INTERACTIVE FINANCIAL ADVISORS, INC. Diversified Active

CIK: 0001419099 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 12, 2016

Total Value ($000): $172,365 (100.0% shares, 0.0% debt)

Holdings (119)

IJT ISHARES S&P SMALLCAP 600 GROWTH ETF 11.6%
Value ($000) $20,075 Shares 161,489 Est. Cost $124.95 Unrealized
IVV ISHARES CORE S&P 500 ETF 10.9%
Value ($000) $18,866 Shares 92,090 Est. Cost $161.16 Unrealized
AGG ISHARES CORE TOTAL US BOND MARKET ETF 9.4%
Value ($000) $16,176 Shares 149,765 Est. Cost $107.32 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CO ETF 7.6%
Value ($000) $13,085 Shares 114,772 Est. Cost $116.17 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION VIPERS 6.5%
Value ($000) $11,285 Shares 145,132 Est. Cost $67.62 Unrealized
SHY ISHARES TR BARCLAYS 1-3 TREAS BD ETF 5.2%
Value ($000) $8,946 Shares 106,040 Est. Cost $84.91 Unrealized
IWN ISHARES TR RUSSELL 2000 VALUE ETF 4.7%
Value ($000) $8,057 Shares 87,629 Est. Cost $86.01 Unrealized
EFV ISHARES MSCI EAFE VALUE ETF 4.6%
Value ($000) $7,878 Shares 169,349 Est. Cost $48.82 Unrealized
IGIB ISHARES TR INTERMEDIATE CR BD ETF 3.7%
Value ($000) $6,355 Shares 59,235 Est. Cost $107.93 Unrealized
BWX SPDR SER TR BARCLAYS INTL TREAS BD ETF 3.2%
Value ($000) $5,470 Shares 105,949 Est. Cost $56.28 Unrealized
CURRENCYSHARES SWISS FRANC TR SWISS FRANC SHS 2.9%
Value ($000) $4,941 Shares 51,271 Est. Cost $101.77 Unrealized
MUB ISHARES TR NATL AMT FREE MUNI BD ETF 2.7%
Value ($000) $4,613 Shares 41,666 Est. Cost $110.21 Unrealized
VNQ VANGUARD REIT VIPERS 2.4%
Value ($000) $4,145 Shares 51,991 Est. Cost $79.79 Unrealized
GLD SPDR GOLD TR GOLD SHS 1.8%
Value ($000) $3,067 Shares 30,224 Est. Cost $116.84 Unrealized
XLV SELECT SECTOR SPDR FD HEALTH CARE 1.8%
Value ($000) $3,047 Shares 42,301 Est. Cost $59.51 Unrealized
VOO VANGUARD INDEX FDS S&P 500 ETF SHS NEW 1.8%
Value ($000) $3,036 Shares 16,242 Est. Cost $182.09 Unrealized
ACWX ISHARES MSCI ACWI EX US ETF 1.7%
Value ($000) $2,889 Shares 72,941 Est. Cost $43.98 Unrealized
REZ ISHARES RESIDENTIAL REAL ESTATE CAPPED ETF 1.7%
Value ($000) $2,861 Shares 45,094 Est. Cost $52.40 Unrealized
SCHH SCHWAB STRATEGIC TR US REIT ETF 1.6%
Value ($000) $2,841 Shares 71,661 Est. Cost $33.05 Unrealized
SLV ISHARES SILVER TRUST 1.1%
Value ($000) $1,955 Shares 148,184 Est. Cost $17.18 Unrealized
TIP ISHARES TIPS BOND ETF 1.1%
Value ($000) $1,857 Shares 16,933 Est. Cost $112.00 Unrealized
VYM VANGUARD HIGH DIVIDE 1.0%
Value ($000) $1,731 Shares 25,928 Est. Cost $60.47 Unrealized
XLP CONSUMER STAPLES SPDR 0.9%
Value ($000) $1,562 Shares 30,941 Est. Cost $42.26 Unrealized
TDTT FLEXSHARES TR IBOXX 3 YR TARGET DURATION TIPS INDEX FD 0.9%
Value ($000) $1,523 Shares 62,977 Est. Cost $24.96 Unrealized
IGE ISHARES NORTH AMERICAN NATURAL RES ETF 0.9%
Value ($000) $1,492 Shares 53,012 Est. Cost $38.70 Unrealized
VV VANGUARD LARGE-CAP VIPERS 0.7%
Value ($000) $1,147 Shares 12,272 Est. Cost $74.51 Unrealized
RAVI FLEXSHARES TR READY ACCESS VAR INCOME FD 0.7%
Value ($000) $1,128 Shares 15,019 Est. Cost $75.23 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.6%
Value ($000) $1,086 Shares 21,523 Est. Cost $50.80 Unrealized
SPY SPDR S&P 500 ETF TR TR UNIT 0.6%
Value ($000) $972 Shares 4,769 Est. Cost $192.00 Unrealized
VCIT VANGUARD INTERMEDIATE TERM 0.5%
Value ($000) $870 Shares 10,344 Est. Cost $84.54 Unrealized
IEI ISHARES TR 3-7 YR TREAS BD ETF 0.5%
Value ($000) $802 Shares 6,543 Est. Cost $121.39 Unrealized
IVE ISHARES TR S&P 500 VALUE ETF 0.4%
Value ($000) $772 Shares 8,717 Est. Cost $75.78 Unrealized
EFA ISHARES TR MSCI EAFE ETF 0.4%
Value ($000) $752 Shares 12,807 Est. Cost $57.34 Unrealized
IWM ISHARES TR RUSSELL 2000 ETF 0.4%
Value ($000) $687 Shares 6,099 Est. Cost $97.03 Unrealized
MERK HARD CURRENCY FUND INV CLASS 0.3%
Value ($000) $572 Shares 62,348 Est. Cost $9.46 Unrealized
VCSH VANGUARD SHORT TERM CORP BOND INDEX FUND ETF 0.3%
Value ($000) $563 Shares 7,126 Est. Cost $79.83 Unrealized
TLH ISHARES TR 10-20 YR TREAS BD ETF 0.3%
Value ($000) $540 Shares 4,020 Est. Cost $129.97 Unrealized
PCDXX FEDERATED PRIME CASH OBLIGATIONS FUND II 0.3%
Value ($000) $434 Shares 434,358 Est. Cost $1.00 Unrealized
PFF ISHARES US PREFERRED STOCK ETF 0.2%
Value ($000) $428 Shares 11,026 Est. Cost $38.97 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $336 Shares 5,574 Est. Cost $80.12 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.2%
Value ($000) $324 Shares 7,494 Est. Cost $39.24 Unrealized
CLAYMORE EXCHANGE TRADED FD TR 2 CLAYMORE S&P GLOBAL WATER 0.2%
Value ($000) $306 Shares 11,277 Est. Cost $25.68 Unrealized
DHS WISDOMTREE TR HIGH DIVID FD 0.1%
Value ($000) $231 Shares 3,913 Est. Cost $51.71 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.1%
Value ($000) $206 Shares 1,781 Est. Cost $84.12 Unrealized
ICF ISHARES TR COHEN & STEERS REIT ETF 0.1%
Value ($000) $201 Shares 2,024 Est. Cost $81.60 Unrealized
VWO VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS 0.1%
Value ($000) $139 Shares 4,254 Est. Cost $40.28 Unrealized
IFGL ISHARES TR INTL DEVELOPED REAL ESTATE ETF 0.1%
Value ($000) $137 Shares 4,926 Est. Cost $31.01 Unrealized
DVY ISHARES SELECT DIVIDEND ETF 0.1%
Value ($000) $109 Shares 1,448 Est. Cost $64.37 Unrealized
SLVP ISHARES INC MSCI GLOBAL SILVER MINERS ETF 0.1%
Value ($000) $101 Shares 17,926 Est. Cost $8.13 Unrealized
VTV VANGUARD VALUE VIPERS 0.1%
Value ($000) $96 Shares 1,174 Est. Cost $81.77 Unrealized
VTI VANGUARD TOTAL STOCK MARKET VIPERS 0.1%
Value ($000) $96 Shares 923 Est. Cost $104.01 Unrealized
VGLT VANGUARD SCOTTSDALE FDS VANGUARD LONG TERM GOVT BOND INDEX FD 0.1%
Value ($000) $94 Shares 1,265 Est. Cost $75.98 Unrealized
VOE VANGUARD MID-CAP VALUE ETF 0.1%
Value ($000) $92 Shares 1,075 Est. Cost $85.58 Unrealized
MARKET VECTORS GOLD MINERS ETF 0.1%
Value ($000) $90 Shares 6,594 Est. Cost $17.87 Unrealized
IGSB ISHARES TR 1-3 YR CR BD ETF 0.1%
Value ($000) $87 Shares 832 Est. Cost $105.14 Unrealized
VBR VANGUARD SMALL-CAP VALUE VIPERS 0.0%
Value ($000) $86 Shares 870 Est. Cost $99.31 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPT 0.0%
Value ($000) $83 Shares 327 Est. Cost $253.82 Unrealized
RWO SPDR INDEX SHS FDS DJ WISHIRE GLOBAL REAL ESTATE ETF 0.0%
Value ($000) $76 Shares 1,633 Est. Cost $46.54 Unrealized
ISHARES COMEX GOLD TR ISHARES 0.0%
Value ($000) $71 Shares 6,936 Est. Cost $11.98 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.0%
Value ($000) $70 Shares 636 Est. Cost $110.06 Unrealized
ST SPDR SP BRIC 40 0.0%
Value ($000) $69 Shares 3,720 Est. Cost $20.50 Unrealized
IEF ISHARES TR BARCLAYS 7-10 YR TREAS BD ETF 0.0%
Value ($000) $69 Shares 656 Est. Cost $104.78 Unrealized
KMMXX DEUTSCHE MON MKT PRIME SERIES- DEUTSCHE MONEY MARKET FUND 0.0%
Value ($000) $67 Shares 67,382 Est. Cost $0.99 Unrealized
FDRXX FIDELITY GOVERNMENT CASH RESERVES RETAIL CLASS 0.0%
Value ($000) $67 Shares 67,382 Est. Cost $0.99 Unrealized
UTIXX FEDERATED US TREASURY CASH RESERVES FUND INSTITUTIONAL CLASS 0.0%
Value ($000) $67 Shares 67,376 Est. Cost $0.99 Unrealized
WIP SPDR SERIES TRUST DB INT'L GOV'T INFLATION-PROTECTED BOND ETF 0.0%
Value ($000) $57 Shares 1,123 Est. Cost $58.62 Unrealized
TLT ISHARES TR BARCLAYS 20+ YR TREAS BD ETF 0.0%
Value ($000) $48 Shares 399 Est. Cost $124.30 Unrealized
VUG VANGUARD GROWTH VIPERS 0.0%
Value ($000) $35 Shares 325 Est. Cost $99.97 Unrealized
SUB ISHARES TR SHORT TERM NATL AMT FREE MUNI BD ETF 0.0%
Value ($000) $34 Shares 323 Est. Cost $105.69 Unrealized
ILF ISHARES LATIN AMERICA 40 ETF 0.0%
Value ($000) $34 Shares 1,598 Est. Cost $32.98 Unrealized
HAIAX HARTFORD DISCIPLINED EQUITY FUND CLASS A 0.0%
Value ($000) $30 Shares 1,262 Est. Cost $23.77 Unrealized
V VISA INC COM CL A 0.0%
Value ($000) $26 Shares 340 Est. Cost $55.97 Unrealized +28.9%
GUGGENHEIM TIMBER ETF 0.0%
Value ($000) $26 Shares 1,124 Est. Cost $23.13 Unrealized
HGOAX HARTFORD GROWTH OPPORTUNITIES FUND CLASS A 0.0%
Value ($000) $25 Shares 657 Est. Cost $38.05 Unrealized
IXC ISHARES GLOBAL ENERGY ETF 0.0%
Value ($000) $18 Shares 636 Est. Cost $37.84 Unrealized
PLUM CREEK TIMBER CO INC 0.0%
Value ($000) $15 Shares 304 Est. Cost $49.34 Unrealized
SPDR SER TR BARCLAYS HIGH YIELD 0.0%
Value ($000) $15 Shares 441 Est. Cost $42.32 Unrealized
HYG ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF 0.0%
Value ($000) $15 Shares 192 Est. Cost $88.95 Unrealized
MXI ISHARES GLOBAL MATERIALS ETF 0.0%
Value ($000) $9 Shares 192 Est. Cost $56.63 Unrealized
ITTAX HARTFORD ADVISERS FUND CLASS A 0.0%
Value ($000) $9 Shares 464 Est. Cost $19.40 Unrealized
EPD ENTERPRISE PRODUCTS PARTNERS L P 0.0%
Value ($000) $8 Shares 300 Est. Cost $30.00 Unrealized
RFCTX RUSSELL STRATEGIC BOND FUND CLASS S 0.0%
Value ($000) $8 Shares 702 Est. Cost $11.69 Unrealized
WESTERN ASSET PREMIER BOND FUND COMMON SHARES OF BENEFICIAL INTEREST 0.0%
Value ($000) $6 Shares 500 Est. Cost $14.00 Unrealized
F FORD MOTOR COMPANY 0.0%
Value ($000) $6 Shares 400 Est. Cost $7.61 Unrealized +9.7%
VZ VERIZON COMMUNICATIONS 0.0%
Value ($000) $5 Shares 100 Est. Cost $28.32 Unrealized -4.9%
VSS VANGUARD INTL EQUITY FDS FTSE ALL WORLD EX USA SMALL CAP INDEX FD ETF SHS 0.0%
Value ($000) $5 Shares 56 Est. Cost $94.98 Unrealized
EMB ISHARES JP MORGAN USD EMERGING MKTS BD ETF 0.0%
Value ($000) $5 Shares 51 Est. Cost $112.81 Unrealized
GUNR FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD 0.0%
Value ($000) $5 Shares 245 Est. Cost $33.54 Unrealized
RFATX RUSSELL INVESTMENT GRADE BOND FUND CLASS S 0.0%
Value ($000) $4 Shares 187 Est. Cost $21.96 Unrealized
FSTGX FIDELITY INTERMED GOVT INCOME FUND RETAIL CLASS 0.0%
Value ($000) $4 Shares 422 Est. Cost $11.96 Unrealized
NSC NORFOLK SOUTHERN CORP COM 0.0%
Value ($000) $4 Shares 50 Est. Cost $77.43 Unrealized -10.7%
CENTURYLINK INC COM 0.0%
Value ($000) $3 Shares 100 Est. Cost $30.00 Unrealized
CSX CSX CORP 0.0%
Value ($000) $3 Shares 100 Est. Cost $9.83 Unrealized -20.7%
RSESX RUSSELL U.S. STRATEGIC EQUITY FUND CLASS S 0.0%
Value ($000) $3 Shares 252 Est. Cost $12.61 Unrealized
DUK DUKE ENERGY CORP NEW COM 0.0%
Value ($000) $3 Shares 41 Est. Cost $48.71 Unrealized -4.8%
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 219 Est. Cost $9.22 Unrealized
RUSSELL MULTI-STRATEGY ALTERNATIVE FUND CLASS S 0.0%
Value ($000) $1 Shares 76 Est. Cost $13.16 Unrealized
MSI MOTOROLA INC COM NEW 0.0%
Value ($000) $1 Shares 20 Est. Cost $47.42 Unrealized +25.2%
RGESX RUSSELL GLOBAL EQUITY FUND CLASS S 0.0%
Value ($000) $1 Shares 144 Est. Cost $7.67 Unrealized
RLESX RUSSELL US SMALL CAP EQUITY FUND CLASS S 0.0%
Value ($000) $1 Shares 27 Est. Cost $39.78 Unrealized
REMSX RUSSELL EMERGING MARKETS FUND CLASS S 0.0%
Value ($000) $1 Shares 43 Est. Cost $23.26 Unrealized
RGISX RUSSELL GLOBAL INFRASTRUCTURE FUND CLASS S 0.0%
Value ($000) $1 Shares 68 Est. Cost $15.35 Unrealized
RINTX RUSSELL INTL DEVELOPED MARKETS FUND CLASS S 0.0%
Value ($000) $1 Shares 35 Est. Cost $28.57 Unrealized
BOEING COMPANY 0.0%
Value ($000) $1 Shares 9 Est. Cost $111.11 Unrealized
COP CONOCOPHILLIPS COM 0.0%
Value ($000) $1 Shares 25 Est. Cost $46.39 Unrealized -17.3%
QCOM QUALCOMM INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $50.31 Unrealized -20.5%
BAXTER INTL INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
BAXALTA INC COM 0.0%
Value ($000) $1 Shares 16 Est. Cost $62.50 Unrealized
EMR EMERSON ELEC. CO. 0.0%
Value ($000) $1 Shares 19 Est. Cost $44.23 Unrealized -17.4%
AMBA AMBARELLA INC 0.0%
Value ($000) $1 Shares 16 Est. Cost $87.40 Unrealized -35.5%
ATP OIL & GAS CORPORATION 0.0%
Value ($000) $0 Shares 900 Est. Cost 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 14 Est. Cost Unrealized
RUSSELL COMMODITY STRATEGIES FUND CLASS S 0.0%
Value ($000) $0 Shares 75 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 +0.2%
CURRENCYSHARES EURO TRUST EURO CURRENCY SHARES 0.0%
Value ($000) $0 Shares 3 Est. Cost Unrealized
FXI ISHARES TR CHINA LARGE CAP ETF 0.0%
Value ($000) $0 Shares 1 Est. Cost $44.13 Unrealized