Interactive Financial Advisors, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Interactive Financial Advisors, Inc.

CIK Number: 0001419099

205.14M
Market Value
82
# of Holdings
29 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 29, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IVV iShares Core S&...
660.91
+0.83% 45.13K +1.04% 25.36M 453.32 13.39% Share
2 AGG iShares Core U....
100.63
+0.19% 144.38K +0.82% 14.28M 97.03 7.54% Share
3 VIG Vanguard Divide...
216.56
+0.90% 58.91K -0.9% 11.43M 162.98 6.04% Share
4 VEA Vanguard Develo...
60.07
+1.11% 205.22K +3.70% 10.43M 49.89 5.51% Share
5 QQQ Invesco QQQ Tru...
584.09
+0.58% 20.2K +4.34% 9.47M 437.66 5.00% Share
6 QUAL iShares MSCI US...
191.55
+1.04% 40.41K +3.75% 6.91M 140.93 3.65% Share
7 TLT iShares 20+ Yea...
90.31
+0.64% 71.95K +10.17% 6.55M 97.57 3.46% Share
8 SPIB SPDR Portfolio ...
33.97
+0.16% 159.75K +1.25% 5.31M 32.43 2.80% Share
9 ESG FlexShares STOX...
152.19
+1.06% 35.23K -1.77% 4.73M 125.23 2.50% Share
10 GOVT iShares U.S. Tr...
23.20
+0.13% 200.11K +1.35% 4.6M 22.61 2.43% Share
11 SLYV SPDR S&P 600 Sm...
89.77
+2.16% 57.39K +4.33% 4.5M 80.15 2.38% Share
12 SLYG SPDR S&P 600 Sm...
95.17
+2.16% 54.04K +4.60% 4.49M 86.4 2.37% Share
13 BNDX Vanguard Total ...
49.51
+0.06% 89.44K +1.22% 4.37M 48.96 2.31% Share
14 VV Vanguard Large ...
303.83
+0.80% 16.33K +5.61% 4.2M 229.55 2.22% Share
15 IGM iShares Expande...
122.41
+0.24% 45.94K +0.51% 4.17M 64.19 2.20% Share
16 EFV iShares MSCI EA...
68.16
+1.04% 66.78K -1.15% 3.94M 50.06 2.08% Share
17 IWN iShares Russell...
177.45
+1.60% 23.85K -0.81% 3.6M 149.23 1.90% Share
18 SPGM SPDR Portfolio ...
73.90
+0.93% 54.07K -0.62% 3.37M 57.5 1.78% Share
19 XLV Health Care Sel...
139.68
+1.71% 22.79K +13.20% 3.33M 135.67 1.76% Share
20 ITA iShares U.S. Ae...
200.06
+0.58% 20.52K -0.71% 3.14M 116.52 1.66% Share
21 LQD iShares iBoxx $...
112.20
+0.46% 24.78K -1.63% 2.69M 122.46 1.42% Share
22 ANGL VanEck Fallen A...
29.55
+0.19% 92.17K +1.27% 2.66M 28.15 1.41% Share
23 XLK Technology Sele...
270.91
+0.28% 11.88K +6.50% 2.45M 199.95 1.30% Share
24 IGIB iShares 5-10 Ye...
54.30
+0.24% 44.08K -0.03% 2.32M 53.54 1.22% Share
25 VO Vanguard Mid Ca...
293.64
+1.36% 8.43K -0.47% 2.18M 222.99 1.15% Share
26 XLP Consumer Staple...
80.58
+0.80% 25.01K -3.19% 2.04M 66.86 1.08% Share
27 XLU Utilities Selec...
85.03
+0.48% 25.34K +2.44% 2M 64.66 1.06% Share
28 AAPL Apple Inc.
230.03
+1.43% 8.1K 0.00% 1.8M 170.4 0.95% Share
29 FIW First Trust Wat...
113.60
+2.09% 16.49K -2.79% 1.66M 92.15 0.88% Share
30 VYM Vanguard High D...
142.04
+0.90% 12.76K -2.05% 1.65M 108.9 0.87% Share
31 XLE Energy Select S...
89.10
-0.01% 16.2K +27.15% 1.51M 80.25 0.80% Share
32 IDHQ Invesco S&P Int...
33.60
+1.20% 44.61K -0.19% 1.34M 28.84 0.71% Share
33 TIP iShares TIPS Bo...
111.83
+0.17% 10.12K +0.01% 1.12M 113.61 0.59% Share
34 VFQY Vanguard U.S. Q...
152.26
+1.57% 8.13K -0.45% 1.09M 104.37 0.57% Share
35 RAVI FlexShares Read...
75.48
+0.03% 12.5K -36.29% 944.67K 75.14 0.50% Share
36 SMH VanEck Semicond...
303.93
+1.03% 4.07K +6.07% 861.37K 143.65 0.46% Share
37 VCIT Vanguard Interm...
84.49
+0.30% 9.96K +0.20% 814.53K 79.57 0.43% Share
38 VPU Vanguard Utilit...
184.28
+0.59% 4.59K -0.61% 783.68K 144.18 0.41% Share
39 VOO Vanguard S&P 50...
604.58
+0.82% 1.51K -6.6% 778.5K 421.35 0.41% Share
40 SPHD Invesco S&P 500...
49.59
+0.95% 15.33K +0.17% 769.84K 42.89 0.41% Share
41 DGRW WisdomTree U.S....
88.91
+0.99% 9.13K -1.82% 728.77K 49.56 0.39% Share
42 JPSE JPMorgan Divers...
50.57
+1.90% 16.66K -0.95% 726.34K 43.65 0.38% Share
43 GATX GATX Corporatio...
171.33
+1.71% 4.5K +0.09% 699.34K 107.97 0.37% Share
44 TDTT FlexShares iBox...
24.39
-0.06% 27.44K -0.48% 668.91K 23.73 0.35% Share
45 REZ iShares Residen...
85.19
+1.18% 7.71K -4.92% 666.31K 66.69 0.35% Share
46 SCHH Schwab U.S. REI...
21.79
+1.54% 30.6K -4.2% 658.17K 19.96 0.35% Share
47 JPUS JPMorgan Divers...
124.76
+1.04% 5.58K +0.02% 642.26K 106.19 0.34% Share
48 PAVE Global X U.S. I...
47.15
+1.62% 15.81K +2.18% 596.51K 37.9 0.32% Share
49 DHS WisdomTree U.S....
101.60
+1.21% 5.95K -2.36% 589.79K 76.91 0.31% Share
50 SPY SPDR S&P 500 ET...
657.61
+0.83% 1.05K -2.14% 587.77K 467.64 0.31% Share
51 JQUA JPMorgan U.S. Q...
62.83
+1.27% 10.22K 0.00% 577.01K 47.42 0.30% Share
52 USB U.S. Bancorp
49.33
+0.25% 13.46K 0.00% 568.37K 39.89 0.30% Share
53 ARKK ARK Innovation ...
78.27
+3.59% 11.94K -3.66% 568.11K 38.85 0.30% Share
54 XT iShares Exponen...
69.87
+1.13% 9.54K -1.28% 549.12K 53.95 0.29% Share
55 XLB Materials Selec...
92.58
+2.06% 6.21K +3.47% 533.51K 85.62 0.28% Share
56 ALL The Allstate Co...
202.43
+1.20% 2.38K 0.00% 492K 122.77 0.26% Share
57 AGZD WisdomTree Inte...
22.45
+0.25% 20.93K -2% 467.76K 22.45 0.25% Share
58 IBUY Amplify Online ...
76.00
+1.07% 7.6K +0.16% 457.07K 60.72 0.24% Share
59 VCR Vanguard Consum...
394.75
+1.87% 1.36K +1.04% 443.66K 275.43 0.23% Share
60 IGE iShares North A...
48.41
+0.48% 9.43K -3.98% 428.72K 32.28 0.23% Share
61 ACWX iShares MSCI AC...
64.50
+1.16% 7.5K -1.87% 416.14K 48.36 0.22% Share
62 AEP American Electr...
108.74
+0.37% 3.5K 0.00% 382.44K 82.21 0.20% Share
63 SHY iShares 1-3 Yea...
82.94
+0.04% 4.61K -1.39% 381.1K 82.07 0.20% Share
64 IVE iShares S&P 500...
204.39
+1.24% 1.99K -0.05% 378.93K 165.26 0.20% Share
65 MSFT Microsoft Corpo...
501.01
+0.13% 1K 0.00% 375.39K 373 0.20% Share
66 AMZN Amazon.com, Inc...
229.95
-0.16% 1.92K 0.00% 365.68K 151.94 0.19% Share
67 MUB iShares Nationa...
106.47
+0.36% 3.45K -0.92% 363.35K 106.99 0.19% Share
68 EFA iShares MSCI EA...
93.37
+1.07% 4.39K -1.19% 358.81K 73.51 0.19% Share
69 GILD Gilead Sciences...
117.86
+2.26% 3.2K 0.00% 358.56K 60.21 0.19% Share
70 PFF iShares Preferr...
32.05
+0.56% 10.71K +0.71% 329.21K 34.13 0.17% Share
71 EFAV iShares MSCI EA...
86.39
+0.84% 3.49K +0.93% 271.86K 68.8 0.14% Share
72 IWM iShares Russell...
240.78
+1.84% 1.34K -0.15% 268.46K 193.34 0.14% Share
73 VCSH Vanguard Short-...
79.95
+0.08% 3.31K -1.4% 261.1K 77.38 0.14% Share
74 TSLA Tesla, Inc.
368.81
+6.04% 1K 0.00% 259.16K 261.63 0.14% Share
75 VOX Vanguard Commun...
187.61
+0.93% 1.67K -15.37% 247.66K 112.74 0.13% Share
76 CVX Chevron Corpora...
158.25
+0.29% 1.48K 0.00% 246.92K 159.28 0.13% Share
77 USDU WisdomTree Bloo...
26.23
-0.23% 8.68K -1.06% 236.53K 26.28 0.12% Share
78 MS Morgan Stanley
156.49
+1.54% 2K 0.00% 233.34K 104.24 0.12% Share
79 FLOT iShares Floatin...
50.92
+0.01% 4.54K -1.22% 231.96K 50.62 0.12% Share
80 IEI iShares 3-7 Yea...
120.01
+0.03% 1.86K -1.79% 220.17K 117.81 0.12% Share
81 PZA Invesco Nationa...
23.03
+0.83% 9.46K +3.06% 217.89K 23.92 0.12% Share
82 SO The Southern Co...
92.14
+0.63% 2.21K +100.00% 203.03K 91.95 0.11% Share