Interactive Financial Advisors Portfolio Holdings by Sector
Interactive Financial Advisors
- $197 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV AGG VEA QQQ VIG RAVI TLT QUAL 72 stocks |
$190,664
96.8% of portfolio
|
  17  
|
  53  
|
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,663
0.84% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Rental & Leasing Services | Industrials
GATX 1 stocks |
$691
0.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
USB 1 stocks |
$609
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
AEP SO 2 stocks |
$565
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$500
0.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$478
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$423
0.21% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD 1 stocks |
$354
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$318
0.16% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS 1 stocks |
$282
0.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX 1 stocks |
$211
0.11% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$208
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|