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Home > Institutional Investor > Interactive Financial Advisors > Profile

Instuitional Investor - Interactive Financial Advisors

Fund Profile
Filing Period:
Fund Name: Interactive Financial Advisors
Portfolio Value $189,314,993
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 45,125 $25,355,768 13.39%
2.
Ishares Trust
 IEF 144,383 $14,282,451 7.54%
3.
Vanguard Specialized Funds - DIV APP ETF
 58,906 $11,427,267 6.04%
4.
Vanguard Tax-Managed Fds
 205,216 $10,431,146 5.51%
5.
Invesco Qqq Tr
 20,203 $9,473,944 5%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)