Interactive Financial Advisors Reduced Holdings in Q3 2025

Interactive Financial Advisors

  • $179 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-13.2K
- 22.65%
N/A
45.1K $8.22M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-17K
- 12.24%
$97.75 - $100.75 $1.66M - $1.71M
122K $12.2M
AAPL
Apple Inc.

Technology
-7.1K
- 87.53%
$202.38 - $256.87 $1.44M - $1.82M
1.01K $257K
ITA
Ishares Tr

ETFs
-8.07K
- 39.65%
$184.73 - $209.26 $1.49M - $1.69M
12.3K $2.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.26K
- 16.81%
$546.99 - $602.2 $1.78M - $1.96M
16.1K $9.69M
IGM
Ishares Expanded Tech Sector E

ETFs
-12.2K
- 26.6%
$110.96 - $127.67 $1.36M - $1.56M
33.8K $4.25M
FIW
First Trust Water ETF

ETFs
-8.15K
- 49.37%
$107.54 - $115.08 $877K - $938K
8.36K $939K
IVV
Ishares Core S&P 500 ETF

ETFs
-4.26K
- 9.86%
$620.67 - $670.08 $2.64M - $2.85M
38.9K $26M
XLK
Technology Sector Spdr

ETFs
-3.78K
- 32.02%
$250.97 - $282.66 $950K - $1.07M
8.04K $2.26M
EFV
Msci Eafe Value ETF

ETFs
-13.1K
- 20.16%
$62.79 - $68.42 $822K - $896K
51.8K $3.52M
XLV
Select Sector Spdr Fund Health

ETFs
-4.07K
- 17.93%
$129.01 - $139.72 $525K - $569K
18.6K $2.59M
XLP
Consumer Staples Sector Spdr

ETFs
-5.51K
- 22.23%
N/A
19.3K $1.47M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-8.35K
- 19.06%
$52.55 - $54.37 $439K - $454K
35.5K $1.92M
XLU
Utilities Sector Spdr

ETFs
-5.79K
- 23.09%
$81.14 - $87.32 $470K - $505K
19.3K $1.68M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.66K
- 15.15%
$107.66 - $112.36 $394K - $412K
20.5K $2.29M
IWN
Ishares Russell2000 Val ETF

ETFs
-4.45K
- 18.83%
$157.1 - $178.94 $699K - $796K
19.2K $3.39M
XLE
Energy Sector Spdr

ETFs
-4.42K
- 28.08%
$84.25 - $91.99 $372K - $406K
11.3K $1.01M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-9.92K
- 6.57%
$33.26 - $34.01 $330K - $337K
141K $4.78M
IBUY
Amplify ETF Tr Amplify Online

ETFs
-4.29K
- 58.68%
$69.25 - $78.71 $297K - $337K
3.02K $229K
VCR
Vanguard Consumer Discretionar

ETFs
-766
- 57.77%
$359.61 - $401.35 $275K - $307K
560 $221K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-12.2K
- 6.44%
$22.64 - $23.22 $275K - $282K
177K $4.08M
PAVE
Global X Fds Us Infrastructure

ETFs
-6.67K
- 42.66%
$44.02 - $47.63 $294K - $318K
8.97K $427K
MSFT
Microsoft Corp

Technology
-501
- 49.8%
$491.09 - $535.64 $246K - $268K
505 $261K
XLB
Select Sector Spdr Fd Material

ETFs
-2.63K
- 42.21%
$86.72 - $92.61 $228K - $244K
3.61K $323K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.25K
- 30.89%
$275.84 - $326.36 $344K - $407K
2.79K $911K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-2.66K
- 29.31%
$84.28 - $89.46 $224K - $238K
6.42K $570K
SPY
Spdr S&P 500 ETF Trust

ETFs
-351
- 33.82%
$617.65 - $666.84 $217K - $234K
687 $457K
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
-5.99K
- 6.8%
$28.95 - $29.73 $173K - $178K
82.1K $2.44M
AGZD
Wisdom Tree Interest Rate Hedg

ETFs
-6K
- 29.1%
$22.27 - $22.51 $134K - $135K
14.6K $328K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.89K
- 19.67%
$47.56 - $49.7 $137K - $144K
11.8K $583K
JPUS
Jpmorgan Diversified Return Us

ETFs
-1.16K
- 21.86%
$117.71 - $125.02 $137K - $145K
4.15K $514K
XT
Ishares Tr Exponential Technol

ETFs
-2.37K
- 25.19%
$65.04 - $71.97 $154K - $171K
7.04K $506K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.46K
- 11.33%
$132.9 - $142.03 $193K - $207K
11.4K $1.61M
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.27K
- 12.97%
$81.75 - $84.54 $103K - $107K
8.5K $714K
AMZN
Amazon Com Inc

Consumer Cyclical
-425
- 22.01%
$211.65 - $238.24 $90K - $101K
1.51K $330K
DHS
Wisdomtree Tr U.S

ETFs
-1.18K
- 19.92%
$96.42 - $101.82 $113K - $120K
4.73K $476K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-3.06K
- 26.5%
$68.94 - $86.3 $211K - $264K
8.47K $731K
JPSE
J P Morgan Diversified Return

ETFs
-2.91K
- 17.62%
$45.04 - $50.93 $131K - $148K
13.6K $677K
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-2.55K
- 9.3%
$24.08 - $24.5 $61.4K - $62.5K
24.9K $605K
VOX
Vanguard Communication Service

ETFs
-389
- 24.22%
$169.0 - $192.17 $65.7K - $74.8K
1.22K $228K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-2.36K
- 7.55%
$20.76 - $21.78 $49K - $51.4K
28.9K $622K
REZ
Ishares Tr Residential And Mul

ETFs
-612
- 7.81%
$81.06 - $85.23 $49.6K - $52.2K
7.23K $614K
TIP
Ishares Tr Tips Bd ETF

ETFs
-374
- 3.82%
$109.11 - $111.88 $40.8K - $41.8K
9.43K $1.05M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-324
- 7.54%
$82.38 - $83.0 $26.7K - $26.9K
3.97K $329K
ACWX
Ishares Msci Acwi Ex Us ETF

ETFs
-872
- 11.67%
$60.01 - $65.01 $52.3K - $56.7K
6.6K $429K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-346
- 7.87%
$87.29 - $93.61 $30.2K - $32.4K
4.05K $378K
IVE
Ishares S&P 500 Value ETF

ETFs
-135
- 7.71%
$194.44 - $206.51 $26.2K - $27.9K
1.62K $333K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-622
- 6.58%
$21.89 - $23.17 $13.6K - $14.4K
8.83K $203K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-117
- 7.67%
$567.77 - $614.76 $66.4K - $71.9K
1.41K $862K
Activity Summary
Buys All Purchases 4 New Holdings 1 Increased Positions 3 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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