HoldingsChannel.com
Interactive Financial Advisors Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
ISHARES CORE US AGGREGATE BOND ETF (AGG) 140,339 +2,235 $16,191
     AGG140,339+2,235$16,191
ISHARES CORE S&P 500 ETF (IVV) 60,378 -5,083 $15,602
     IVV60,378-5,083$15,602
VANGUARD DIVIDEND APPRECIATION VIPERS (VIG) 99,872 -82,927 $10,326
     VIG99,872-82,927$10,326
ISHARES IBOXX INVESTMENT GRADE CO ETF (LQD) 68,055 -58,241 $8,405
     LQD68,055-58,241$8,405
ISHARES TR BARCLAYS 20 YR TREAS BD ETF (TLT) 40,184 +18,073 $6,629
     TLT40,184+18,073$6,629
ISHARES MSCI EAFE VALUE ETF (EFV) 184,367 -19 $6,580
     EFV184,367-19$6,580
ISHARES TR RUSSELL 2000 VALUE ETF (IWN) 72,701 -615 $5,964
     IWN72,701-615$5,964
VANGUARD CHARLOTTE FDS TOTAL INTL BD INDEX FD (BNDX) 99,507 +4,642 $5,598
     BNDX99,507+4,642$5,598
SPDR S&P 500 ETF TR TR UNIT (SPY) 20,540 -25,910 $5,294
     SPY20,540-25,910$5,294
ISHARES INTERMEDIATE TERM CORPORATE BOND ETF (IGIB) 76,543 -12,485 $4,204
     IGIB76,543-12,485$4,204
ISHARES TR DOW JONES US AEROSPACE & DEFENSE INDEX FD (ITA) 21,022 -3,519 $3,024
     ITA21,022-3,519$3,024
ISHARES MORTGAGE REAL ESTATE CAPPED ETF NEW (REM) 145,813 +4,751 $2,727
     REM145,813+4,751$2,727
VANGUARD LARGE CAP VIPERS (VV) 15,518 +369 $1,838
     VV15,518+369$1,838
UTILITIES SELECT SECTOR SPDR FUND (XLU) 29,354 +5,249 $1,627
     XLU29,354+5,249$1,627
SELECT SECTOR SPDR FD HEALTH CARE (XLV) 17,929 -13,412 $1,588
     XLV17,929-13,412$1,588
ISHARES TR BARCLAYS 1 3 TREAS BD ETF (SHY) 15,364 +1,421 $1,332
     SHY15,364+1,421$1,332
FIRST TRUST WATER ETF (FIW) 24,591 -623 $1,174
     FIW24,591-623$1,174
ISHARES TR 3 7 YR TREAS BD ETF (IEI) 8,013 +720 $1,068
     IEI8,013+720$1,068
FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD (TDTT) 40,806 +1,138 $1,003
     TDTT40,806+1,138$1,003
CONSUMER STAPLES SPDR (XLP) 18,098 -192 $986
     XLP18,098-192$986
VANGUARD HIGH DIVIDE (VYM) 13,750 -1,004 $973
     VYM13,750-1,004$973
ISHARES GOLDMAN SACHS TECHNOLOGY INDEX FUND (IGM) 4,149 +444 $879
     IGM4,149+444$879
ISHARES TIPS BOND ETF (TIP) 6,828 +35 $805
     TIP6,828+35$805
FLEXSHARES TR READY ACCESS VAR INCOME FD (RAVI) 7,872 -1 $584
     RAVI7,872-1$584
ISHARES TR 10 20 YR TREAS BD ETF (TLH) 3,339 -63 $560
     TLH3,339-63$560
SPDR SER TR S&P BIOTECH ETF (XBI) 6,719 -863 $520
     XBI6,719-863$520
ARK INNOVATION ETF (ARKK) 11,471 +204 $505
     ARKK11,471+204$505
WISDOMTREE TR US QUALITY DIVID GROWTH FD 8,975 +138 $349
     DGRW8,975+138$349
WISDOMTREE TR HIGH DIVID FD 5,279 +180 $299
     DHS5,279+180$299
VANGUARD INTERMEDIATE TERM (VCIT) 3,398 +373 $296
     VCIT3,398+373$296
GATX CORP 4,500 UNCH $282
     GATX4,500UNCH$282
AMERICAN ELECTRIC POWER CO 3,500 UNCH $280
     AEP3,500UNCH$280
ISHARES COMEX GOLD TR ISHARES (IAU) 18,416 +3,411 $278
     IAU18,416+3,411$278
WISDOMTREE BARCLAYS U.S. AGGREGATE BOND ZERO DURATION FUND (AGZD) 5,788 +323 $267
     AGZD5,788+323$267
ISHARES MSCI ACWI EX US ETF (ACWX) 7,032 -308 $265
     ACWX7,032-308$265
ISHARES TR MSCI EAFE ETF (EFA) 4,947 -66 $264
     EFA4,947-66$264
JPMORGAN DIVERSIFIED RETURN USEQUITY ETF (JPUS) 4,366 -892 $256
     JPUS4,366-892$256
INVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF (SPHD) 8,247 -5,202 $247
     SPHD8,247-5,011$247
ISHARES TR S&P 500 VALUE ETF (IVE) 2,533 -98 $244
     IVE2,533-98$244
ALLSTATE CORPORATION 2,376 UNCH $218
     ALL2,376UNCH$218
ISHARES TR RUSSELL 2000 ETF (IWM) 1,687 -53 $193
     IWM1,687-53$193
SPDR BLOOMBERG BARCLAYS INTERNATIONAL TREASURY BOND ETF (BWX) 6,671 -192 $185
     BWX6,671-192$185
VANGUARD SHORT TERM CORP BOND INDEX FUND ETF (VCSH) 2,068 +71 $164
     VCSH2,068+71$164
NEXTERA ENERGY INC COM 662 UNCH $159
     NEE662UNCH$159
WISDOMTREE TR BLOOMBERG US DOLLAR BULLISH FD 5,142 +320 $145
     USDU5,142+320$145
AMPLIFY ONLINE RETAIL ETF (IBUY) 3,280 -533 $136
     IBUY3,280-533$136
ISHARES TR S&P US PFD STOCK INDEX FUND (PFF) 4,211 -10,553 $134
     PFF4,211-10,553$134
ISHARES FLOATING RATE BOND ETF (FLOT) 2,738 +171 $133
     FLOT2,738+171$133
DTE ENERGY COMPANY 1,386 UNCH $132
     DTE1,386UNCH$132
VANGUARD SECTOR INDEX FDS VANGUARD CONSUMER DISCRETIONARY VIPERS (VCR) 885 -137 $129
     VCR885-137$129

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 03/31/2020: $113,278
At 12/31/2019: $221,917

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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