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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, VEA, AGG, RAVI, QQQ, and represent 38.07% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: IAU, XLU, SLV, GLD, COF, NEE, XLE, XLK, XT, MSFT.
Started 5 new stock positions in SLV, COF, IAU, NEE, GLD.
Reduced shares in these 10 stocks: IVV (-$5.8M), VIG, ESG, QQQ, AGG, EFV, IWN, VEA, SPGM, VYM.
Sold out of its positions in PAVE, IVW, EFAV, JPIN, XLB, SO, VCR, VOX.
Interactive Financial Advisors was a net seller of stock by $-30M.
Interactive Financial Advisors has $155M in assets under management (AUM), dropping by -16.32%.
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 78 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.5	$21M	-21%	31k	684.96	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	6.8	$11M	-7%	169k	62.47	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.8	$11M	-13%	105k	99.88	View chart
Flexshares Tr Flexshares Ultra (RAVI)	6.0	$9.3M	-4%	123k	75.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.0	$7.7M	-22%	13k	614.31	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.4	$6.9M		79k	87.16	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$6.8M	-6%	34k	198.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.8	$5.9M	-40%	27k	219.79	View chart
Spdr Series Trust State Street Spd (SLYV)	3.0	$4.7M	-5%	51k	90.97	View chart
Spdr Series Trust State Street Spd (SPIB)	3.0	$4.6M	-3%	136k	33.81	View chart
Spdr Series Trust State Street Spd (SLYG)	2.9	$4.5M	-5%	48k	94.19	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.8	$4.3M	-8%	14k	314.82	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.5	$3.9M	-3%	171k	23.03	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.4	$3.8M	-13%	29k	129.16	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$3.2M	-11%	66k	48.32	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	1.7	$2.6M	-24%	34k	76.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.5M	-4%	12k	214.70	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.5	$2.3M	-4%	79k	29.37	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$2.2M	-40%	31k	71.41	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.4	$2.2M	-24%	14k	154.80	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$2.0M	-42%	11k	181.22	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.1	$1.7M	-25%	15k	110.19	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$1.7M	-19%	5.7k	290.25	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$1.5M	+79%	35k	42.69	View chart
Ishares Gold Tr Ishares New (IAU)	0.9	$1.4M	NEW	17k	81.17	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.9	$1.3M	-29%	25k	53.88	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$1.2M	+7%	8.6k	143.99	View chart
Vanguard Wellington Us Quality (VFQY)	0.8	$1.2M	-3%	7.7k	153.41	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$1.0M	-30%	14k	77.68	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.6	$1000k	-22%	28k	35.15	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.6	$904k		27k	33.63	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$879k	-46%	6.1k	143.53	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$794k	-10%	1.3k	627.41	View chart
Vanguard World Utilities Etf (VPU)	0.5	$789k	-4%	4.3k	185.04	View chart
GATX Corporation (GATX)	0.5	$764k		4.5k	169.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$727k	-29%	6.6k	109.91	View chart
Us Bancorp Del Com New (USB)	0.5	$718k		14k	53.36	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$700k		8.4k	83.76	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$687k	+35%	15k	44.71	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$646k		10k	63.18	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$616k	-5%	8.0k	76.92	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.4	$562k	-81%	3.6k	158.25	View chart
Horizon Fds Expedition Plus (HBTA)	0.4	$553k	-9%	19k	28.97	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$524k	-8%	5.9k	89.44	View chart
Ishares Tr Future Exponenti (XT)	0.3	$514k	+4%	7.4k	69.74	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$508k	-49%	1.4k	360.34	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$505k	-16%	24k	20.89	View chart
Ishares Tr Residential Mult (REZ)	0.3	$496k	-17%	6.0k	82.64	View chart
Allstate Corporation (ALL)	0.3	$495k		2.4k	208.15	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.3	$477k	-47%	4.4k	108.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$426k	-9%	624.00	682.40	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$422k	-25%	8.8k	48.00	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$420k	NEW	6.5k	64.42	View chart
American Electric Power Company (AEP)	0.3	$404k		3.5k	115.31	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$376k	-37%	16k	24.06	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$364k	-6%	3.8k	96.04	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$363k	-18%	7.2k	50.20	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$359k		3.4k	107.11	View chart
Morgan Stanley Com New (MS)	0.2	$356k		2.0k	177.53	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$355k	-31%	2.9k	123.98	View chart
Amazon (AMZN)	0.2	$348k		1.5k	230.82	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$315k		1.0k	313.80	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.2	$314k	-53%	6.3k	50.08	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$306k	-6%	14k	22.49	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$304k	-11%	1.4k	212.11	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$296k	-38%	2.9k	101.84	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$288k	NEW	727.00	396.31	View chart
Apple (AAPL)	0.2	$286k	+3%	1.1k	271.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$277k	-8%	1.1k	246.26	View chart
Microsoft Corporation (MSFT)	0.2	$256k	+4%	529.00	483.62	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$231k	-47%	3.4k	67.13	View chart
Chevron Corporation (CVX)	0.1	$228k		1.5k	152.41	View chart
Capital One Financial (COF)	0.1	$222k	NEW	917.00	242.36	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$216k	-24%	7.0k	30.96	View chart
Nextera Energy (NEE)	0.1	$215k	NEW	2.7k	80.28	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$206k	-37%	2.5k	82.83	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$205k		8.8k	23.19	View chart
Amplify Etf Tr Onlin Retl Etf (IBUY)	0.1	$205k	-9%	2.7k	74.44	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 Q4 filed Feb. 9, 2026
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

View all past filings

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