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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
3
0
2
0
0
0
6
0
0
INTERACTIVE FINANCIAL ADVISORS

Time Period2018-03-31

Total Holdings105

Total Value ($x1000)209,460
Activities
New2

Increased32

Unchanged6

Decreased65

Sold Out8

Top 10 Stock Holdingstotal 57.23%
IVV9.44

AGG7.22

LQD6.88

FXF6.01

VIG5.66

 
ILF5.48

VWO4.52

EFV4.24

IWN4.18

SPY3.6

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.44%
CORE S&P500 ETF
AGG
7.22%
CORE TOTUSBD ETF
LQD
6.88%
IBOXX INV CP ETF
FXF
6.01%
SWISS FRANC SH
VIG
5.66%
DIV APP ETF
ILF
5.48%
LATN AMER 40 ETF
VWO
4.52%
FTSE EMR MKT ETF
EFV
4.24%
EAFE VALUE ETF
IWN
4.18%
RUS 2000 VAL ETF
SPY
3.6%
TR UNIT
IJR
3.24%
CORE S&P SCP ETF
RWX
3.23%
DJ INTL RL ETF
CIU
3.09%
INTERM CR BD ETF
TBF
3.08%
SHRT 20+YR TRE
BNDX
2.57%
INTL BD IDX ETF
GLD
2.4%
GOLD SHS
ACWX
1.69%
MSCI ACWI US ETF
VOO
1.49%
SHS
ITA
1.46%
U.S. AER&DEF ETF
SCHH
1.45%
US REIT ETF
REZ
1.45%
RESID RL EST CAP
SLV
1.41%
ISHARES
IGE
1.27%
NA NAT RES
XLV
1.07%
SBI HEALTHCARE
XLP
0.88%
SBI CONS STPLS
VV
0.73%
LARGE CAP ETF
NFLX
0.65%
COM
SHY
0.63%
1-3 YR TR BD ETF
VYM
0.58%
HIGH DIV YLD
FIW
0.58%
COM
AMZN
0.53%
COM
TDTT
0.5%
IBOXX 3R TARGT
XLU
0.48%
SBI INT-UTILS
MERK HAR...
0.45%
M
IEI
0.45%
3-7 YR TR BD ETF
TIP
0.44%
TIPS BD ETF
VANGUARD...
0.43%
MM
PFF
0.41%
U.S. PFD STK ETF
PZA
0.33%
INSUR NATL MUN
SPHD
0.29%
PWRSH S&P500HI
EFA
0.25%
MSCI EAFE ETF
DGRW
0.24%
US DIVD GRT FD
MUB
0.24%
NAT AMT FREE BD
IVE
0.23%
S&P 500 VAL ETF
EFAV
0.23%
EAFE MIN VOL ETF
RAVI
0.23%
READY ACC VARI
SRLN
0.23%
BLKSTN GSOSRLN
DHS
0.22%
EQTY INC ETF
IWM
0.22%
RUSSELL 2000 ETF
BAB
0.18%
BUILD AMER ETF
DVY
0.18%
SELECT DIVID ETF
ADVISORS...
0.18%
M
JPUS
0.18%
F JPMORGAN DIVER
AGZD
0.16%
BARCLAYS ZERO
TLH
0.16%
10-20 YR TRS ETF
VCIT
0.15%
INT-TERM CORP
BWX
0.15%
BRCLYS INTL ETF
GOOGL
0.15%
CAP STK CL A
NOBL
0.13%
S&P 500 ARISTO
VNQ
0.12%
REIT ETF
BKLN
0.12%
SENIOR LN PORT
AAPL
0.11%
COM
BABA
0.1%
SPONSORED ADS
JPIN
0.1%
DIV RTN INT EQ
VCSH
0.09%
SHRT TRM CORP BD
IAU
0.09%
ISHARES
XLE
0.09%
SBI INT-ENERGY
FLOT
0.08%
FLTG RATE BD ETF
USDU
0.08%
BLMBG US BULL
IVW
0.07%
S&P 500 GRWT ETF
SLVP
0.06%
GLB SILV MIN ETF
EMB
0.06%
JP MOR EM MK ETF
IFGL
0.05%
INTL DEV RE ETF
DBC
0.04%
UNIT BEN INT
ICF
0.04%
COHEN&STEER REIT
VGLT
0.03%
LONG-TERM GOV
VBR
0.03%
SM CP VAL ETF
UHT
0.03%
SH BEN INT
CSJ
0.03%
1-3 YR CR BD ETF
PZD
0.03%
CLEANTECH PORT
IEF
0.03%
7-10 Y TR BD ETF
VOE
0.03%
MCAP VL IDXVIP
WIP
0.02%
DB INT GVT ETF
RYN
0.02%
COM
VTV
0.02%
VALUE ETF
MDY
0.02%
UTSER1 S&PDCRP
GNR
0.02%
GLB NAT RESRCE
IJT
0.02%
SP SMCP600GR ETF
VTI
0.02%
TOTAL STK MKT
OXY
0.02%
COM
WY
0.02%
COM
VUG
0.02%
GROWTH ETF
SUB
0.02%
SHT NTLAMTFR ETF
V
0.02%
COM CL A
EEB
0.01%
GUGG BRIC ETF
IXC
0.01%
GLOBAL ENERG ETF
HYG
0.01%
IBOXX HI YD ETF
JNK
0.01%
BRC HGH YLD BD
MXI
0.01%
GLOBAL MATER ETF
TLT
0.01%
20+ YR TR BD ETF
GUNR
< 0.01%
MORNSTAR UPSTR
F
< 0.01%
COM PAR $0.01
PRUDENTI...
< 0.01%
M
MSI
< 0.01%
COM NEW
VSS
< 0.01%
FTSE SMCAP ETF
FXI
3.81%
CHINA LG-CAP ETF
FB
0.06%
CL A
RWO
0.05%
DJ GLB RL ES ETF
POL
0.01%
COM
FRANKLIN...
< 0.01%
M
INVESCO ...
< 0.01%
M
CUT
< 0.01%
GUGG TIMBER ETF
AMERICAN...
< 0.01%
M