investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best
Nothings Found.

Reported Holdings Of The
Interactive Financial Advisors Inc

Legal Name: INTERACTIVE FINANCIAL ADVISORS, INC.

Period of report: Jun 30, 2019
Effectiveness Date: Jul 17, 2019

Security Shares Held / Principal Amount Market Value Option
ISHARES (464287390) 715,933 $24,156k
ISHARES TR CORE S&P500 ETF (464287200) 68,053 $20,059k
ISHARES (464287242) 152,833 $19,008k
ISHARES TR CORE US AGGBD ET (464287226) 137,462 $15,306k
VANGUARD GROUP (921908844) 107,455 $12,375k
ISHARES TR 20 YR TR BD ETF (464287432) 75,204 $9,988k
ISHARES (464287630) 73,406 $8,845k
ISHARES (464288877) 182,818 $8,788k
INVESCO CURNCYSHS SWISS FRAN (46138R108) 75,870 $7,201k
ISHARES (464288638) 108,569 $6,183k
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858) 143,755 $6,114k
VANGUARD INDEX FDS REAL ESTATE ETF (922908553) 68,386 $5,977k
VANGUARD CHARLOTTE FDS (92203J407) 93,630 $5,365k
ISHARES TR US AER DEF ETF (464288760) 23,336 $4,999k
SPDR GOLD TR GOLD (78463V107) 30,238 $4,028k
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858) 82,015 $3,421k
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363) 12,250 $3,297k
SCHWAB STRATEGIC TR US REIT ETF (808524847) 62,645 $2,784k
ISHARES (464288562) 38,057 $2,775k
ISHARES SILVER TRUST (46428Q109) 188,854 $2,706k
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209) 28,926 $2,680k
Netflix Inc (64110L106) 6,627 $2,434k
ISHARES NORTH AMERICAN NATURAL RESOURCES (464287374) 78,825 $2,420k
Facebook Inc (30303M102) 11,947 $2,306k
VANGUARD INDEX FDS (922908637) 14,359 $1,934k
Amazon.com Inc (023135106) 725 $1,373k
SELECT SECTOR SPDR TR SBI INT-UTILS (81369Y886) 22,367 $1,334k
Apple Inc (037833100) 6,727 $1,331k
First Tr Exchange Traded Fd Wt (33733B100) 23,030 $1,260k
VANGUARD WHITEHALL FDS INC (921946406) 13,892 $1,214k
ISHARES TR (464287457) 14,239 $1,207k
ALIBABA GROUP HLDG LTD (01609W102) 6,432 $1,090k
SELECT SECTOR SPDR TR SBI CONS STPLS (81369Y308) 18,410 $1,069k
Mfc Flexshares TR TR IBoxx 3 Yr Target Duration TIPS Index Fd (33939L506) 38,584 $953k
WILMINGTON US TREASURY MONEY MARKET FUND ADMIN CLASS (97181C480) 947,164 $947k
ISHARES TR (464288687) 24,458 $901k
ISHARES TR 3 7 YR TREAS BD (464288661) 7,077 $890k
ISHARES TR (464287176) 6,626 $765k
ISHARES TR NATIONAL MUN ETF (464288414) 6,679 $755k
SPDR SERIES TRUST (78464A870) 7,604 $667k
INVESCO EXCHNG TRADED FD TR (46138E537) 23,340 $610k
Fidelity Contrafund (316071109) 45,462 $599k
VANGUARD SELECTED VALUE FUND INVESTOR CLASS (921946109) 22,462 $597k
HARBOR CAPITAL APPRECIATN-INST (411511504) 7,916 $594k
AMERICAN FUNDS AMCAP FUND CLASS F-3 (023375777) 18,405 $594k
FLEXSHARES TR (33939L886) 7,792 $590k
DODGE& COX STK FUND (256219106) 3,142 $588k
INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL (46138E362) 13,773 $580k
ISHARES TR (464288653) 3,530 $505k
ISHARES (464287465) 7,180 $472k
MERK HARD CURRENCY FUND INV CLASS (34984T402) 50,007 $462k
SELECT SECTOR SPDR (81369Y506) 7,259 $462k
ISHARES TR S&P 500 VAL ETF (464287408) 3,882 $453k
JP MORGAN EXCHANGE TRADED FD (46641Q407) 5,702 $427k
ISHARES TR RUSSELL 2000 ETF (464287655) 2,632 $409k
INVESCO EXCHNG TRADED FD TR (46138G805) 12,801 $402k
GATX CORP (361448103) 4,500 $357k
ARK (00214Q104) 7,312 $351k
ISHARES TR MIN VOL EAFE ETF (46429B689) 4,598 $334k
WISDOMTREE TR (97717W208) 4,462 $325k
ISHARES TR (464288240) 6,860 $321k
WISDOMTREE TR (97717X669) 7,118 $311k
AEP (025537101) 3,500 $308k
SPDR S&P 500 ETF TR TR UNIT (78462F103) 985 $289k
SPDR SERIES TRUST (78464A516) 9,951 $288k
ISHARES TR (464287549) 1,291 $278k
ISHARES (464287168) 2,731 $272k
ADVISORS PREFERRED TRUST THE GOLD BULLION STRATEGY FUND INVESTOR CLASS (00771F202) 11,242 $264k
ALLSTATE CORP (020002101) 2,376 $242k
ISHARES GOLD TRUST ISHARES (464285105) 15,261 $206k
WISDOMTREE TR (97717W380) 4,236 $202k
ISHARES TR JPMORGAN USD EMG (464288281) 1,710 $194k
VANGUARD SCOTTSDALE FDS (92206C870) 2,081 $187k
DTE ENERGY CO (233331107) 1,386 $177k
INVESCO EXCHANGE TRADED FD T (46137V407) 3,593 $164k
Chevron Corp (166764100) 1,236 $154k
MGE ENERGY INC (55277P104) 2,000 $146k
PROSHARES TR (74348A467) 2,058 $143k
JP MORGAN EXCHANGE TRADED FD (46641Q209) 2,606 $142k
ISHARES TR S&P 500 GRWT ETF (464287309) 792 $142k
NEXTERA ENERGY INC (65339F101) 662 $136k
FRANKLIN INCOME FUND CLASS C (353496805) 56,663 $134k
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD (92206C409) 1,623 $131k
SOUTHERN CO (842587107) 2,208 $122k
ISHARES INC (464286327) 12,703 $118k
SPDR INDEX SHS FDS (78463X749) 2,274 $113k
AMPLIFY ETF TR AMPLIFY ONLINE RETAIL ETF (032108102) 2,141 $106k
VANGUARD WORLD FDS CONSUM DIS (92204A108) 584 $105k
VANGUARD INDEX FDS VALUE ETF (922908744) 950 $105k
WISDOMTREE TR (97717W471) 3,740 $102k
ISHARES FLT (46429B655) 1,983 $101k
VANGUARD SCOTTSDALE FDS (92206C847) 1,181 $96k
VANGUARD INTL EQUITY INDEX FD (922042676) 1,501 $89k
MORGAN STANLEY (617446448) 2,000 $88k
MERCK & CO INC (58933Y105) 1,000 $84k
VANGUARD INDEX FDS TOTAL STK MKT (922908769) 554 $83k
DISCOVER FINL SVCS (254709108) 1,000 $78k
ISHARES TR COHEN&ST RLTY (464287564) 685 $77k
ALPHABET INC (02079K305) 70 $76k
AT&T INC (00206R102) 2,100 $70k
MICROSOFT CORP (594918104) 500 $67k
Exxon Mobil Corp (30231G102) 800 $61k
ISHARES TR BARCLAYS 7 10 YR (464287440) 477 $52k
VISA INC COM CL A (92826C839) 294 $51k
SPDR SERIES TRUST (78464A490) 899 $50k
ISHARES GLO (464287341) 1,497 $49k
UNIVERSAL HEALTH RLTY INCM T (91359E105) 560 $48k
Boeing Co/The (097023105) 100 $36k
CONSOLDTD EDISON INC (209115104) 400 $35k
ALTRIA GROUP INC (02209S103) 700 $33k
AMEREN CORPORATION (023608102) 444 $33k
ISHARES (464288646) 595 $32k
UNILEVER PLC (904767704) 500 $31k
VANGUARD INDEX FDS GROWTH ETF (922908736) 181 $30k
TRAVELERS CO(THE) (89417E109) 197 $29k
iShares Short Term Nat'l Muni (464288158) 264 $28k
DOMINION ENERGY INC (25746U109) 335 $26k
LILLY ELI & CO (532457108) 205 $23k
Gabelli Dividend & Income Trust (36242H104) 1,000 $22k
NORFOLK SOUTHERN (655844108) 98 $20k
SPDR SERIES TRUST (78468R622) 166 $18k
INVESCO BRIC ETF (46137V209) 492 $18k
ISHARES TR IBOXX HI YD ETF (464288513) 210 $18k
PFIZER INC (717081103) 400 $17k
JOHN HANCOCK GOVT INCOME FUND CLASS A (41014P854) 1,693 $16k
ALLIANZGI EQUITY & CONV INCO (018829101) 700 $15k
JOHNSON & JOHNSON (478160104) 100 $14k
VANGUARD WORLD FDS (92204A884) 161 $14k
ISHARES GLOBAL MATERIALS ETF (464288695) 218 $14k
FORD MOTOR CO (345370860) 1,400 $14k
GENERAL ELECTRIC CO (369604103) 1,000 $11k
COHEN & STEERS PREFERRED SECURITIES & INCOME FUND CLASS A (19248X109) 686 $9k
KRAFT HEINZ CO (500754106) 225 $7k
VANGUARD INDEX FDS SM CP VAL ETF (922908611) 54 $7k
ETF MG ALTERNATIVE HARVEST ETF (269246508) 133 $4k
MOTOROLA SOLUTIONS (620076307) 20 $3k
Schlumberger Ltd (806857108) 55 $2k
VANGUARD INTL EQUITY (922042718) 11 $1k

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.


Recently Searched Firms

Please note: Search data is accumulated by 3rd party and refreshed once per day.

Copyright © 2023 by InvestingReview.org / All Rights Reserved.