Interactive Financial Advisors, INC. — Q4 2013 13F 持股

Name: Interactive Financial Advisors, INC. — 13F Holdings, Q4 2013
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001419099

申报总市值

US$1.5亿

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本季完整持股清单

#	代码	标的名称	资产子类别	占比	占比变动	持仓量变化
1	IVV	Ishares Core S&p 500 ETF	ETF-大型股与成长	18.44%	-0.50%	-0.39%
2	AGG	Ishares Core U.s. Aggregate	ETF-其他	11.95%	-0.02%	+0.65%
3	VIG	Vanguard Dividend Apprec ETF	ETF-其他	9.53%	-0.13%	+0.43%
4	IWN	Ishares Russell 2000 Value E	ETF-中小型股	8.35%	+0.03%	-0.42%
5	EFV	Ishares Msci Eafe Value ETF	ETF-其他	7.58%	—	+1.04%
6	RAVI	Flexshares Ultra-short Incom	ETF-其他	5.42%	+0.23%	+10.35%
7	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	ETF-投资级公司债	5.00%	-0.03%	+4.64%
8	BWX	State Street Spdr Bloomberg	ETF-其他	4.37%	—	+0.62%
9	IGIB	Ishares 5-10y Inv Grade CORP	ETF-投资级公司债	3.40%	-0.03%	+0.13%
10	TLH	Ishares 10-20 Year Treasury	ETF-政府公债	2.54%	—	+2.13%
11	✓	Currencyshares Swiss Franc Tru	股票-其他	2.04%	—	+8.52%
12	TIP	Ishares Tips Bond ETF	ETF-其他	1.64%	+0.03%	-4.13%
13	ACWX	Ishares Msci Acwi Ex US ETF	ETF-其他	1.54%	—	-1.78%
14	VOO	Vanguard S&p 500 ETF	ETF-大型股与成长	1.53%	—	—
15	IGE	Ishares North American Natur	ETF-其他	1.21%	+0.05%	-14.10%
16	SCHH	Schwab US Reit ETF	ETF-其他	0.94%	—	-8.66%
17	SHY	Ishares 1-3 Year Treasury Bo	ETF-政府公债	0.94%	—	-2.58%
18	REZ	Ishars Res And Multi Reales	ETF-其他	0.87%	—	-11.12%
19	VYM	Vanguard High Dvd Yield ETF	ETF-其他	0.87%	—	+12.70%
20	IWM	Ishares Russell 2000 ETF	ETF-中小型股	0.86%	—	-9.47%
21	IVE	Ishares S&p 500 Value ETF	ETF-大型股与成长	0.85%	—	-8.24%
22	TDTT	Flexshares Iboxx 3-year Targ	ETF-其他	0.82%	—	-6.93%
23	XLP	Ss Consumer Staples Sel Sect	ETF-其他	0.82%	+0.03%	+30.37%
24	EFA	Ishares Msci Eafe ETF	ETF-其他	0.77%	—	-7.18%
25	XLV	Ss Health Care Select Sector	ETF-其他	0.71%	-0.08%	+4.70%
26	VV	Vanguard Large-cap ETF	ETF-其他	0.71%	-0.36%	+0.59%
27	GLD	Spdr Gold Shares	ETF-避险与商品	0.67%	—	+1.94%
28	XLE	Ss Energy Select Sector	ETF-其他	0.67%	+0.15%	-5.19%
29	IEI	Ishares 3-7 Year Treasury Bo	ETF-政府公债	0.52%	—	-1.22%
30	SLV	Ishares Silver Trust	ETF-避险与商品	0.50%	+0.03%	+23.53%
31	DHS	Wisdomtree US High Dividend	ETF-其他	0.47%	—	-6.99%
32	✓	Federated Prime Cash Series Fund	股票-其他	0.44%	—	-18.42%
33	VCIT	Vanguard Int-term Corporate	ETF-投资级公司债	0.40%	—	-6.89%
34	USMV	Ishares Msci USA Min Vol Fac	ETF-其他	0.37%	—	-84.91%
35	ICF	Ishares Select U.s. Reit ETF	ETF-其他	0.29%	—	-0.63%
36	✓	Guggenheim	股票-其他	0.29%	—	+22.47%
37	XLU	St Sr Utl Sl Se Spdr Etf-usd	ETF-其他	0.19%	+0.07%	+2.52%
38	VCSH	Vanguard S/t CORP Bond ETF	ETF-投资级公司债	0.19%	—	-8.88%
39	IVW	Ishares S&p 500 Growth ETF	ETF-大型股与成长	0.19%	—	-0.64%
40	PFF	Ishares Preferred & Income S	ETF-其他	0.16%	—	-0.41%
41	IAUUSD	Ishares Gold Trust	ETF-避险与商品	0.14%	—	-8.76%
42	VWO	Vanguard Ftse Emerging Marke	ETF-新兴市场	0.10%	—	+6.08%
43	IFGL	Ishares International Develo	ETF-其他	0.09%	—	-3.41%
44	IGSB	Ishares 1-5y Inv Grade CORP	ETF-其他	0.08%	—	-2.50%
45	DVY	Ishares Select Dividend ETF	ETF-其他	0.06%	—	-20.32%
46	✓	Spdr	股票-其他	0.05%	—	-1.87%
47	IEF	Ishares 7-10 Year Treasury B	ETF-政府公债	0.04%	—	-0.94%
48	FDRXX	Fidelity Govt Cash Reserv	股票-其他	0.04%	—	+0.00%
49	✓	Dws Mon Mkt Prime Series- Dws Mon Mkt Fund	股票-其他	0.04%	—	+0.00%
50	UTIXX	Federated Hermes US Tr-inst	股票-其他	0.04%	—	+0.00%

1–50 of 72

本季持股变动

Interactive Financial Advisors, INC. 于截至 Q4 2013 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#	代码	标的名称	占比变动	持仓量变化	异动类型
1	IVV	Ishares Core S&p 500 ETF	+1%	-0.39%	减仓
2	VIG	Vanguard Dividend Apprec ETF	+0.4%	+0.43%	加仓
3	IWN	Ishares Russell 2000 Value E	+0.3%	-0.42%	减仓
4	RAVI	Flexshares Ultra-short Incom	+0.3%	+10.35%	加仓
5	XLP	Ss Consumer Staples Sel Sect	+0.2%	+30.37%	加仓
6	EFV	Ishares Msci Eafe Value ETF	+0.2%	+1.04%	加仓
7	VYM	Vanguard High Dvd Yield ETF	+0.1%	+12.70%	加仓
8	✓	Currencyshares Swiss Franc Tru	+0.1%	+8.52%	加仓
9	LQD	Ishr Ibx Usd Invgd Cb Etf-ui	+0.1%	+4.64%	加仓
10	XLV	Ss Health Care Select Sector	+0.1%	+4.70%	加仓
11	✓	Guggenheim	+0.1%	+22.47%	加仓
12	VV	Vanguard Large-cap ETF	0%	+0.59%	加仓
13	SLV	Ishares Silver Trust	0%	+23.53%	加仓
14	IVW	Ishares S&p 500 Growth ETF	0%	-0.64%	减仓
15	VWO	Vanguard Ftse Emerging Marke	0%	+6.08%	加仓
16	FXI	Ishares China Large-cap ETF	0%	+5.72%	加仓
17	XLU	St Sr Utl Sl Se Spdr Etf-usd	—	+2.52%	加仓
18	WIP	State Street Spdr Ftse Inter	—	-10.44%	减仓
19	MXI	Ishares Global Materials ETF	—	-18.38%	减仓
20	GMF	State Street Spdr S&p Emergi	—	+7.24%	加仓
21	V	Visa Inc-class A Shares	—	—	不变
22	IGSB	Ishares 1-5y Inv Grade CORP	—	-2.50%	减仓
23	ILF	Ishares Latin America 40 ETF	—	+10.85%	加仓
24	DVY	Ishares Select Dividend ETF	0%	-20.32%	减仓
25	PFF	Ishares Preferred & Income S	0%	-0.41%	减仓
26	ACWX	Ishares Msci Acwi Ex US ETF	0%	-1.78%	减仓
27	IFGL	Ishares International Develo	0%	-3.41%	减仓
28	ICF	Ishares Select U.s. Reit ETF	0%	-0.63%	减仓
29	XLE	Ss Energy Select Sector	0%	-5.19%	减仓
30	VCSH	Vanguard S/t CORP Bond ETF	0%	-8.88%	减仓
31	IEI	Ishares 3-7 Year Treasury Bo	0%	-1.22%	减仓
32	DHS	Wisdomtree US High Dividend	0%	-6.99%	减仓
33	IAUUSD	Ishares Gold Trust	0%	-8.76%	减仓
34	VCIT	Vanguard Int-term Corporate	-0.1%	-6.89%	减仓
35	EFA	Ishares Msci Eafe ETF	-0.1%	-7.18%	减仓
36	IWM	Ishares Russell 2000 ETF	-0.1%	-9.47%	减仓
37	SHY	Ishares 1-3 Year Treasury Bo	-0.1%	-2.58%	减仓
38	GLD	Spdr Gold Shares	-0.1%	+1.94%	加仓
39	TDTT	Flexshares Iboxx 3-year Targ	-0.1%	-6.93%	减仓
40	✓	Federated Prime Cash Series Fund	-0.1%	-18.42%	减仓
41	IGIB	Ishares 5-10y Inv Grade CORP	-0.1%	+0.13%	加仓
42	TLH	Ishares 10-20 Year Treasury	-0.1%	+2.13%	加仓
43	SCHH	Schwab US Reit ETF	-0.2%	-8.66%	减仓
44	IGE	Ishares North American Natur	-0.2%	-14.10%	减仓
45	TIP	Ishares Tips Bond ETF	-0.2%	-4.13%	减仓
46	BWX	State Street Spdr Bloomberg	-0.2%	+0.62%	加仓
47	REZ	Ishars Res And Multi Reales	-0.2%	-11.12%	减仓
48	AGG	Ishares Core U.s. Aggregate	-0.5%	+0.65%	加仓
49	USMV	Ishares Msci USA Min Vol Fac	-2%	-84.91%	减仓
50	VOO	Vanguard S&p 500 ETF	—	NEW	新建仓