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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
3
0
0
0
7
0
0
INTERACTIVE FINANCIAL ADVISORS

Time Period2017-12-31

Total Holdings111

Total Value ($x1000)227,419
Activities
New15

Increased36

Unchanged7

Decreased53

Sold Out2

Top 10 Stock Holdingstotal 59.96%
IVV9.87

ACWX8.14

AGG7.56

VWO6.49

LQD6.17

 
VIG5.81

IWN4.32

EFV4.32

FXI3.81

SHY3.47

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
IVV
9.87%
CORE S&P500 ETF
ACWX
8.14%
MSCI ACWI US ETF
AGG
7.56%
CORE TOTUSBD ETF
VWO
6.49%
FTSE EMR MKT ETF
LQD
6.17%
IBOXX INV CP ETF
VIG
5.81%
DIV APP ETF
IWN
4.32%
RUS 2000 VAL ETF
EFV
4.32%
EAFE VALUE ETF
FXI
3.81%
CHINA LG-CAP ETF
SHY
3.47%
1-3 YR TR BD ETF
CIU
3.07%
INTERM CR BD ETF
EMB
2.96%
JP MOR EM MK ETF
RWX
2.96%
DJ INTL RL ETF
VOO
2.86%
SHS
BNDX
2.55%
INTL BD IDX ETF
FXF
2.24%
SWISS FRANC SH
SCHH
1.88%
US REIT ETF
REZ
1.71%
RESID RL EST CAP
GLD
1.54%
GOLD SHS
IGE
1.48%
NA NAT RES
XLV
1.01%
SBI HEALTHCARE
SLV
0.98%
ISHARES
ITA
0.94%
U.S. AER&DEF ETF
XLP
0.93%
SBI CONS STPLS
VV
0.76%
LARGE CAP ETF
VYM
0.64%
HIGH DIV YLD
TDTT
0.61%
IBOXX 3R TARGT
TIP
0.56%
TIPS BD ETF
FIW
0.56%
COM
XLU
0.55%
SBI INT-UTILS
DGRW
0.54%
US DIVD GRT FD
IEI
0.47%
3-7 YR TR BD ETF
SPY
0.4%
TR UNIT
VANGUARD...
0.39%
MM
DHS
0.38%
EQTY INC ETF
PFF
0.36%
U.S. PFD STK ETF
AGZD
0.35%
BARCLAYS ZERO
RAVI
0.33%
READY ACC VARI
VCIT
0.32%
INT-TERM CORP
IVE
0.3%
S&P 500 VAL ETF
EFA
0.29%
MSCI EAFE ETF
PZA
0.27%
INSUR NATL MUN
IWM
0.27%
RUSSELL 2000 ETF
SPHD
0.26%
PWRSH S&P500HI
MERK HAR...
0.2%
M
VCSH
0.18%
SHRT TRM CORP BD
SRLN
0.18%
BLKSTN GSOSRLN
FLOT
0.17%
FLTG RATE BD ETF
VNQ
0.17%
REIT ETF
USDU
0.17%
BLMBG US BULL
EFAV
0.17%
EAFE MIN VOL ETF
BWX
0.17%
BRCLYS INTL ETF
MUB
0.17%
NAT AMT FREE BD
TLH
0.16%
10-20 YR TRS ETF
JPUS
0.16%
F JPMORGAN DIVER
DVY
0.16%
SELECT DIVID ETF
BAB
0.15%
BUILD AMER ETF
ADVISORS...
0.12%
M
XLE
0.11%
SBI INT-ENERGY
BKLN
0.11%
SENIOR LN PORT
NOBL
0.11%
S&P 500 ARISTO
IAU
0.1%
ISHARES
BABA
0.09%
SPONSORED ADS
IVW
0.08%
S&P 500 GRWT ETF
AAPL
0.08%
COM
NFLX
0.08%
COM
IFGL
0.07%
INTL DEV RE ETF
AMZN
0.07%
COM
SLVP
0.06%
GLB SILV MIN ETF
FB
0.06%
CL A
JPIN
0.06%
DIV RTN INT EQ
ICF
0.05%
COHEN&STEER REIT
CSJ
0.05%
1-3 YR CR BD ETF
ILF
0.05%
LATN AMER 40 ETF
RWO
0.05%
DJ GLB RL ES ETF
VOE
0.05%
MCAP VL IDXVIP
VTV
0.05%
VALUE ETF
VTI
0.05%
TOTAL STK MKT
VBR
0.04%
SM CP VAL ETF
MDY
0.04%
UTSER1 S&PDCRP
GNR
0.04%
GLB NAT RESRCE
UHT
0.04%
SH BEN INT
GOOGL
0.03%
CAP STK CL A
PZD
0.03%
CLEANTECH PORT
DBC
0.03%
UNIT BEN INT
IEF
0.03%
7-10 Y TR BD ETF
WIP
0.03%
DB INT GVT ETF
VGLT
0.03%
LONG-TERM GOV
IJR
0.03%
CORE S&P SCP ETF
IJT
0.02%
SP SMCP600GR ETF
WY
0.02%
COM
OXY
0.02%
COM
RYN
0.02%
COM
VUG
0.02%
GROWTH ETF
TLT
0.02%
20+ YR TR BD ETF
SUB
0.02%
SHT NTLAMTFR ETF
V
0.01%
COM CL A
EEB
0.01%
GUGG BRIC ETF
HYG
0.01%
IBOXX HI YD ETF
IXC
0.01%
GLOBAL ENERG ETF
JNK
0.01%
BRC HGH YLD BD
MXI
0.01%
GLOBAL MATER ETF
POL
0.01%
COM
FRANKLIN...
< 0.01%
M
GUNR
< 0.01%
MORNSTAR UPSTR
F
< 0.01%
COM PAR $0.01
MSI
< 0.01%
COM NEW
AMERICAN...
< 0.01%
M
INVESCO ...
< 0.01%
M
VSS
< 0.01%
FTSE SMCAP ETF
CUT
< 0.01%
GUGG TIMBER ETF
REM
3.08%
MTG REL ETF NEW
OPPENHEI...
0.01%
M