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CIK: 0001419099
Total reported value
$164.1M
$164.1M
86 檔
43.4%
As reported in its official Q4 2024 Form 13F filing, Interactive Financial Advisors, Inc.'s tracked investment portfolio stood at $164.1M with 86 total positions.
During Q4 2024, Interactive Financial Advisors, Inc. performed routine portfolio adjustments (0 new buys, 39 additions, 35 trims, and 3 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.78% | +0.30% | +0.80% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.27% | -0.53% | +0.74% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.10% | -0.19% | -0.74% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.19% | +1.07% | +5.17% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.96% | +0.12% | +3.37% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.63% | +0.29% | +2.00% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.99% | -0.28% | -9.62% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.71% | -0.22% | +1.30% | |
| 9 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 2.59% | -0.04% | -1.59% | |
| 10 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.52% | +0.23% | +1.57% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.45% | +0.44% | +1.86% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.45% | +0.68% | +6.49% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.38% | -0.20% | +2.24% | |
| 14 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.27% | -0.17% | +0.68% | |
| 15 | VV | Vanguard Large-cap ETF | ETF-Other | 2.19% | +0.18% | -9.99% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 2.07% | -0.03% | +0.73% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.86% | -0.19% | +2.20% | |
| 18 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.81% | +0.08% | +6.25% | |
| 19 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.57% | -0.17% | +2.44% | |
| 20 | XLV | Ss Health Care Select Sector | ETF-Other | 1.45% | -0.14% | +4.13% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.41% | -0.05% | -1.97% | |
| 22 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.37% | -0.08% | +0.75% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.36% | +0.27% | +9.98% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.19% | -0.09% | +1.01% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.17% | +0.08% | +5.40% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.06% | — | -10.08% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.06% | — | — | |
| 28 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.98% | -0.08% | +4.04% | |
| 29 | FIW | First Trust Water ETF | ETF-Other | 0.91% | +0.04% | -0.32% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.09% | +3.42% | |
| 31 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 0.77% | -0.15% | +118.32% | |
| 32 | IDHQ | Invesco S&p International De | ETF-Other | 0.66% | +0.10% | +9.22% | |
| 33 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.60% | +0.02% | -2.11% | |
| 34 | XLE | Ss Energy Select Sector | ETF-Other | 0.57% | -0.13% | -15.38% | |
| 35 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.57% | -0.06% | -11.33% | |
| 36 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.50% | -0.01% | -1.78% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.49% | +0.19% | +8.29% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | +0.06% | -6.57% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.42% | -0.01% | +1.86% | |
| 40 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.41% | — | +1.15% | |
| 41 | VPU | Vanguard Utilities ETF | ETF-Other | 0.40% | -0.06% | -3.39% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.39% | +0.01% | -3.07% | |
| 43 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.39% | -0.04% | -2.67% | |
| 44 | ARKK | Ark Innovation ETF | ETF-Other | 0.37% | +0.05% | -5.30% | |
| 45 | GATX | Gatx CORP | Stock-Industrials | 0.37% | -0.01% | — | |
| 46 | SCHH | Schwab US Reit ETF | ETF-Other | 0.35% | +0.01% | -5.50% | |
| 47 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.34% | +0.01% | -6.09% | |
| 48 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.34% | -0.05% | -19.20% | |
| 49 | USB | US Bancorp | Stock-Financials | 0.34% | +0.04% | — | |
| 50 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.33% | -0.02% | -3.31% |
According to official SEC Form 13F filings, Interactive Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $164.1M across 86 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 43.4% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
IAU
前期市值: $1.1M
During Q4 2024, Interactive Financial Advisors, Inc.'s top holdings by market value included IVV (13.8%)、AGG (7.3%)、VIG (6.1%). The largest single position, IVV, represented 13.8% of total portfolio value.
In Q4 2024, Interactive Financial Advisors, Inc. made 77 total portfolio adjustments, initiating 0 new buys, adding to 39 positions, trimming 35 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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