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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 38.38% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VO, QQQ, RAVI, VV, IJT, VOO, VEA, QUAL, IGM, SLYV.
Started 1 new stock position in IJT.
Reduced shares in these 10 stocks: IVV, VTI, VIG, IVE, ITA, IWM, XLV, SHY, PFF, IWN.
Sold out of its positions in IVE, SHY, IWM, PFF, VTI.
Interactive Financial Advisors was a net buyer of stock by $139k.
Interactive Financial Advisors has $164M in assets under management (AUM), dropping by 7.32%.
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 74 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.3	$22M	-2%	30k	732.59	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.2	$12M		172k	69.17	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.2	$10M		103k	98.83	View chart
Flexshares Tr Ultr Sho Inc Fd (RAVI)	6.1	$10M	+4%	132k	75.42	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.5	$9.1M	+6%	13k	719.39	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.7	$7.6M		35k	216.06	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.2	$6.8M		79k	86.53	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.5	$5.8M	-5%	25k	233.29	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	3.5	$5.8M		49k	116.90	View chart
Spdr Series Trust ST STR SP600SM C (SLYV)	3.4	$5.6M		53k	107.03	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	3.0	$4.9M		30k	161.94	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	2.8	$4.6M		138k	33.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.6	$4.3M	+8%	13k	317.59	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.4	$4.0M		174k	22.77	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.9	$3.2M	-2%	65k	48.44	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	1.8	$2.9M		34k	84.97	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.5	$2.4M	-10%	10k	234.82	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.4	$2.3M		80k	29.19	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$2.1M	-7%	9.9k	215.82	View chart
Ishares Tr Eafe Value Etf (EFV)	1.2	$2.0M	-7%	27k	74.56	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.0M	+306%	24k	81.49	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	1.2	$1.9M	-10%	12k	157.99	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.0	$1.7M	+2%	15k	108.57	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.0	$1.6M	+4%	8.3k	191.15	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.9	$1.5M		34k	45.39	View chart
Vanguard Wellington Us Quality (VFQY)	0.8	$1.4M	-3%	8.0k	170.30	View chart
Ishares Gold Tr Ishares New (IAU)	0.8	$1.3M		18k	75.51	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$1.2M		28k	43.71	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.7	$1.2M	-4%	23k	53.08	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.7	$1.2M	+5%	14k	82.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.6	$1.0M	-2%	28k	36.56	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$959k	+16%	1.5k	623.15	View chart
Vanguard World Utilities Etf (VPU)	0.5	$865k	-3%	4.4k	195.76	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.5	$824k	+3%	1.3k	639.51	View chart
Us Bancorp Com New (USB)	0.5	$813k		14k	60.40	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.5	$805k	-10%	5.3k	151.35	View chart
GATX Corporation (GATX)	0.5	$797k		4.5k	177.19	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$751k	+5%	9.1k	82.52	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.5	$748k	-6%	14k	54.21	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.5	$739k		10k	72.28	View chart
Ishares Tr Tips Bd Etf (TIP)	0.4	$715k	-5%	6.5k	109.36	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$668k	+3%	8.4k	79.86	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.4	$621k		7.5k	82.64	View chart
Horizon Fds Expedition Plus (HBTA)	0.4	$613k		19k	32.69	View chart
Allstate Corporation (ALL)	0.3	$565k		2.4k	237.94	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$551k	+6%	25k	22.22	View chart
Ishares Tr Residential Mult (REZ)	0.3	$548k	+8%	6.3k	87.56	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$534k	+5%	5.8k	92.52	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.3	$499k	+17%	4.6k	108.32	View chart
American Electric Power Company (AEP)	0.3	$479k		3.5k	136.81	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$469k	-19%	2.7k	173.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$435k	+4%	610.00	713.74	View chart
Morgan Stanley Com New (MS)	0.3	$421k		2.0k	209.04	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.2	$383k	-10%	7.5k	50.77	View chart
Amazon (AMZN)	0.2	$380k		1.6k	238.34	View chart
Ishares Tr North Amern Nat (IGE)	0.2	$378k	+6%	7.4k	51.34	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.2	$362k	-3%	6.1k	59.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$360k		3.3k	107.64	View chart
Apple (AAPL)	0.2	$359k	-7%	1.2k	289.36	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$357k		1.0k	353.33	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$348k	-2%	6.5k	53.48	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$345k	-9%	2.5k	139.78	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$315k	-13%	13k	23.87	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$314k	+3%	2.9k	109.55	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$306k	+4%	14k	22.57	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$259k		701.00	368.74	View chart
Nextera Energy (NEE)	0.1	$243k	-2%	2.8k	87.77	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$239k	-34%	2.3k	101.83	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$237k	NEW	1.3k	178.60	View chart
Microsoft Corporation (MSFT)	0.1	$235k	-6%	630.00	373.02	View chart
Chevron Corporation (CVX)	0.1	$232k	-11%	1.4k	165.76	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.1	$213k	-12%	2.9k	72.31	View chart
Southern Company (SO)	0.1	$211k		2.2k	95.71	View chart
DTE Energy Company (DTE)	0.1	$211k		1.4k	152.37	View chart

Past Filings by Interactive Financial Advisors

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

Interactive Financial Advisors 2026 Q2 filed July 31, 2026
Interactive Financial Advisors 2026 Q1 filed April 28, 2026
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

View all past filings

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