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CIK: 0001419099
Total reported value
$164.1M
$164.1M
84 檔
43.3%
According to the latest 13F quarterly dataset, Interactive Financial Advisors, Inc. managed an equity portfolio of $164.1M at the end of Q1 2025, spanning 84 distinct U.S. exchange-listed positions.
In Q1 2025, Interactive Financial Advisors, Inc. displayed an active expansion posture, initiating 84 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 13.39% | +0.30% | +1.04% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.54% | -0.53% | +0.82% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 6.04% | -0.19% | -0.90% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.51% | +0.12% | +3.70% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.00% | +1.07% | +4.34% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 3.65% | +0.29% | +3.75% | |
| 7 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 3.46% | -0.28% | +10.17% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 2.80% | -0.22% | +1.25% | |
| 9 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 2.50% | -0.04% | -1.77% | |
| 10 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.43% | -0.20% | +1.35% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 2.38% | +0.23% | +4.33% | |
| 12 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.37% | +0.44% | +4.60% | |
| 13 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.31% | -0.17% | +1.22% | |
| 14 | VV | Vanguard Large-cap ETF | ETF-Other | 2.22% | +0.18% | +5.61% | |
| 15 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.20% | +0.68% | +0.51% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 2.08% | -0.19% | -1.15% | |
| 17 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.90% | -0.03% | -0.81% | |
| 18 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.78% | +0.08% | -0.62% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-Other | 1.76% | -0.14% | +13.20% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.66% | -0.17% | -0.71% | |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.42% | -0.05% | -1.63% | |
| 22 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.41% | -0.08% | +1.27% | |
| 23 | XLK | Ss Technology Select Sector | ETF-Tech | 1.30% | +0.27% | +6.50% | |
| 24 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.22% | -0.09% | -0.03% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.15% | +0.08% | -0.47% | |
| 26 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 1.08% | — | -3.19% | |
| 27 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.06% | -0.08% | +2.44% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.95% | — | — | |
| 29 | FIW | First Trust Water ETF | ETF-Other | 0.88% | +0.04% | -2.79% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.09% | -2.05% | |
| 31 | XLE | Ss Energy Select Sector | ETF-Other | 0.80% | -0.13% | +27.15% | |
| 32 | IDHQ | Invesco S&p International De | ETF-Other | 0.71% | +0.10% | -0.19% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.59% | -0.06% | +0.01% | |
| 34 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.57% | +0.02% | -0.45% | |
| 35 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.51% | -0.01% | -0.21% | |
| 36 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 0.50% | -0.15% | -36.29% | |
| 37 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.45% | +0.19% | +6.07% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.43% | -0.01% | +0.20% | |
| 39 | VPU | Vanguard Utilities ETF | ETF-Other | 0.41% | -0.06% | -0.61% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.06% | -6.60% | |
| 41 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.41% | -0.04% | +0.17% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.38% | +0.01% | -1.82% | |
| 43 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.38% | — | -0.95% | |
| 44 | GATX | Gatx CORP | Stock-Industrials | 0.37% | -0.01% | +0.09% | |
| 45 | TDTT | Flexshares Iboxx 3-year Targ | ETF-Other | 0.35% | -0.05% | -0.48% | |
| 46 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.35% | +0.01% | -4.92% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-Other | 0.35% | +0.01% | -4.20% | |
| 48 | JPUS | Jpmorgan Div Ret US Eq ETF | ETF-Other | 0.34% | -0.02% | +0.02% | |
| 49 | PAVE | Global X US Infrastructure | ETF-Other | 0.32% | — | +2.18% | |
| 50 | DHS | Wisdomtree US High Dividend | ETF-Other | 0.31% | -0.01% | -2.36% |
According to official SEC Form 13F filings, Interactive Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $164.1M across 84 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, AGG, VIG) accounted for 43.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $25.4M
During Q1 2025, Interactive Financial Advisors, Inc.'s top holdings by market value included IVV (13.4%)、AGG (7.5%)、VIG (6.0%). The largest single position, IVV, represented 13.4% of total portfolio value.
In Q1 2025, Interactive Financial Advisors, Inc. made 84 total portfolio adjustments, initiating 84 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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