$199 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 103 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| REM | New | ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEWetf | $5,914,000 | – | 140,619 | +100.0% | 2.98% | – |
| TBF | New | PROSHARES TR SHORT 20 YRetf | $5,850,000 | – | 244,854 | +100.0% | 2.95% | – |
| DBC | New | POWERSHARES DB COMMODITY INDEX TRACKING FDetf | $95,000 | – | 5,987 | +100.0% | 0.05% | – |
| ITA | New | ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FDetf | $74,000 | – | 524 | +100.0% | 0.04% | – |
| PAA | New | PLAINS ALL AMERICAN PIPELINE LPc | $30,000 | – | 940 | +100.0% | 0.02% | – |
| ETP | New | ENERGY TRANSFER PART LP UNIT LTD PARTNERSHIP INTc | $28,000 | – | 792 | +100.0% | 0.01% | – |
| CONE | New | CYRUSONE INCc | $13,000 | – | 300 | +100.0% | 0.01% | – |
| AXS | New | AXIS CAPITAL HOLDINGS LIMITED COMMON SHARESc | $7,000 | – | 100 | +100.0% | 0.00% | – |
| AMLP | New | ALPS ETF TR ALERIAN MLP ETFetf | $8,000 | – | 653 | +100.0% | 0.00% | – |
| POL | New | POLYONE CORPORATIONc | $8,000 | – | 265 | +100.0% | 0.00% | – |
| FDM | New | FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUNDetf | $4,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-01-17
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.