4,400 | | ISHARES TR (GOVT) |
185,682 |
+150,435 |
$4,228 | | GOVT | 185,682 | +150,435 | $4,228 | | VANGUARD INDEX FDS (VV) |
16,774 |
+14,842 |
$4,022 | | VV | 16,774 | +14,842 | $4,022 | | ISHARES TR (IWN) |
23,989 |
+20,789 |
$3,810 | | IWN | 23,989 | +20,789 | $3,810 | | ISHARES TR (EFV) |
66,437 |
-46,598 |
$3,614 | | EFV | 66,437 | -46,598 | $3,614 | | ISHARES TR (IGM) |
41,178 |
+36,678 |
$3,549 | | IGM | 41,178 | +36,678 | $3,549 | | INVESCO QQQ TR |
7,532 |
-4,676 |
$3,344 | | QQQ | 7,532 | -4,676 | $3,344 | | SELECT SECTOR SPDR TR (XLV) |
19,586 |
-215,617 |
$2,893 | | XLV | 19,586 | -215,617 | $2,893 | | ISHARES TR (LQD) |
25,958 |
-3,191 |
$2,827 | | LQD | 25,958 | -3,191 | $2,827 | | SPDR INDEX SHS FDS (SPGM) |
46,934 |
+38,257 |
$2,801 | | SPGM | 46,934 | +38,257 | $2,801 | | ISHARES TR (ITA) |
20,597 |
-37,759 |
$2,717 | | ITA | 20,597 | -37,759 | $2,717 | | ISHARES TR (IGIB) |
45,780 |
+18,257 |
$2,362 | | IGIB | 45,780 | +18,257 | $2,362 | | SELECT SECTOR SPDR TR (XLP) |
29,117 |
-33,310 |
$2,223 | | XLP | 29,117 | -33,310 | $2,223 | | SELECT SECTOR SPDR TR (XLK) |
9,459 |
+7,589 |
$1,970 | | XLK | 9,459 | +7,589 | $1,970 | | VANGUARD INDEX FDS (VO) |
7,281 |
-1,748 |
$1,819 | | VO | 7,281 | -1,748 | $1,819 | | FIRST TR EXCHANGE TRADED FD (FIW) |
17,080 |
+12,670 |
$1,744 | | FIW | 17,080 | +12,670 | $1,744 | | SELECT SECTOR SPDR TR (XLU) |
24,811 |
+15,442 |
$1,629 | | XLU | 24,811 | +15,442 | $1,629 | | VANGUARD WHITEHALL FDS (VYM) |
12,418 |
-55,326 |
$1,503 | | VYM | 12,418 | -55,326 | $1,503 | | SELECT SECTOR SPDR TR (XLE) |
15,802 |
+3,354 |
$1,492 | | XLE | 15,802 | +3,354 | $1,492 | | APPLE INC |
8,096 |
-2,412 |
$1,388 | | AAPL | 8,096 | -2,412 | $1,388 | | ISHARES TR (TIP) |
11,718 |
+3,601 |
$1,259 | | TIP | 11,718 | +3,601 | $1,259 | | VANGUARD WELLINGTON FD (VFQY) |
8,611 |
+1,587 |
$1,179 | | VFQY | 8,611 | +1,587 | $1,179 | | INVESCO EXCH TRADED FD TR II (IDHQ) |
36,805 |
+21,648 |
$1,129 | | IDHQ | 36,805 | +21,648 | $1,129 | | ISHARES GOLD TR (IAU) |
22,463 |
+22,463 |
$944 | | IAU | 22,463 | +22,463 | $944 | | INVESCO EXCHANGE TRADED FD T (RSPR) |
27,444 |
-89,630 |
$902 | | RSPR | 27,444 | -89,630 | $902 | | VANGUARD INDEX FDS (VOO) |
1,778 |
-9,048 |
$855 | | VOO | 1,778 | -9,048 | $855 | | FLEXSHARES TR (TDTT) |
35,789 |
+31,969 |
$850 | | TDTT | 35,789 | +31,969 | $850 | | WISDOMTREE TR |
10,939 |
+1,500 |
$834 | | DGRW | 10,939 | +1,500 | $834 | | VANGUARD SCOTTSDALE FDS (VCIT) |
10,095 |
+1,313 |
$813 | | VCIT | 10,095 | +1,313 | $813 | | VANECK ETF TRUST (SMH) |
3,488 |
-159 |
$785 | | SMH | 3,488 | -159 | $785 | | INVESCO EXCH TRADED FD TR II (SPHD) |
16,699 |
+10,691 |
$741 | | SPHD | 16,699 | +10,691 | $741 | | J P MORGAN EXCHANGE TRADED F (JPSE) |
15,996 |
-50,630 |
$723 | | JPSE | 15,996 | -50,630 | $723 | | SPDR SER TR (XBI) |
7,500 |
+4,159 |
$712 | | XBI | 7,500 | +4,159 | $712 | | ARK ETF TR (ARKK) |
13,844 |
+2,404 |
$693 | | ARKK | 13,844 | +2,404 | $693 | | SCHWAB STRATEGIC TR |
33,953 |
+29,897 |
$689 | | SCHH | 33,953 | +29,897 | $689 | | VANGUARD WORLD FD (VPU) |
4,758 |
+104 |
$678 | | VPU | 4,758 | +104 | $678 | | J P MORGAN EXCHANGE TRADED F (JPUS) |
5,904 |
+4,783 |
$661 | | JPUS | 5,904 | +4,783 | $661 | | SPDR S&P 500 ETF TR (SPY) |
1,260 |
-6,532 |
$660 | | SPY | 1,260 | -6,532 | $660 | | GLOBAL X FDS |
15,874 |
+13,830 |
$632 | | PAVE | 15,874 | +13,830 | $632 | | ISHARES TR (REZ) |
8,756 |
+1,763 |
$631 | | REZ | 8,756 | +1,763 | $631 |
See Full List: All Stocks Held By Interactive Financial Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Interactive Financial Advisors Inc.
|
|
