$176 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 88 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJJ | New | ISHARES TR S&P MIDCAP 400 VALUE ETFs&p mc 400vl etf | $1,637,000 | – | 13,603 | +100.0% | 0.93% | – |
| AMLP | New | ALPS ETF TR ALERIAN MLP ETFalerian mlp | $5,000 | – | 245 | +100.0% | 0.00% | – |
| CUT | New | GUGGENHEIM TIMBER ETFgugg timber etf | $4,000 | – | 179 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 45 | Q2 2024 | 19.4% |
| ISHARES TR | 45 | Q2 2024 | 17.2% |
| VANGUARD SPECIALIZED FUNDS | 45 | Q2 2024 | 12.6% |
| ISHARES TR | 45 | Q2 2024 | 8.9% |
| ISHARES TR RUSSELL 2000 VALUE ETF | 45 | Q2 2024 | 8.9% |
| ISHARES TRUST ISHARES MSCI VALUE INDEX FUND | 45 | Q2 2024 | 7.6% |
| ISHARES TR INTERMEDIATE CR BD ETF | 45 | Q2 2024 | 5.0% |
| ISHARES TR BARCLAYS 1-3 YR TREAS INDEX FD | 45 | Q2 2024 | 7.1% |
| SELECT SECTOR SPDR TR | 45 | Q2 2024 | 6.0% |
| ISHARES TR BARCLAYS 20+ YR TREAS BD ETF | 45 | Q2 2024 | 5.9% |
View INTERACTIVE FINANCIAL ADVISORS, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-21 |
| 13F-HR | 2024-08-02 |
| 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 |
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.