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Interactive Financial Advisors

Latest statistics and disclosures from Interactive Financial Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, AGG, VEA, VIG, RAVI, and represent 37.15% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 4 stocks: GOOG, RAVI, JPIN, EFAV.
Started 1 new stock position in GOOG.
Reduced shares in these 10 stocks: VIG, IVV, ESG, QQQ, AAPL, AGG, ITA, IGM, XLK, FIW.
Sold out of its positions in COST, GILD, IEI, FLOT, TSLA, VCSH, USDU.
Interactive Financial Advisors was a net seller of stock by $-32M.
Interactive Financial Advisors has $185M in assets under management (AUM), dropping by -9.84%.
Central Index Key (CIK): 0001419099

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Positions held by Interactive Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Interactive Financial Advisors

Interactive Financial Advisors holds 81 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	14.1	$26M	-9%	39k	669.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.6	$12M	-12%	122k	100.25	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	5.9	$11M	-3%	184k	59.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	5.3	$9.7M	-22%	45k	215.79	View chart
Flexshares Tr Flexshares Ultra (RAVI)	5.3	$9.7M	+2%	129k	75.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$9.7M	-16%	16k	600.40	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	3.9	$7.2M		80k	89.37	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	3.9	$7.1M	-3%	37k	194.50	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.6	$4.8M	-2%	55k	88.65	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	2.6	$4.8M	-6%	141k	33.89	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	2.6	$4.8M	-2%	51k	94.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.5	$4.6M	-3%	15k	307.87	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.3	$4.3M	-26%	34k	125.95	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.2	$4.1M	-6%	177k	23.12	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.0	$3.7M	-13%	75k	49.46	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$3.5M	-20%	52k	67.83	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.8	$3.4M	-18%	19k	176.82	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	1.8	$3.3M		44k	74.90	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	1.6	$2.9M	-46%	19k	154.22	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.4	$2.6M	-17%	19k	139.17	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.4	$2.6M	-39%	12k	209.27	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$2.4M	-6%	82k	29.73	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.2	$2.3M	-15%	21k	111.47	View chart
Select Sector Spdr Tr Technology (XLK)	1.2	$2.3M	-32%	8.0k	281.87	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$2.1M		7.1k	293.75	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	1.0	$1.9M	-19%	36k	54.09	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.9	$1.7M	-23%	19k	87.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$1.6M	-11%	11k	140.96	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.8	$1.5M	-22%	19k	78.37	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$1.2M		37k	33.65	View chart
Vanguard Wellington Us Quality (VFQY)	0.7	$1.2M	-2%	8.0k	150.82	View chart
Ishares Tr Tips Bd Etf (TIP)	0.6	$1.0M	-3%	9.4k	111.23	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$1.0M	-28%	11k	89.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.5	$951k		27k	35.45	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.5	$939k	-49%	8.4k	112.36	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$911k	-30%	2.8k	326.38	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$863k	-7%	1.4k	612.59	View chart
Vanguard World Utilities Etf (VPU)	0.5	$848k	-2%	4.5k	189.41	View chart
GATX Corporation (GATX)	0.4	$788k		4.5k	174.80	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$731k	-26%	8.5k	86.31	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.4	$715k	-12%	8.5k	84.11	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.4	$677k	-17%	14k	49.81	View chart
Us Bancorp Del Com New (USB)	0.4	$651k		14k	48.33	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.3	$643k		10k	62.91	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$623k	-7%	29k	21.57	View chart
Ishares Tr Residential Mult (REZ)	0.3	$614k	-7%	7.2k	84.98	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.3	$605k	-9%	25k	24.33	View chart
Horizon Fds Expedition Plus (HBTA)	0.3	$596k	-2%	21k	28.27	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$584k	-19%	12k	49.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$571k	-29%	6.4k	88.97	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.3	$515k	-21%	4.2k	123.93	View chart
Allstate Corporation (ALL)	0.3	$510k		2.4k	214.65	View chart
Ishares Tr Future Exponenti (XT)	0.3	$507k	-25%	7.0k	71.94	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.3	$476k	-19%	4.7k	100.76	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$458k	-33%	687.00	666.88	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$433k	-7%	8.8k	49.05	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$429k	-11%	6.6k	65.02	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$427k	-42%	9.0k	47.63	View chart
American Electric Power Company (AEP)	0.2	$394k		3.5k	112.50	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$378k	-7%	4.0k	93.37	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$360k		3.4k	106.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$334k	-7%	1.6k	206.59	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$331k		3.9k	84.83	View chart
Amazon (AMZN)	0.2	$331k	-22%	1.5k	219.57	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$330k	-7%	4.0k	82.98	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$329k	-29%	15k	22.50	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$323k	-42%	3.6k	89.62	View chart
Morgan Stanley Com New (MS)	0.2	$318k		2.0k	158.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$296k	-9%	1.2k	242.14	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$292k	-2%	9.2k	31.62	View chart
Microsoft Corporation (MSFT)	0.1	$262k	-49%	505.00	517.95	View chart
Apple (AAPL)	0.1	$257k	-87%	1.0k	254.63	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	0.1	$254k	+5%	3.8k	66.61	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$244k	NEW	1.0k	243.55	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$230k		1.9k	120.72	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.1	$230k	-58%	3.0k	76.19	View chart
Chevron Corporation (CVX)	0.1	$230k		1.5k	155.29	View chart
Vanguard World Comm Srvc Etf (VOX)	0.1	$229k	-24%	1.2k	187.73	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$222k	-57%	560.00	396.50	View chart
Southern Company (SO)	0.1	$209k		2.2k	94.77	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$204k	-6%	8.8k	23.09	View chart

Past Filings by Interactive Financial Advisors

SEC 13F filings are viewable for Interactive Financial Advisors going back to 2011

Interactive Financial Advisors 2025 Q3 filed Oct. 29, 2025
Interactive Financial Advisors 2025 Q2 filed July 29, 2025
Interactive Financial Advisors 2025 Q1 filed April 29, 2025
Interactive Financial Advisors 2024 Q4 filed Feb. 6, 2025
Interactive Financial Advisors 2024 Q3 filed Oct. 30, 2024
Interactive Financial Advisors 2024 Q2 filed Aug. 2, 2024
Interactive Financial Advisors 2024 Q1 filed May 3, 2024
Interactive Financial Advisors 2023 Q4 filed Feb. 5, 2024
Interactive Financial Advisors 2023 Q3 filed Oct. 26, 2023
Interactive Financial Advisors 2023 Q2 filed Aug. 1, 2023
Interactive Financial Advisors 2023 Q1 filed April 27, 2023
Interactive Financial Advisors 2022 Q4 filed Feb. 8, 2023
Interactive Financial Advisors 2022 Q3 filed Nov. 14, 2022
Interactive Financial Advisors 2022 Q2 filed Aug. 10, 2022
Interactive Financial Advisors 2022 Q1 filed May 9, 2022
Interactive Financial Advisors 2021 Q4 filed Feb. 11, 2022

View all past filings

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