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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
6
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3
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8
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INTERACTIVE FINANCIAL ADVISORS

Time Period2018-06-30

Total Holdings110

Total Value ($x1000)211,459
Activities
New17

Increased29

Unchanged7

Decreased57

Sold Out12

Top 10 Stock Holdingstotal 57.15%
IVV9.41

IJT8.77

AGG6.9

LQD6.03

VIG5.54

 
GLD4.76

IWN4.4

EFV3.93

IJR3.78

MDY3.63

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.41%
CORE S&P500 ETF
IJT
8.77%
SP SMCP600GR ETF
AGG
6.9%
CORE TOTUSBD ETF
LQD
6.03%
IBOXX INV CP ETF
VIG
5.54%
DIV APP ETF
GLD
4.76%
GOLD SHS
IWN
4.4%
RUS 2000 VAL ETF
EFV
3.93%
EAFE VALUE ETF
IJR
3.78%
CORE S&P SCP ETF
MDY
3.63%
UTSER1 S&PDCRP
SHY
3.49%
1-3 YR TR BD ETF
FXF
3.36%
SWISS FRANC
RWX
3%
DJ INTL RL ETF
BNDX
2.47%
INTL BD IDX ETF
CIU
2.22%
INTERM CR BD ETF
TLT
2.2%
20+ YR TR BD ETF
ITA
1.86%
U.S. AER&DEF ETF
ACWX
1.82%
MSCI ACWI US ETF
NFLX
1.79%
COM
SCHH
1.52%
US REIT ETF
REZ
1.49%
RESID RL EST CAP
SLV
1.32%
ISHARES
VOO
1.24%
SHS
IGE
1.11%
NA NAT RES
XLV
1.11%
SBI HEALTHCARE
AMZN
0.8%
COM
VV
0.71%
LARGE CAP ETF
FIW
0.57%
COM
VYM
0.56%
HIGH DIV YLD
XLP
0.54%
SBI CONS STPLS
TDTT
0.47%
IBOXX 3R TARGT
IEI
0.43%
3-7 YR TR BD ETF
MERK HAR...
0.42%
M
VANGUARD...
0.41%
MM
TIP
0.37%
TIPS BD ETF
XLU
0.35%
SBI INT-UTILS
MUB
0.35%
NAT AMT FREE BD
SPHD
0.32%
S&P500 HDL VOL
PFF
0.29%
U.S. PFD STK ETF
PZA
0.28%
NATL AMT MUNI
BABA
0.27%
SPONSORED ADS
EFAV
0.26%
EAFE MIN VOL ETF
EFA
0.23%
MSCI EAFE ETF
IVE
0.22%
S&P 500 VAL ETF
XLE
0.22%
SBI INT-ENERGY
IWM
0.22%
RUSSELL 2000 ETF
RAVI
0.22%
READY ACC VARI
AAPL
0.21%
COM
VWO
0.21%
FTSE EMR MKT ETF
TLH
0.19%
10-20 YR TRS ETF
BAB
0.19%
TAXABLE MUN BD
JPUS
0.19%
F JPMORGAN DIVER
DVY
0.17%
SELECT DIVID ETF
TBF
0.17%
SHRT 20+YR TRE
DHS
0.17%
EQTY INC ETF
ADVISORS...
0.16%
M
DGRW
0.15%
US DIVD GRT FD
SPY
0.15%
TR UNIT
BWX
0.13%
BRCLYS INTL ETF
FB
0.13%
CL A
JPIN
0.13%
DIV RTN INT EQ
NOBL
0.13%
S&P 500 ARISTO
GOOGL
0.12%
CAP STK CL A
VNQ
0.12%
REIT ETF
VCIT
0.11%
INT-TERM CORP
AGZD
0.1%
BARCLAYS ZERO
SLVP
0.08%
GLB SILV MIN ETF
IAU
0.08%
ISHARES
VBR
0.07%
SM CP VAL ETF
RWO
0.07%
DJ GLB RL ES ETF
PZD
0.07%
CLEANTECH ETF
IVW
0.07%
S&P 500 GRWT ETF
DBC
0.07%
UNIT
VOE
0.06%
MCAP VL IDXVIP
VCSH
0.06%
SHRT TRM CORP BD
RYN
0.06%
COM
VTV
0.06%
VALUE ETF
USDU
0.05%
BLMBG US BULL
GNR
0.05%
GLB NAT RESRCE
WY
0.05%
COM
FLOT
0.05%
FLTG RATE BD ETF
VTI
0.05%
TOTAL STK MKT
AMERICAN...
0.04%
M
ICF
0.04%
COHEN&STEER REIT
IFGL
0.04%
INTL DEV RE ETF
ILF
0.04%
LATN AMER 40 ETF
OXY
0.03%
COM
CSJ
0.03%
1-3 YR CR BD ETF
IEF
0.03%
7-10 Y TR BD ETF
WIP
0.02%
DB INT GVT ETF
V
0.02%
COM CL A
VUG
0.02%
GROWTH ETF
UHT
0.02%
SH BEN INT
SUB
0.02%
SHT NTLAMTFR ETF
EEB
0.01%
BRIC ETF
IXC
0.01%
GLOBAL ENERG ETF
LLY
0.01%
COM
MO
0.01%
COM
JNK
0.01%
BRC HGH YLD BD
HYG
0.01%
IBOXX HI YD ETF
NSC
0.01%
COM
MXI
0.01%
GLOBAL MATER ETF
AMERICAN...
0.01%
M
AMERICAN...
< 0.01%
M
GUNR
< 0.01%
MORNSTAR UPSTR
MGEE
< 0.01%
COM
SLB
< 0.01%
COM
F
< 0.01%
COM PAR $0.01
MSI
< 0.01%
COM NEW
VSS
< 0.01%
FTSE SMCAP ETF
FXF
6.01%
SWISS FRANC SH
PZA
0.33%
INSUR NATL MUN
SPHD
0.29%
PWRSH S&P500HI
SRLN
0.23%
BLKSTN GSOSRLN
BAB
0.18%
BUILD AMER ETF
BKLN
0.12%
SENIOR LN PORT
EMB
0.06%
JP MOR EM MK ETF
DBC
0.04%
UNIT BEN INT
VGLT
0.03%
LONG-TERM GOV
PZD
0.03%
CLEANTECH PORT
EEB
0.01%
GUGG BRIC ETF
PRUDENTI...
< 0.01%
M