$190 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 93 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJJ | New | ISHARES TR S&P MIDCAP 400 VALUE ETFetf | $5,551,000 | – | 43,347 | +100.0% | 2.92% | – |
| REM | New | ISHARES MORTGAGE REAL ESTATE CAPPED ETFetf | $4,905,000 | – | 478,048 | +100.0% | 2.58% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTetf | $4,709,000 | – | 17,297 | +100.0% | 2.48% | – |
| New | VANGUARD FEDERAL MONEY MKT FUND INVESTOR SHARES (GOVT)mm | $1,667,000 | – | 1,667,095 | +100.0% | 0.88% | – | |
| GDX | New | VANECK VECTORS GOLD MINERS ETFetf | $658,000 | – | 23,746 | +100.0% | 0.35% | – |
| FIW | New | FT ISE WATER INDEXetf | $354,000 | – | 10,073 | +100.0% | 0.19% | – |
| VTV | New | VANGUARD VALUE VIPERSetf | $114,000 | – | 1,338 | +100.0% | 0.06% | – |
| RWO | New | SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETFetf | $92,000 | – | 1,834 | +100.0% | 0.05% | – |
| WY | New | WEYERHAEUSER COc | $57,000 | – | 1,902 | +100.0% | 0.03% | – |
| RYN | New | RAYONIER INC COMc | $50,000 | – | 1,891 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-07-14
Signatures
The EDGAR filing(s) were signed by:
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.