Top 50 Interactive Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.99% | 30.4K | $19.9M | -0.26%(-79) | $23796.39(-96.87%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.12% | 169.9K | $10.9M | +0.31%(+523) | $49.09(+43.88%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.75% | 103.9K | $10.3M | -0.94%(-989) | $153.26(-35.62%) | 2026-03-31 | |
| RAVI | FLEXSHARES TR | 6.24% | 126.5K | $9.5M | +2.63%(+3.24K) | $75.50(-0.30%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.48% | 11.9K | $6.9M | -5.24%(-657) | $421.82(+69.43%) | 2026-03-31 | |
| TLT | ISHARES TR | 4.45% | 78.5K | $6.8M | -0.68%(-536) | $94.32(-10.09%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.37% | 34.8K | $6.7M | +1.43%(+491) | $137.60(+53.32%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.69% | 26.3K | $5.6M | -2.50%(-673) | $967.90(-76.37%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 3.2% | 51.8K | $4.9M | +1.04%(+532) | $81.45(+24.00%) | 2026-03-31 | |
| SLYG | SPDR SERIES TRUST | 3.07% | 48.6K | $4.7M | +1.58%(+758) | $85.56(+25.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.34% | +30.72% |
| Top 20 Holdings Unweighted | +8.95% | +29.32% |
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