IF

Interactive Financial Advisors, INC.

Diversified strategyMomentum followerLong-term holder

Total reported value

$152.9M

Reporting period: 2026-03-31 · Number of holdings: 78

INTERACTIVE FINANCIAL ADVISORS, INC. disclosed 78 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $152.9M and a quarterly turnover rate of 5.4%.

Personality snowflake

Concentration
18.14
Portfolio Stability
5.45
Momentum/Contrarian
100
Sector conviction
65.17
Diversification
100
Sizing Uniformity
83.97

Recent moves

  • Trim IVV

    -0.3%　-$1.0M

  • Trim QQQ

    -5.2%　-$844.3K

  • Trim VV

    -9.4%　-$602.2K

  • Add VEA

    +0.3%　$306.2K

  • Add RAVI

    +2.6%　$248.8K

  • Add SLYV

    +1.0%　$235.4K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth12.99%-0.50%-0.26%
2VEAVanguard Ftse Developed ETFETF-Other7.12%+0.28%+0.31%
3AGGIshares Core U.s. AggregateETF-Other6.75%-0.02%-0.94%
4RAVIFlexshares Ultra-short IncomETF-Other6.24%+0.23%+2.63%
5QQQInvesco Qqq Trust Series 1ETF-Tech4.48%-0.49%-5.24%
6TLTIshares 20+ Year Treasury BdETF-Gov Bonds4.45%—-0.68%
7QUALIshares Msci USA Quality FacETF-Other4.37%-0.03%+1.43%
8VIGVanguard Dividend Apprec ETFETF-Other3.69%-0.13%-2.50%
9SLYVSs Spdr S&p 600 Sc Val ETFETF-Other3.20%+0.19%+1.04%
10SLYGSs Spdr S&p 600 Sc Gr ETFETF-Other3.07%+0.16%+1.58%
11SPIBSs Spdr P Int C CORP ETFETF-Other3.04%+0.07%+1.75%
12GOVTIshares US Treasury Bond ETFETF-Gov Bonds2.61%+0.06%+1.68%
13VVVanguard Large-cap ETFETF-Other2.42%-0.36%-9.40%
14IGMIshares Expanded Tech SectorETF-Tech2.30%-0.14%+1.41%
15BNDXVanguard Total Intl Bond ETFETF-Other2.10%—+0.90%
16SPGMState Street Spdr PortfolioETF-Other1.70%—+2.07%
17ITAIshares U.s. Aerospace & DefETF-Other1.63%—-3.14%
18ANGLVaneck Fallen Angel High YldETF-Other1.50%—+1.69%
19EFVIshares Msci Eafe Value ETFETF-Other1.44%—-3.31%
20IWNIshares Russell 2000 Value EETF-Small Cap1.33%+0.03%-3.42%
21XLVSs Health Care Select SectorETF-Other1.32%-0.08%-1.83%
22VOVanguard Mid-cap ETFETF-Other1.11%+0.04%+3.37%
23LQDIshr Ibx Usd Invgd Cb Etf-uiETF-Corp Bonds1.06%-0.03%-2.94%
24IAUIshares Gold TrustETF-Commodities1.04%+0.13%+3.98%
25XLUSt Sr Utl Sl Se Spdr Etf-usdETF-Other1.02%+0.07%-1.30%
26IGIBIshares 5-10y Inv Grade CORPETF-Corp Bonds0.84%-0.03%-3.00%
27VFQYVanguard U.s. Quality FactorETF-Other0.81%+0.05%+7.93%
28XLPSs Consumer Staples Sel SectETF-Other0.71%+0.03%-1.79%
29XLKSs Technology Select SectorETF-Tech0.70%-0.10%-7.39%
30IDHQInvesco S&p International DeETF-Other0.65%—-0.92%
31RSPRInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.64%+0.06%+8.99%
32VPUVanguard Utilities ETFETF-Other0.59%+0.08%+7.20%
33XLESs Energy Select SectorETF-Other0.59%+0.15%-4.30%
34VYMVanguard High Dvd Yield ETFETF-Other0.58%—-2.61%
35VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.52%—+4.34%
36GATXGatx CORPStock-Industrials0.50%—-0.11%
37TIPIshares Tips Bond ETFETF-Other0.50%+0.03%+4.76%
38VCITVanguard Int-term CorporateETF-Corp Bonds0.47%—+3.44%
39USBUS BancorpStock-Financials0.46%——
40JQUAJpmorgan US Quality FactorETF-Other0.41%——
41ARKKArk Innovation ETFETF-Other0.36%-0.04%+0.44%
42HBTAHorizon Expedition Plus ETFETF-Other0.33%-0.03%-0.79%
43ESGFlexshares Stoxx US Esg SeleETF-Other0.33%-0.03%-6.11%
44XTIshar Fture Exp Tech Etf-usdETF-Tech0.33%—+0.68%
45SCHHSchwab US Reit ETFETF-Other0.33%—-3.98%
46ALLAllstate CORPStock-Financials0.32%——
47DGRWWisdomtree U.s. Quality DiviETF-Other0.32%-0.02%-6.40%
48REZIshars Res And Multi RealesETF-Other0.32%—-3.50%
49SMHVaneck Semiconductor ETFETF-Other0.31%-0.02%-12.06%
50AEPAmerican Electric PowerStock-Utilities0.30%+0.04%—
1–50 of 78

Holding changes this quarter

Interactive Financial Advisors, INC.'s most significant position changes for 2026-03-31: New buy: Vanguard Total Stock Mkt ETF (VTI); Sold out: Capital One Financial CORP (COF); New buy: Southern Co/the (SO); Sold out: Invesco National Amt-free Mu (PZA); Sold out: Amplify Online Retail ETF (IBUY).

Position changes disclosed by Interactive Financial Advisors, INC. for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1VEAVanguard Ftse Developed ETF+0.3%+0.31%Add
2RAVIFlexshares Ultra-short Incom+0.2%+2.63%Add
3SLYVSs Spdr S&p 600 Sc Val ETF+0.2%+1.04%Add
4SLYGSs Spdr S&p 600 Sc Gr ETF+0.2%+1.58%Add
5XLESs Energy Select Sector+0.2%-4.30%Trim
6IAUIshares Gold Trust+0.1%+3.98%Add
7VPUVanguard Utilities ETF+0.1%+7.20%Add
8XLUSt Sr Utl Sl Se Spdr Etf-usd+0.1%-1.30%Trim
9SPIBSs Spdr P Int C CORP ETF+0.1%+1.75%Add
10CVXChevron CORP+0.1%+5.89%Add
11RSPRInvesco S&p 500 Equal Weight+0.1%+8.99%Add
12GOVTIshares US Treasury Bond ETF+0.1%+1.68%Add
13IGEIshares North American Natur+0.1%-4.59%Trim
14VFQYVanguard U.s. Quality Factor+0.1%+7.93%Add
15AEPAmerican Electric Power0%—Unchanged
16AAPLApple INC0%+27.31%Add
17VOVanguard Mid-cap ETF0%+3.37%Add
18NEENextera Energy INC0%+5.71%Add
19XLPSs Consumer Staples Sel Sect0%-1.79%Trim
20TIPIshares Tips Bond ETF0%+4.76%Add
21SLVIshares Silver Trust0%+2.52%Add
22IWNIshares Russell 2000 Value E0%-3.42%Trim
23TLTIshares 20+ Year Treasury Bd—-0.68%Trim
24ITAIshares U.s. Aerospace & Def—-3.14%Trim
25GOOGAlphabet Inc-cl C0%+0.30%Add
26MSMorgan Stanley0%+0.10%Add
27AGGIshares Core U.s. Aggregate0%-0.94%Trim
28DGRWWisdomtree U.s. Quality Divi0%-6.40%Trim
29SMHVaneck Semiconductor ETF0%-12.06%Trim
30QUALIshares Msci USA Quality Fac0%+1.43%Add
31LQDIshr Ibx Usd Invgd Cb Etf-ui0%-2.94%Trim
32IGIBIshares 5-10y Inv Grade CORP0%-3.00%Trim
33ESGFlexshares Stoxx US Esg Sele0%-6.11%Trim
34HBTAHorizon Expedition Plus ETF0%-0.79%Trim
35SPYSs Spdr S&p 500 ETF Trust-us0%-6.25%Trim
36ARKKArk Innovation ETF0%+0.44%Add
37FIWFirst Trust Water ETF-0.1%-10.73%Trim
38XLVSs Health Care Select Sector-0.1%-1.83%Trim
39XLKSs Technology Select Sector-0.1%-7.39%Trim
40VIGVanguard Dividend Apprec ETF-0.1%-2.50%Trim
41IGMIshares Expanded Tech Sector-0.1%+1.41%Add
42VVVanguard Large-cap ETF-0.4%-9.40%Trim
43QQQInvesco Qqq Trust Series 1-0.5%-5.24%Trim
44IVVIshares Core S&p 500 ETF-0.5%-0.26%Trim
45VTIVanguard Total Stock Mkt ETF—NEWNew buy
46COFCapital One Financial CORP—EXITSold out
47SOSouthern Co/the—NEWNew buy
48PZAInvesco National Amt-free Mu—EXITSold out
49IBUYAmplify Online Retail ETF—EXITSold out
50DTEDte Energy Company—NEWNew buy

FAQ

What is Interactive Financial Advisors, INC. and what type of investor is it?
Interactive Financial Advisors, INC. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $152.9M, spread across 78 disclosed positions.
What are Interactive Financial Advisors, INC.'s largest equity positions?
Based on the latest 13F filing, Interactive Financial Advisors, INC.'s top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $19.9M (13.0%) 2. Vanguard Ftse Developed ETF (VEA) — $10.9M (7.1%) 3. Ishares Core U.s. Aggregate (AGG) — $10.3M (6.8%) 4. Flexshares Ultra-short Incom (RAVI) — $9.5M (6.2%) 5. Invesco Qqq Trust Series 1 (QQQ) — $6.9M (4.5%)
What changes did Interactive Financial Advisors, INC. make in its most recent portfolio filing?
In the latest reported quarter, Interactive Financial Advisors, INC. made 49 notable position adjustments: 3 new positions were initiated, 21 existing holdings were added to, 22 positions were partially reduced, and 3 were completely exited. The largest of these moves: New buy: Vanguard Total Stock Mkt ETF (VTI); Sold out: Capital One Financial CORP (COF); New buy: Southern Co/the (SO); Sold out: Invesco National Amt-free Mu (PZA); Sold out: Amplify Online Retail ETF (IBUY)
What sectors does Interactive Financial Advisors, INC. focus on?
Interactive Financial Advisors, INC. is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 31.6% • Financials: 17.7% • Consumer Discretionary: 17.6% • Energy: 17.6% • Communication Services: 15.5%