§ 13F · FUND PROFILE
INTERACTIVE FINANCIAL ADVISORS, INC..
AUM · $164M (13F)Positions · 74Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$237K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 30K | $22M | 13.3% | −2% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 172K | $12M | 7.2% | +1% |
| 3 | AGG | ISHARES TR | 103K | $10M | 6.2% | −1% |
| 4 | RAVI | FLEXSHARES TR | 132K | $10M | 6.1% | +5% |
| 5 | QQQ | INVESCO QQQ TR | 13K | $9M | 5.5% | +7% |
| 6 | QUAL | ISHARES TR | 35K | $8M | 4.7% | +2% |
| 7 | TLT | ISHARES TR | 79K | $7M | 4.2% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 25K | $6M | 3.5% | −6% |
| 9 | SLYG | SPDR SERIES TRUST | 49K | $6M | 3.5% | +1% |
| 10 | SLYV | SPDR SERIES TRUST | 53K | $6M | 3.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INTERACTIVE SIGNAL
AC read
INTERACTIVE FINANCIAL ADVISORS, INC. is a Other fund managing $164 million in assets. The fund runs a portfolio of 74 positions.
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