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CIK: 0001419099
Total reported value
$164.1M
$164.1M
78 檔
35.0%
In Q1 2026, Interactive Financial Advisors, Inc.'s U.S. equity holdings reached a combined market value of $164.1M, distributed across 78 disclosed stock positions.
In Q1 2026, Interactive Financial Advisors, Inc. adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 3 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.99% | +0.30% | -0.26% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.12% | +0.12% | +0.31% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.75% | -0.53% | -0.94% | |
| 4 | RAVI | Flexshares Ultra-short Incom | ETF-Other | 6.24% | -0.15% | +2.63% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.48% | +1.07% | -5.24% | |
| 6 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.45% | -0.28% | -0.68% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 4.37% | +0.29% | +1.43% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.69% | -0.19% | -2.50% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 3.20% | +0.23% | +1.04% | |
| 10 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 3.07% | +0.44% | +1.58% | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 3.04% | -0.22% | +1.75% | |
| 12 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 2.61% | -0.20% | +1.68% | |
| 13 | VV | Vanguard Large-cap ETF | ETF-Other | 2.42% | +0.18% | -9.40% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.30% | +0.68% | +1.41% | |
| 15 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.10% | -0.17% | +0.90% | |
| 16 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.70% | +0.08% | +2.07% | |
| 17 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.63% | -0.17% | -3.14% | |
| 18 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.50% | -0.08% | +1.69% | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.44% | -0.19% | -3.31% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.33% | -0.03% | -3.42% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.32% | -0.14% | -1.83% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.11% | +0.08% | +3.37% | |
| 23 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.06% | -0.05% | -2.94% | |
| 24 | IAU | Ishares Gold Trust | ETF-Commodities | 1.04% | -0.22% | +3.98% | |
| 25 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.02% | -0.08% | -1.30% | |
| 26 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.84% | -0.09% | -3.00% | |
| 27 | VFQY | Vanguard U.s. Quality Factor | ETF-Other | 0.81% | +0.02% | +7.93% | |
| 28 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 0.71% | — | -1.79% | |
| 29 | XLK | Ss Technology Select Sector | ETF-Tech | 0.70% | +0.27% | -7.39% | |
| 30 | IDHQ | Invesco S&p International De | ETF-Other | 0.65% | +0.10% | -0.92% | |
| 31 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.64% | -0.01% | +8.99% | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.59% | -0.06% | +7.20% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.59% | -0.13% | -4.30% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.58% | -0.09% | -2.61% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.52% | +0.06% | +4.34% | |
| 36 | GATX | Gatx CORP | Stock-Industrials | 0.50% | -0.01% | -0.11% | |
| 37 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.50% | -0.06% | +4.76% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.47% | -0.01% | +3.44% | |
| 39 | USB | US Bancorp | Stock-Financials | 0.46% | +0.04% | — | |
| 40 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 0.41% | +0.04% | — | |
| 41 | ARKK | Ark Innovation ETF | ETF-Other | 0.36% | +0.05% | +0.44% | |
| 42 | HBTA | Horizon Expedition Plus ETF | ETF-Other | 0.33% | +0.04% | -0.79% | |
| 43 | ESG | Flexshares Stoxx US Esg Sele | ETF-Other | 0.33% | -0.04% | -6.11% | |
| 44 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.33% | +0.05% | +0.68% | |
| 45 | SCHH | Schwab US Reit ETF | ETF-Other | 0.33% | +0.01% | -3.98% | |
| 46 | ALL | Allstate CORP | Stock-Financials | 0.32% | +0.02% | — | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.32% | +0.01% | -6.40% | |
| 48 | REZ | Ishars Res And Multi Reales | ETF-Other | 0.32% | +0.01% | -3.50% | |
| 49 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.31% | +0.19% | -12.06% | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.30% | -0.01% | — |
According to official SEC Form 13F filings, Interactive Financial Advisors, Inc. reported a total U.S. public equity portfolio value of $164.1M across 78 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, AGG) accounted for 35.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
VTI
市值: $428.3K
Top Position Liquidated / Trimmed
COF
前期市值: $222.2K
During Q1 2026, Interactive Financial Advisors, Inc.'s top holdings by market value included IVV (13.0%)、VEA (7.1%)、AGG (6.8%). The largest single position, IVV, represented 13.0% of total portfolio value.
In Q1 2026, Interactive Financial Advisors, Inc. made 77 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 41 holdings, and fully liquidating 3 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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