INTERACTIVE FINANCIAL ADVISORS, INC. Diversified Active

CIK: 0001419099 · Show all filings

Period: Q3 2015 (← Previous) (Next →)

Filing Date: Oct 16, 2015

Total Value ($000): $176,394 (100.0% shares, 0.0% debt)

Holdings (111)

IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 11.7%
Value ($000) $20,688 Shares 172,213 Est. Cost $124.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 10.6%
Value ($000) $18,635 Shares 96,699 Est. Cost $161.16 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET ETF 9.5%
Value ($000) $16,802 Shares 153,335 Est. Cost $107.32 Unrealized
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 7.1%
Value ($000) $12,499 Shares 147,068 Est. Cost $84.91 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 6.9%
Value ($000) $12,179 Shares 104,907 Est. Cost $116.38 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 6.3%
Value ($000) $11,095 Shares 150,457 Est. Cost $67.62 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 4.6%
Value ($000) $8,103 Shares 89,936 Est. Cost $86.01 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 4.5%
Value ($000) $7,916 Shares 171,001 Est. Cost $48.82 Unrealized
CURRENCYSHARES SWISS FRANC TR SWISS FRANC SHS 4.2%
Value ($000) $7,343 Shares 73,914 Est. Cost $101.77 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 4.0%
Value ($000) $7,141 Shares 52,024 Est. Cost $129.97 Unrealized
BWX SPDR SER TR BARCLAYS INTL TREAS BD ETF 3.2%
Value ($000) $5,572 Shares 107,019 Est. Cost $56.28 Unrealized
IGIB ISHARES TR INTERMEDIATE CR BD ETF 2.8%
Value ($000) $5,024 Shares 46,260 Est. Cost $108.11 Unrealized
GLD SPDR GOLD TR GOLD SHS 2.0%
Value ($000) $3,544 Shares 33,162 Est. Cost $116.84 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE CAPPED ETF 1.7%
Value ($000) $2,923 Shares 49,306 Est. Cost $52.40 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 1.5%
Value ($000) $2,666 Shares 40,259 Est. Cost $58.87 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 1.5%
Value ($000) $2,559 Shares 68,802 Est. Cost $32.78 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 1.4%
Value ($000) $2,404 Shares 61,550 Est. Cost $44.79 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 1.3%
Value ($000) $2,283 Shares 12,994 Est. Cost $180.88 Unrealized
MUB ISHARES TR NATL AMT FREE MUNI BD ETF 1.2%
Value ($000) $2,075 Shares 18,945 Est. Cost $109.62 Unrealized
SLV ISHARES SILVER TRUST 1.1%
Value ($000) $2,007 Shares 144,723 Est. Cost $17.28 Unrealized
TIP ISHARES TIPS BOND ETF 1.1%
Value ($000) $1,971 Shares 17,808 Est. Cost $112.00 Unrealized
VYM VANGUARD HIGH DIVIDE 1.0%
Value ($000) $1,684 Shares 26,872 Est. Cost $60.47 Unrealized
TDTT FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 0.9%
Value ($000) $1,612 Shares 66,138 Est. Cost $24.96 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RES ETF 0.9%
Value ($000) $1,601 Shares 55,145 Est. Cost $38.70 Unrealized
XLP CONSUMER STAPLES SPDR 0.7%
Value ($000) $1,275 Shares 27,025 Est. Cost $41.07 Unrealized
RAVI FLEXSHARES TR READY ACCESS VAR INCOME FD 0.7%
Value ($000) $1,268 Shares 16,815 Est. Cost $75.23 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $1,132 Shares 22,437 Est. Cost $50.80 Unrealized
VV VANGUARD LARGE-CAP VIPERS 0.6%
Value ($000) $1,072 Shares 12,175 Est. Cost $74.51 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $971 Shares 5,068 Est. Cost $192.00 Unrealized
VCIT VANGUARD INTERMEDIATE TERM 0.5%
Value ($000) $916 Shares 10,726 Est. Cost $84.54 Unrealized
IVE ISHARES TR S&P 500 VALUE ETF 0.5%
Value ($000) $818 Shares 9,737 Est. Cost $75.78 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.5%
Value ($000) $813 Shares 6,523 Est. Cost $121.39 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.5%
Value ($000) $808 Shares 14,101 Est. Cost $57.34 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.4%
Value ($000) $749 Shares 6,855 Est. Cost $97.03 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.4%
Value ($000) $699 Shares 18,115 Est. Cost $38.97 Unrealized
MERK HARD CURRENCY FUND INV CLASS 0.4%
Value ($000) $630 Shares 67,328 Est. Cost $9.46 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND INDEX FUND ETF 0.3%
Value ($000) $592 Shares 7,422 Est. Cost $79.83 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $384 Shares 6,267 Est. Cost $80.12 Unrealized
FEDERATED PRIME CASH SERIES FUND 0.2%
Value ($000) $382 Shares 382,411 Est. Cost $1.00 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $360 Shares 8,318 Est. Cost $39.24 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.2%
Value ($000) $308 Shares 2,494 Est. Cost $124.30 Unrealized
CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE S&P GLOBAL WATER 0.2%
Value ($000) $308 Shares 11,685 Est. Cost $25.68 Unrealized
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.2%
Value ($000) $286 Shares 3,744 Est. Cost $75.98 Unrealized
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $219 Shares 3,938 Est. Cost $51.71 Unrealized
ICF ISHARES TR COHEN & STEERS REIT ETF 0.1%
Value ($000) $199 Shares 2,147 Est. Cost $81.60 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $195 Shares 1,808 Est. Cost $84.12 Unrealized
VNQ VANGUARD REIT VIPERS 0.1%
Value ($000) $166 Shares 2,194 Est. Cost $81.36 Unrealized
IFGL ISHARES TR INTL DEVELOPED REAL ESTATE ETF 0.1%
Value ($000) $140 Shares 4,982 Est. Cost $31.01 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS 0.1%
Value ($000) $130 Shares 3,921 Est. Cost $40.93 Unrealized
SLVP ISHARES INC MSCI GLOBAL SILVER MINERS ETF 0.1%
Value ($000) $105 Shares 18,050 Est. Cost $8.13 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $105 Shares 1,448 Est. Cost $64.37 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.1%
Value ($000) $92 Shares 6,705 Est. Cost $17.87 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $91 Shares 863 Est. Cost $105.14 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.0%
Value ($000) $85 Shares 7,885 Est. Cost $11.98 Unrealized
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.0%
Value ($000) $71 Shares 657 Est. Cost $104.78 Unrealized
UTIXX FEDERATED US TREASURY CASH RESERVES FUND INSTITUTIONAL CLASS 0.0%
Value ($000) $67 Shares 67,375 Est. Cost $0.99 Unrealized
FDRXX FIDELITY CASH RESERVE FUND RETAIL CLASS 0.0%
Value ($000) $67 Shares 67,380 Est. Cost $0.99 Unrealized
KMMXX DEUTSCHE MON MKT PRIME SERIES- DEUTSCHE MONEY MARKET FUND 0.0%
Value ($000) $67 Shares 67,381 Est. Cost $0.99 Unrealized
ST SPDR SP BRIC 40 0.0%
Value ($000) $61 Shares 3,278 Est. Cost $20.77 Unrealized
WIP SPDR SERIES TRUST DB INT'L GOV'T INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $59 Shares 1,138 Est. Cost $58.62 Unrealized
AWSHX AMERICAN FUNDS WASHINGTON MUTUAL INV FUND CLASS A 0.0%
Value ($000) $34 Shares 898 Est. Cost $37.86 Unrealized
SUB ISHARES TR SHORT TERM NATL AMT FREE MUNI BD ETF 0.0%
Value ($000) $33 Shares 310 Est. Cost $105.71 Unrealized
ANEFX AMERICAN FUNDS NEW ECONOMY FUND CLASS A 0.0%
Value ($000) $32 Shares 877 Est. Cost $36.49 Unrealized
VUG VANGUARD GROWTH VIPERS 0.0%
Value ($000) $32 Shares 316 Est. Cost $99.75 Unrealized
AEPGX AMERICAN FUNDS EUROPACIFIC GROWTH FUND CLASS A 0.0%
Value ($000) $30 Shares 657 Est. Cost $45.66 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $29 Shares 1,268 Est. Cost $36.02 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $24 Shares 340 Est. Cost $55.97 Unrealized +18.6%
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $18 Shares 613 Est. Cost $38.19 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.0%
Value ($000) $16 Shares 192 Est. Cost $88.95 Unrealized
SPDR SER TR BARCLAYS HIGH YIELD 0.0%
Value ($000) $16 Shares 441 Est. Cost $42.32 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $8 Shares 190 Est. Cost $56.74 Unrealized
RFCTX RUSSELL STRATEGIC BOND FUND CLASS S 0.0%
Value ($000) $8 Shares 684 Est. Cost $11.70 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value ($000) $8 Shares 78 Est. Cost $103.94 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $7 Shares 300 Est. Cost $30.00 Unrealized
GUNR FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 0.0%
Value ($000) $6 Shares 243 Est. Cost $33.54 Unrealized
WESTERN ASSET PREMIER BOND FUND COMMON SHARES OF BENEFICIAL INTEREST 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.00 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MKTS BD ETF 0.0%
Value ($000) $6 Shares 54 Est. Cost $112.81 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $5 Shares 400 Est. Cost $7.61 Unrealized +7.1%
AGTHX AMERICAN FUNDS GROWTH FUND OF AMERICA CLASS A 0.0%
Value ($000) $5 Shares 113 Est. Cost $44.25 Unrealized
FSTGX FIDELITY INTERMED GOVT INCOME FUND RETAIL CLASS 0.0%
Value ($000) $5 Shares 418 Est. Cost $11.96 Unrealized
VSS VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS 0.0%
Value ($000) $5 Shares 55 Est. Cost $95.09 Unrealized
RFATX RUSSELL INVESTMENT GRADE BOND FUND CLASS S 0.0%
Value ($000) $4 Shares 182 Est. Cost $21.98 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.43 Unrealized -15.9%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $4 Shares 100 Est. Cost $28.32 Unrealized -4.6%
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $9.83 Unrealized -14.9%
RSESX RUSSELL U.S. STRATEGIC EQUITY FUND CLASS S 0.0%
Value ($000) $3 Shares 237 Est. Cost $12.66 Unrealized
CENTURYLINK INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
DUK DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $48.71 Unrealized -3.1%
CALAMOS CONV & HIGH INCOME FD COM 0.0%
Value ($000) $3 Shares 300 Est. Cost $13.33 Unrealized
RFBSX RUSSELL SHORT DURATION BOND FUND CLASS S 0.0%
Value ($000) $2 Shares 93 Est. Cost $21.51 Unrealized
RGCSX RUSSELL GLOBAL OPPORTUNISTIC CREDIT FUND CLASS S 0.0%
Value ($000) $2 Shares 217 Est. Cost $9.22 Unrealized
RGISX RUSSELL GLOBAL INFRASTRUCTURE FUND CLASS S 0.0%
Value ($000) $1 Shares 65 Est. Cost $15.38 Unrealized
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.31 Unrealized -12.3%
REMSX RUSSELL EMERGING MARKETS FUND CLASS S 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
RGESX RUSSELL GLOBAL EQUITY FUND CLASS S 0.0%
Value ($000) $1 Shares 129 Est. Cost $7.75 Unrealized
MSI MOTOROLA INC COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.42 Unrealized +12.7%
BAXTER INTL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
RUSSELL MULTI-STRATEGY ALTERNATIVE FUND CLASS S 0.0%
Value ($000) $1 Shares 76 Est. Cost $13.16 Unrealized
AMBA AMBARELLA INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $87.40 Unrealized +8.0%
BOEING COMPANY 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
EMR EMERSON ELEC. CO. 0.0%
Value ($000) $1 Shares 19 Est. Cost $44.23 Unrealized -15.6%
BAXALTA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.39 Unrealized -20.7%
RLESX RUSSELL US SMALL CAP EQUITY FUND CLASS S 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
RINTX RUSSELL INTL DEVELOPED MARKETS FUND CLASS S 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
CURRENCYSHARES EURO TRUST EURO CURRENCY SHARES 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
TXRH TEXAS ROADHOUSE, INC. - CLASS A COMMON STOCK, PAR VALUE $0.001 PER SHARE 0.0%
Value ($000) $0 Shares 11 Est. Cost $29.89 Unrealized +6.3%
FXI ISHARES TR CHINA LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.13 Unrealized
WOBDX JP MORGAN CORE BOND FUND SELECT CLASS 0.0%
Value ($000) $0 Shares 1 Est. Cost Unrealized
RRESX RUSSELL GLOBAL REAL ESTATE SECURITIES FUND CLASS S 0.0%
Value ($000) $0 Shares 13 Est. Cost Unrealized
RUSSELL COMMODITY STRATEGIES FUND CLASS S 0.0%
Value ($000) $0 Shares 75 Est. Cost Unrealized