Interactive Financial Advisors Portfolio Holdings

Interactive Financial Advisors

  • $184 Million
  • Q4 2024

Interactive Financial Advisors has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $184 Million distributed in 86 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26.3M, Ishares Core U.S. Aggregate Bo with a value of $13.9M, Vanguard Dividend Appreciation with a value of $10.8M, Invesco Qqq Trust, Series 1 with a value of $9.9M, and Vanguard Ftse Developed Market with a value of $9.46M.

Examining the 13F form we can see an decrease of $3.09M in the current position value, from $187M to 184M.

Interactive Financial Advisors is based out at Chicago, IL

Below you can find more details about Interactive Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $184 Million
ETFs: $178 Million
Technology: $2.45 Million
Financial Services: $1.35 Million
Consumer Cyclical: $824,000
Industrials: $697,000
Utilities: $322,000
Healthcare: $295,000
Energy: $213,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.3 Million 14.29% of portfolio
44,659
Q4 2024 Added 0.8%
$0
$13.9 Million 7.54% of portfolio
143,213
Q4 2024 Added 0.74%
$0
$10.8 Million 5.88% of portfolio
59,440
Q4 2024 Reduced 0.74%
$0
$9.9 Million 5.38% of portfolio
19,362
Q4 2024 Added 5.17%
$0
$9.46 Million 5.14% of portfolio
197,903
Q4 2024 Added 3.37%
$0
$6.94 Million 3.77% of portfolio
38,947
Q4 2024 Added 2.0%
$0
$5.7 Million 3.1% of portfolio
65,308
Q4 2024 Reduced 9.62%
$0
$5.17 Million 2.81% of portfolio
157,775
Q4 2024 Added 1.3%
$0
$4.8 Million 2.61% of portfolio
55,008
Q4 2024 Added 1.57%
$0
$4.67 Million 2.54% of portfolio
45,704
Q4 2024 Added 6.49%
$0
$4.67 Million 2.54% of portfolio
51,659
Q4 2024 Added 1.86%
$0
$4.54 Million 2.47% of portfolio
197,451
Q4 2024 Added 2.24%
$0
$4.33 Million 2.35% of portfolio
88,355
Q4 2024 Added 0.68%
$0
$4.17 Million 2.27% of portfolio
15,467
Q4 2024 Reduced 9.99%
$0
$3.95 Million 2.15% of portfolio
24,049
Q4 2024 Added 0.73%
$0
$3.54 Million 1.93% of portfolio
67,552
Q4 2024 Added 2.2%
$0
$3 Million 1.63% of portfolio
20,664
Q4 2024 Added 2.44%
$0
$2.77 Million 1.51% of portfolio
20,136
Q4 2024 Added 4.13%
$0
$2.69 Million 1.46% of portfolio
25,194
Q4 2024 Reduced 1.97%
$0
$2.61 Million 1.42% of portfolio
91,014
Q4 2024 Added 0.75%
$0
$2.59 Million 1.41% of portfolio
11,150
Q4 2024 Added 9.98%
$0
$2.27 Million 1.23% of portfolio
44,092
Q4 2024 Added 1.01%
$0
$2.24 Million 1.22% of portfolio
8,468
Q4 2024 Added 5.4%
$3.66T
$2.03 Million 1.1% of portfolio
8,096
Q1 2024 Reduced 22.95%
$0
$1.96 Million 1.07% of portfolio
25,833
Q4 2024 Reduced 10.08%
$0
$1.87 Million 1.02% of portfolio
24,740
Q4 2024 Added 4.04%
$0
$1.73 Million 0.94% of portfolio
16,968
Q4 2024 Reduced 0.32%
$0
$1.66 Million 0.9% of portfolio
13,023
Q4 2024 Added 3.42%
$0
$1.47 Million 0.8% of portfolio
19,618
Q4 2024 Added 118.32%
$0
$1.27 Million 0.69% of portfolio
44,697
Q4 2024 Added 9.22%
$0
$1.15 Million 0.62% of portfolio
8,162
Q4 2024 Reduced 2.11%
$0
$1.09 Million 0.59% of portfolio
12,738
Q4 2024 Reduced 15.38%
$0
$1.08 Million 0.59% of portfolio
10,118
Q4 2024 Reduced 11.33%
$0
$929,000 0.5% of portfolio
3,840
Q4 2024 Added 8.29%
$0
$873,000 0.47% of portfolio
1,621
Q4 2024 Reduced 6.57%
$0
$789,000 0.43% of portfolio
16,821
Q4 2024 Added 1.15%
$0
$798,000 0.43% of portfolio
9,942
Q4 2024 Added 1.86%
$0
$752,000 0.41% of portfolio
9,294
Q4 2024 Reduced 3.07%
$0
$754,000 0.41% of portfolio
4,616
Q4 2024 Reduced 3.39%
$0
$739,000 0.4% of portfolio
15,300
Q4 2024 Reduced 2.67%
$0
$703,000 0.38% of portfolio
12,393
Q4 2024 Reduced 5.3%
$5.82B
$697,000 0.38% of portfolio
4,500
Q1 2024 Added 130.06%
$0
$672,000 0.37% of portfolio
31,938
Q4 2024 Reduced 5.5%
$0
$656,000 0.36% of portfolio
8,109
Q4 2024 Reduced 6.09%
$0
$650,000 0.35% of portfolio
27,567
Q4 2024 Reduced 19.2%
$0
$636,000 0.35% of portfolio
5,574
Q4 2024 Reduced 3.31%
$70.2B
$643,000 0.35% of portfolio
13,462
Q1 2024 Added 99.64%
$0
$628,000 0.34% of portfolio
1,073
Q4 2024 Reduced 3.85%
$0
$633,000 0.34% of portfolio
7,033
Q4 2024 Reduced 0.62%

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $184 Million
  • Prior Value $187 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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