Interactive Financial Advisors Reduced Holdings in Q4 2024

Interactive Financial Advisors

  • $184 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TLT
Ishares Barclays 20+ Year Trea

ETFs
-6.95K
- 9.62%
$87.1 - $98.49 $606K - $685K
65.3K $5.7M
VV
Vanguard Large Cap ETF

ETFs
-1.72K
- 9.99%
$260.27 - $280.65 $447K - $482K
15.5K $4.17M
XLE
Energy Sector Spdr

ETFs
-2.32K
- 15.38%
$83.32 - $97.27 $193K - $225K
12.7K $1.09M
XLP
Consumer Staples Sector Spdr

ETFs
-2.9K
- 10.08%
N/A
25.8K $1.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-505
- 1.97%
$106.56 - $113.11 $53.8K - $57.1K
25.2K $2.69M
TIP
Ishares Tr Tips Bd ETF

ETFs
-1.29K
- 11.33%
$106.33 - $110.69 $137K - $143K
10.1K $1.08M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
-6.55K
- 19.2%
$23.55 - $24.04 $154K - $157K
27.6K $650K
FIW
First Trust Water ETF

ETFs
-54
- 0.32%
$102.02 - $110.91 $5.51K - $5.99K
17K $1.73M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.86K
- 5.5%
$20.55 - $23.26 $38.2K - $43.3K
31.9K $672K
REZ
Ishares Tr Residential And Mul

ETFs
-526
- 6.09%
$79.04 - $89.77 $41.6K - $47.2K
8.11K $656K
VIG
Vanguard Dividend Appreciation

ETFs
-443
- 0.74%
N/A
59.4K $10.8M
VPU
Vanguard Utilities ETF

ETFs
-162
- 3.39%
$160.52 - $179.11 $26K - $29K
4.62K $754K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-44
- 0.62%
$89.81 - $104.0 $3.95K - $4.58K
7.03K $633K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-420
- 2.67%
$47.77 - $51.75 $20.1K - $21.7K
15.3K $739K
JPUS
Jpmorgan Diversified Return Us

ETFs
-191
- 3.31%
$114.05 - $123.77 $21.8K - $23.6K
5.57K $636K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-294
- 3.07%
$80.93 - $85.66 $23.8K - $25.2K
9.29K $752K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-114
- 6.57%
$521.84 - $558.82 $59.5K - $63.7K
1.62K $873K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-176
- 2.11%
$139.44 - $150.37 $24.5K - $26.5K
8.16K $1.15M
IGE
Ishares Tr North Amern Nat Res

ETFs
-511
- 4.95%
$41.52 - $48.01 $21.2K - $24.5K
9.82K $419K
XT
Ishares Tr Exponential Technol

ETFs
-280
- 2.82%
$58.7 - $62.72 $16.4K - $17.6K
9.66K $576K
PAVE
Global X Fds Us Infrastructure

ETFs
-132
- 0.85%
$40.41 - $45.95 $5.33K - $6.07K
15.5K $625K
IVE
Ishares S&P 500 Value ETF

ETFs
-3
- 0.15%
$189.5 - $206.17 $569 - $619
1.99K $379K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-47
- 2.42%
$115.08 - $119.55 $5.41K - $5.62K
1.9K $219K
DHS
Wisdomtree Tr U.S

ETFs
-94
- 1.52%
$92.66 - $100.58 $8.71K - $9.45K
6.09K $568K
SPY
Spdr S&P 500 ETF Trust

ETFs
-43
- 3.85%
$567.81 - $607.81 $24.4K - $26.1K
1.07K $628K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-74
- 1.56%
$81.68 - $82.93 $6.04K - $6.14K
4.67K $382K
MUB
Ishares National Muni Bond ETF

ETFs
-26
- 0.74%
$105.78 - $108.7 $2.75K - $2.83K
3.48K $370K
IWM
Ishares Russell 2000 ETF

ETFs
-3
- 0.22%
$216.13 - $242.4 $648 - $727
1.35K $297K
EWRE
Invesco S&P 500 Equal Weight R

ETFs
-489
- 1.78%
N/A
27K $0
ESG
Flexshares Stoxx Us Esg Select
-579
- 1.59%
N/A
35.9K $0
IBUY
Amplify ETF Tr Amplify Online

ETFs
-288
- 3.66%
$59.83 - $69.71 $17.2K - $20.1K
7.59K $490K
VOX
Vanguard Communication Service

ETFs
-9
- 0.45%
$144.31 - $163.57 $1.3K - $1.47K
1.97K $305K
VCR
Vanguard Consumer Discretionar

ETFs
-64
- 4.53%
$328.51 - $401.37 $21K - $25.7K
1.35K $506K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-693
- 5.3%
$45.39 - $62.98 $31.5K - $43.6K
12.4K $703K
Activity Summary
Buys All Purchases 39 New Holdings 0 Increased Positions 39 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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