$172 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 148 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 20.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FEDERATED US TREASURY CASH RESERVES FUND INSTITUTIONAL CLASSmm | $69,000 | 0.0% | 69,452 | 0.0% | 0.04% | -2.4% | ||
| V | VISA INC COM CL Ac | $18,000 | -5.3% | 85 | 0.0% | 0.01% | -9.1% | |
| F | FORD MOTOR COMPANYc | $6,000 | 0.0% | 400 | 0.0% | 0.00% | -25.0% | |
| IJK | ISHARES TR S&P MIDCAP 400 GROWTH ETFetf | $4,000 | 0.0% | 26 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA INC COM NEWc | $1,000 | 0.0% | 20 | 0.0% | 0.00% | 0.0% | |
| TEMPLETON GLOBAL TOTAL RETURN FUND CLASS Cm | $0 | – | 1 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 19.4% |
| ISHARES TR | 42 | Q3 2023 | 17.2% |
| VANGUARD SPECIALIZED FUNDS | 42 | Q3 2023 | 12.6% |
| ISHARES TR | 42 | Q3 2023 | 8.9% |
| ISHARES TR RUSSELL 2000 VALUE ETF | 42 | Q3 2023 | 8.9% |
| ISHARES TRUST ISHARES MSCI VALUE INDEX FUND | 42 | Q3 2023 | 7.6% |
| ISHARES TR INTERMEDIATE CR BD ETF | 42 | Q3 2023 | 5.0% |
| ISHARES TR BARCLAYS 1-3 YR TREAS INDEX FD | 42 | Q3 2023 | 7.1% |
| SELECT SECTOR SPDR TR | 42 | Q3 2023 | 5.8% |
| ISHARES TR BARCLAYS 20+ YR TREAS BD ETF | 42 | Q3 2023 | 5.9% |
View INTERACTIVE FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-01 |
| 13F-HR | 2023-04-27 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-10 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-11 |
View INTERACTIVE FINANCIAL ADVISORS, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.