$212 Million is the total value of INTERACTIVE FINANCIAL ADVISORS, INC.'s 102 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BNDX | New | VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FDetf | $5,504,000 | – | 101,251 | +100.0% | 2.59% | – |
| SRLN | New | SSGA ACTIVE ETF TR BLACKSTONE/GSO SR LN ETFetf | $67,000 | – | 1,409 | +100.0% | 0.03% | – |
| BKLN | New | POWERSHARES EXCHANGE TRADED FD TR II SENIOR LN PORTetf | $24,000 | – | 1,031 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TR CONSUMERetf | $9,000 | – | 95 | +100.0% | 0.00% | – |
| XLK | New | TECHNOLOGY SECTOR SPDR TRetf | $7,000 | – | 120 | +100.0% | 0.00% | – |
| XLF | New | SELECT SECTOR SPDR TR FINANCIALetf | $6,000 | – | 230 | +100.0% | 0.00% | – |
| KRE | New | SPDR SER TR S&P REGL BKG ETFetf | $2,000 | – | 45 | +100.0% | 0.00% | – |
| XLRE | New | REAL ESTATE SELECT SECTOR SPDR ETFetf | $1,000 | – | 32 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-07-12
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.