$205 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 100 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IJJ | New | ISHARES TR S&P MIDCAP 400 VALUE ETFetf | $7,794,000 | – | 52,502 | +100.0% | 3.79% | – |
New | ADVISORS PREFERRED TRUST THE GOLD BULLION STRATEGY FUND INVESTOR CLASSm | $315,000 | – | 13,551 | +100.0% | 0.15% | – | |
RWO | New | SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETFetf | $103,000 | – | 2,182 | +100.0% | 0.05% | – |
SXL | New | SUNOCO LOGISTICS PARTNERS L.P. COMMON UNITS REP LIMITED PARTNERSHIP INTERESTSc | $33,000 | – | 1,354 | +100.0% | 0.02% | – |
CUT | New | GUGGENHEIM MSCI GLOBAL TIMBER ETFetf | $8,000 | – | 322 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-01
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.