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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 37.58% of Interactive Financial Advisors's stock portfolio.
Added to shares of these 10 stocks: VTI, RAVI, SO, DTE, QUAL, VFQY, RSPR, SPIB, SLYG, AAPL.
Started 3 new stock positions in VTI, SO, DTE.
Reduced shares in these 10 stocks: VV, QQQ, , PZA, IBUY, VIG, AGG, XLK, ITA, EFV.
Sold out of its positions in IBUY, COF, PZA.
Interactive Financial Advisors was a net seller of stock by $-434k.
Interactive Financial Advisors has $153M in assets under management (AUM), dropping by -1.22%.
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 March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.0	$20M		30k	653.21	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.1	$11M		170k	64.08	View chart
Ishares Tr Core Us Aggbd Et (AGG)	6.7	$10M		104k	99.27	View chart
Flexshares Tr Flexshares Ultra (RAVI)	6.2	$9.5M	+2%	127k	75.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$6.9M	-5%	12k	577.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	4.5	$6.8M		79k	86.69	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	4.4	$6.7M		35k	191.82	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.7	$5.6M	-2%	26k	215.06	View chart
Spdr Series Trust State Street Spd (SLYV)	3.2	$4.9M		52k	94.58	View chart
Spdr Series Trust State Street Spd (SLYG)	3.1	$4.7M		49k	96.62	View chart
Spdr Series Trust State Street Spd (SPIB)	3.0	$4.6M		138k	33.54	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	2.6	$4.0M		174k	22.91	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.4	$3.7M	-9%	12k	298.86	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	2.3	$3.5M		30k	118.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	2.1	$3.2M		67k	48.05	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	1.7	$2.6M	+2%	34k	75.71	View chart
Ishares Tr Us Aer Def Etf (ITA)	1.6	$2.5M	-3%	11k	218.76	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.5	$2.3M		80k	28.72	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$2.2M	-3%	30k	74.35	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	1.3	$2.0M	-3%	11k	189.61	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.3	$2.0M		14k	146.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.1	$1.7M	+3%	5.9k	287.20	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	1.1	$1.6M	-2%	15k	108.99	View chart
Ishares Gold Tr Ishares New (IAU)	1.0	$1.6M	+3%	18k	88.16	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$1.6M		34k	45.89	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.8	$1.3M	-3%	24k	53.22	View chart
Vanguard Wellington Us Quality (VFQY)	0.8	$1.2M	+7%	8.3k	149.23	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.7	$1.1M		13k	81.99	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.7	$1.1M	-7%	8.0k	132.91	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.7	$997k		28k	35.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Rel (RSPR)	0.6	$972k	+8%	29k	33.18	View chart
Vanguard World Utilities Etf (VPU)	0.6	$906k	+7%	4.6k	198.14	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.6	$901k	-4%	15k	61.26	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.6	$883k	-2%	6.0k	148.12	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$790k	+4%	1.3k	597.85	View chart
GATX Corporation (GATX)	0.5	$768k		4.5k	170.74	View chart
Ishares Tr Tips Bd Etf (TIP)	0.5	$764k	+4%	6.9k	110.37	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.5	$715k	+3%	8.6k	82.75	View chart
Us Bancorp Com New (USB)	0.5	$700k		14k	52.01	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.4	$627k		10k	61.32	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$544k		8.0k	67.59	View chart
Horizon Fds Expedition Plus (HBTA)	0.3	$507k		19k	26.78	View chart
Flexshares Tr Stox Us Esg Slct (ESG)	0.3	$506k	-6%	3.3k	151.74	View chart
Ishares Tr Future Exponenti (XT)	0.3	$506k		7.4k	68.15	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.3	$499k	-3%	23k	21.49	View chart
Allstate Corporation (ALL)	0.3	$493k		2.4k	207.34	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$482k	-6%	5.5k	87.85	View chart
Ishares Tr Residential Mult (REZ)	0.3	$482k	-3%	5.8k	83.22	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.3	$476k	-12%	1.2k	383.57	View chart
American Electric Power Company (AEP)	0.3	$459k		3.5k	131.08	View chart
Ishares Silver Tr Ishares (SLV)	0.3	$456k	+2%	6.7k	68.14	View chart
Ishares Tr North Amern Nat (IGE)	0.3	$434k	-4%	6.9k	62.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$428k	NEW	11k	38.92	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)	0.3	$416k	-4%	8.4k	49.61	View chart
First Tr Exchange-traded Wtr Etf (FIW)	0.3	$404k	-10%	3.9k	103.15	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$381k	-6%	585.00	650.98	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.2	$371k	-2%	15k	24.24	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	0.2	$357k	-4%	2.7k	130.21	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$350k	-4%	3.6k	97.14	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$348k	-2%	3.3k	106.15	View chart
Apple (AAPL)	0.2	$340k	+27%	1.3k	253.79	View chart
Morgan Stanley Com New (MS)	0.2	$330k		2.0k	164.57	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.2	$330k		6.3k	52.44	View chart
Amazon (AMZN)	0.2	$328k	+4%	1.6k	208.27	View chart
Chevron Corporation (CVX)	0.2	$327k	+5%	1.6k	206.90	View chart
Wisdomtree Tr Us High Dividend (DHS)	0.2	$301k	-5%	2.8k	109.23	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$300k	-3%	698.00	430.29	View chart
Wisdomtree Tr Intrst Rate Hdge (AGZD)	0.2	$292k	-4%	13k	22.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$289k		1.0k	286.86	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$287k	-5%	1.4k	211.29	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$264k	-5%	1.1k	248.22	View chart
Nextera Energy (NEE)	0.2	$263k	+5%	2.8k	92.88	View chart
Microsoft Corporation (MSFT)	0.2	$250k	+27%	674.00	370.17	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.2	$230k	-2%	3.4k	68.48	View chart
Southern Company (SO)	0.1	$213k	NEW	2.2k	96.52	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$204k		2.5k	82.59	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$204k	-3%	6.7k	30.32	View chart
DTE Energy Company (DTE)	0.1	$203k	NEW	1.4k	146.22	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 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
Interactive Financial Advisors 2022 Q2 filed Aug. 10, 2022

View all past filings

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