$200 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 109 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETFetf | $34,000 | 0.0% | 321 | 0.0% | 0.02% | -5.6% | |
| V | VISA INC COM CL Ac | $28,000 | +12.0% | 340 | 0.0% | 0.01% | +7.7% | |
| HYG | ISHARES TR IBOXX $ HIGH YIELD CORP BD ETFetf | $17,000 | +6.2% | 192 | 0.0% | 0.01% | +12.5% | |
| JNK | SPDR SER TR BARCLAYS HIGH YIELDetf | $16,000 | 0.0% | 441 | 0.0% | 0.01% | 0.0% | |
| EPD | ENTERPRISE PRODUCTS PARTNERS L Pc | $8,000 | -11.1% | 300 | 0.0% | 0.00% | -20.0% | |
| WEA | WESTERN ASSET PREMIER BOND FUND COMMON SHARES OF BENEFICIAL INTERESTcm | $7,000 | 0.0% | 500 | 0.0% | 0.00% | 0.0% | |
| F | FORD MOTOR COMPANYc | $5,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% | |
| VZ | VERIZON COMMUNICATIONSc | $5,000 | -16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| NSC | NORFOLK SOUTHERN CORP COMc | $5,000 | +25.0% | 50 | 0.0% | 0.00% | +50.0% | |
| CHY | CALAMOS CONV & HIGH INCOME FD COMcm | $3,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% | |
| CSX | CSX CORPc | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| DUK | DUKE ENERGY CORP NEW COMc | $3,000 | -25.0% | 41 | 0.0% | 0.00% | 0.0% | |
| LUMN | CENTURYLINK INC COMc | $3,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| BA | BOEING COMPANYc | $1,000 | 0.0% | 9 | 0.0% | 0.00% | 0.0% | |
| COP | CONOCOPHILLIPS COMc | $1,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% | |
| MSI | MOTOROLA INC COM NEWc | $2,000 | +100.0% | 20 | 0.0% | 0.00% | 0.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-12
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.