HoldingsChannel.com
Interactive Financial Advisors Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD DIVIDEND APPRECIATION VIPERS (VIG) 213,386 +105,931 $25,517
     VIG213,386+105,931$25,517
ISHARES CORE S&P 500 ETF (IVV) 66,118 -1,935 $19,738
     IVV66,118-1,935$19,738
ISHARES IBOXX INVESTMENT GRADE CO ETF (LQD) 145,628 -7,205 $18,565
     LQD145,628-7,205$18,565
ISHARES CORE US AGGREGATE BOND ETF (AGG) 136,788 -674 $15,480
     AGG136,788-674$15,480
SPDR S&P 500 ETF TR TR UNIT (SPY) 41,545 +40,560 $12,329
     SPY41,545+40,560$12,329
ISHARES TR BARCLAYS 20 YR TREAS BD ETF (TLT) 68,040 -7,164 $9,735
     TLT68,040-7,164$9,735
ISHARES TR RUSSELL 2000 VALUE ETF (IWN) 71,939 -1,467 $8,590
     IWN71,939-1,467$8,590
ISHARES MSCI EAFE VALUE ETF (EFV) 180,649 -2,169 $8,557
     EFV180,649-2,169$8,557
INVESCO CURRENCYSHARES SWISS FRANC TRUST (FXF) 76,774 +904 $7,111
     FXF76,774+904$7,111
VANGUARD REAL ESTATE ETF (VNQ) 68,149 -237 $6,355
     VNQ68,149-237$6,355
ISHARES INTERMEDIATE TERM CORPORATE BOND ETF (IGIB) 102,776 -5,793 $5,953
     IGIB102,776-5,793$5,953
VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD (BNDX) 92,304 -1,326 $5,430
     BNDX92,304-1,326$5,430
ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD (ITA) 23,956 +620 $5,383
     ITA23,956+620$5,383
VANGUARD TOTAL STOCK MARKET VIPERS (VTI) 33,188 +32,634 $5,011
     VTI33,188+32,634$5,011
VANGUARD TAX MANAGED INTL FD MSCI (VEA) 103,905 +21,890 $4,268
     VEA103,905+21,890$4,268
APPLE COMPUTER INC COM 18,748 +12,021 $4,199
     AAPL18,748+12,021$4,199
ISHARES RESIDENTIAL REAL ESTATE ETF (REZ) 47,329 +9,272 $3,761
     REZ47,329+9,272$3,761
SCHWAB STRATEGIC TR US REIT ETF (SCHH) 79,294 +16,649 $3,740
     SCHH79,294+16,649$3,740
VANGUARD INDEX FDS S&P 500 ETF SHS NEW (VOO) 12,460 +210 $3,397
     VOO12,460+210$3,397
SPDR GOLD TR GOLD SHS (GLD) 21,710 -8,528 $3,015
     GLD21,710-8,528$3,015
ISHARES NORTH AMERICAN NATURAL RES ETF (IGE) 99,857 +21,032 $2,904
     IGE99,857+21,032$2,904
SELECT SECTOR SPDR FD HEALTH CARE (XLV) 25,046 -3,880 $2,257
     XLV25,046-3,880$2,257
ISHARES SILVER TRUST (SLV) 140,463 -48,391 $2,236
     SLV140,463-48,391$2,236
VANGUARD LARGE CAP VIPERS (VV) 14,932 +573 $2,036
     VV14,932+573$2,036
AMAZON.COM INC 988 +263 $1,715
     AMZN988+263$1,715
FACEBOOK INC CL A 9,498 -2,449 $1,691
     FB9,498-2,449$1,691
UTILITIES SELECT SECTOR SPDR FUND (XLU) 23,662 +1,295 $1,532
     XLU23,662+1,295$1,532
FIRST TRUST WATER ETF (FIW) 25,113 +2,083 $1,409
     FIW25,113+2,083$1,409
VANGUARD HIGH DIVIDE (VYM) 13,885 -7 $1,232
     VYM13,885-7$1,232
ISHARES TR BARCLAYS 1 3 TREAS BD ETF (SHY) 14,205 -34 $1,205
     SHY14,205-34$1,205
FIDELITY CONTRAFUND RETAIL CLASS      $1,136
     M88,353+42,891$1,136
CONSUMER STAPLES SPDR (XLP) 18,405 -5 $1,130
     XLP18,405-5$1,130
FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD (TDTT) 39,194 +610 $964
     TDTT39,194+610$964
ISHARES TR 3 7 YR TREAS BD ETF (IEI) 7,046 -31 $893
     IEI7,046-31$893
WILMINGTON US TREASURY MONEY MARKET FUND ADMIN CLASS      $886
     MM886,443-60,721$886
ISHARES TR S&P US PFD STOCK INDEX FUND (PFF) 23,410 -1,048 $879
     PFF23,410-1,048$879
INVESCO NATIONAL AMT FREE MUNICIPAL BOND ETF (PZA) 31,451 +8,111 $835
     PZA31,451+8,111$835
ISHARES TIPS BOND ETF (TIP) 6,772 +146 $788
     TIP6,772+146$788
ISHARES TR NATL AMT FREE MUNI BD ETF (MUB) 6,120 -559 $698
     MUB6,120-559$698
ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUND (IGM) 2,998 +1,707 $651
     IGM2,998+1,707$651
FLEXSHARES TR READY ACCESS VAR INCOME FD (RAVI) 7,834 +42 $594
     RAVI7,834+42$594
SPDR SER TR S&P BIOTECH ETF (XBI) 7,576 -28 $578
     XBI7,576-28$578
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD) 13,205 -568 $563
     SPHD13,205-568$563
ISHARES TR 10 20 YR TREAS BD ETF (TLH) 3,363 -167 $503
     TLH3,363-167$503
ALPHABET INC CAP STK CL A 397 +327 $485
     GOOGL397+327$485
ISHARES TR MSCI EAFE ETF (EFA) 7,152 -28 $466
     EFA7,152-28$466
ISHARES TR S&P 500 VALUE ETF (IVE) 3,852 -30 $459
     IVE3,852-30$459
ARK INNOVATION ETF (ARKK) 10,346 +3,034 $444
     ARKK10,346+3,034$444
INVESCO TAXABLE MUNICIPAL BOND ETF (BAB) 12,531 -270 $406
     BAB12,531-270$406
WISDOMTREE TR US QUALITY DIVID GROWTH FD 8,866 +1,748 $400
     DGRW8,866+1,748$400

See Full List: All Stocks Held By Interactive Financial Advisors
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Interactive Financial Advisors

Size ($ in 1000's)
At 09/30/2019: $217,455
At 06/30/2019: $218,018

Combined Holding Report Includes:
Interactive Financial Advisors
Belvedere Advisors LLC

Interactive Financial Advisors holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Interactive Financial Advisors 13F filings. Link to 13F filings: SEC filings

Interactive Financial Advisors Top Holdings 13F Filings | www.HoldingsChannel.com

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