Interactive Financial Advisors Portfolio Holdings

Interactive Financial Advisors

  • $187 Million
  • Q3 2024

Interactive Financial Advisors has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $187 Million distributed in 89 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 $25.6M, Ishares Core U.S. Aggregate Bo with a value of $14.4M, Vanguard Dividend Appreciation with a value of $10.9M, Vanguard Ftse Developed Market with a value of $10.1M, and Invesco Qqq Trust, Series 1 with a value of $8.99M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $176M to 187M.

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 $187 Million
ETFs: $181 Million
Technology: $2.32 Million
Financial Services: $1.27 Million
Consumer Cyclical: $619,000
Industrials: $595,000
Utilities: $582,000
Healthcare: $268,000
Energy: $217,000
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.98T
$1.89 Million 1.01% of portfolio
8,096
Q1 2024 Reduced 22.95%
$76.6B
$615,000 0.33% of portfolio
13,462
Q1 2024 Added 99.64%
$5.83B
$595,000 0.32% of portfolio
4,500
Q1 2024 Added 130.06%
$52.7B
$450,000 0.24% of portfolio
2,376
Q1 2024 Added 20.73%
$3.3T
$430,000 0.23% of portfolio
1,000
Q2 2024 Reduced 2.53%
$2.29T
$358,000 0.19% of portfolio
1,922
Q1 2024 Reduced 60.17%
$48.9B
$359,000 0.19% of portfolio
3,500
Q1 2024 Reduced 38.09%
$116B
$268,000 0.14% of portfolio
3,200
Q1 2024 Reduced 8.57%
$1.27T
$261,000 0.14% of portfolio
1,000
Q3 2024 New
$307B
$217,000 0.12% of portfolio
1,476
Q1 2024 Reduced 37.88%
$146B
$223,000 0.12% of portfolio
2,648
Q3 2024 New
$215B
$208,000 0.11% of portfolio
2,000
Q3 2024 New
-
$0 0.0% of portfolio
-
Q3 2024 Added 0.93%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $187 Million
  • Prior Value $176 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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