Interactive Financial Advisors

Interactive Financial Advisors as of Sept. 30, 2025

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