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Interactive Financial Advisors, Inc.

Portfolio Manager
Interactive Financial Advisors, Inc.
Performance
-1.66% (2026 Q1)
AUM (13F)
$152.87M
# of Holdings
78
Performance Rank
Allocation (Top 20)
76.43%

Interactive Financial Advisors, Inc. Holdings Map

Top 50 Interactive Financial Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
12.99%30.4K$19.9M
-0.26%(-79)
2025-Q1: 45.1K shares2025-Q2: 43.1K shares2025-Q3: 38.9K shares2025-Q4: 30.5K shares2026-Q1: 30.4K shares
$23796.39(-96.87%)
2026-03-31
VEA
VANGUARD TAX-MANAGED FDS
7.12%169.9K$10.9M
+0.31%(+523)
2025-Q1: 205.2K shares2025-Q2: 190.9K shares2025-Q3: 183.6K shares2025-Q4: 169.4K shares2026-Q1: 169.9K shares
$49.09(+43.88%)
2026-03-31
AGG
ISHARES TR
6.75%103.9K$10.3M
-0.94%(-989)
2025-Q1: 144.4K shares2025-Q2: 138.9K shares2025-Q3: 121.9K shares2025-Q4: 104.9K shares2026-Q1: 103.9K shares
$153.26(-35.62%)
2026-03-31
RAVI
FLEXSHARES TR
6.24%126.5K$9.5M
+2.63%(+3.24K)
2025-Q1: 12.5K shares2025-Q2: 125.4K shares2025-Q3: 128.5K shares2025-Q4: 123.3K shares2026-Q1: 126.5K shares
$75.50(-0.30%)
2026-03-31
QQQ
INVESCO QQQ TR
4.48%11.9K$6.9M
-5.24%(-657)
2025-Q1: 20.2K shares2025-Q2: 19.4K shares2025-Q3: 16.1K shares2025-Q4: 12.5K shares2026-Q1: 11.9K shares
$421.82(+69.43%)
2026-03-31
TLT
ISHARES TR
4.45%78.5K$6.8M
-0.68%(-536)
2025-Q1: 71.9K shares2025-Q2: 80.2K shares2025-Q3: 80.1K shares2025-Q4: 79.0K shares2026-Q1: 78.5K shares
$94.32(-10.09%)
2026-03-31
QUAL
ISHARES TR
4.37%34.8K$6.7M
+1.43%(+491)
2025-Q1: 40.4K shares2025-Q2: 37.9K shares2025-Q3: 36.7K shares2025-Q4: 34.3K shares2026-Q1: 34.8K shares
$137.60(+53.32%)
2026-03-31
VIG
VANGUARD SPECIALIZED FUNDS
3.69%26.3K$5.6M
-2.50%(-673)
2025-Q1: 58.9K shares2025-Q2: 58.3K shares2025-Q3: 45.1K shares2025-Q4: 26.9K shares2026-Q1: 26.3K shares
$967.90(-76.37%)
2026-03-31
SLYV
SPDR SERIES TRUST
3.2%51.8K$4.9M
+1.04%(+532)
2025-Q1: 57.4K shares2025-Q2: 56.1K shares2025-Q3: 54.5K shares2025-Q4: 51.3K shares2026-Q1: 51.8K shares
$81.45(+24.00%)
2026-03-31
SLYG
SPDR SERIES TRUST
3.07%48.6K$4.7M
+1.58%(+758)
2025-Q1: 54.0K shares2025-Q2: 52.1K shares2025-Q3: 50.5K shares2025-Q4: 47.9K shares2026-Q1: 48.6K shares
$85.56(+25.21%)
2026-03-31

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