§ 13F · FUND PROFILE
INTERACTIVE FINANCIAL ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $185M (13F)Positions · 81Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$844K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 30K | $20M | 13.0% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 170K | $11M | 7.1% | ±0% |
| 3 | AGG | ISHARES TR | 104K | $10M | 6.7% | −1% |
| 4 | RAVI | FLEXSHARES TR | 127K | $10M | 6.2% | +3% |
| 5 | QQQ | INVESCO QQQ TR | 12K | $7M | 4.5% | −5% |
| 6 | TLT | ISHARES TR | 78K | $7M | 4.5% | −1% |
| 7 | QUAL | ISHARES TR | 35K | $7M | 4.4% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 26K | $6M | 3.7% | −2% |
| 9 | SLYV | SPDR SERIES TRUST | 52K | $5M | 3.2% | +1% |
| 10 | SLYG | SPDR SERIES TRUST | 49K | $5M | 3.1% | +2% |
§ 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 $185 million in assets. The fund runs a portfolio of 81 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed