StockDriftsStockDriftsTop 50 Interactive Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.29% | 29.8K | $21.8M | -2.11%(-640) | $0.00 | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.24% | 171.7K | $11.9M | +1.07%(+1.82K) | $49.28(+50.19%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.22% | 103.2K | $10.2M | -0.67%(-701) | $933.63(-89.57%) | 2026-06-30 | |
| RAVI | FLEXSHARES TR | 6.09% | 132.4K | $10.0M | +4.66%(+5.89K) | $75.25(+0.06%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 5.55% | 12.7K | $9.1M | +6.61%(+785) | $435.81(+68.08%) | 2026-06-30 | |
| QUAL | ISHARES TR | 4.66% | 35.4K | $7.6M | +1.60%(+557) | $138.63(+62.32%) | 2026-06-30 | |
| TLT | ISHARES TR | 4.17% | 79.1K | $6.8M | +0.80%(+625) | $94.26(-13.51%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.51% | 24.7K | $5.8M | -5.93%(-1.56K) | $151.64(+61.61%) | 2026-06-30 | |
| SLYG | SPDR SERIES TRUST | 3.51% | 49.3K | $5.8M | +1.38%(+669) | $85.84(+38.78%) | 2026-06-30 | |
| SLYV | SPDR SERIES TRUST | 3.43% | 52.5K | $5.6M | +1.43%(+742) | $81.73(+36.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.97% | +40.40% | +5.95% | +33.53% |
| Top 20 Holdings Unweighted | +11.91% | +40.17% | +6.02% | +33.93% |
Interactive Financial Advisors INC reports $164.05M in US-listed equity holdings across 74 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.3%), VEA (7.2%) and AGG (6.2%). The top 20 holdings account for 77.62% of reported assets. Its disclosed equity book has returned +40.40% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Interactive Financial Advisors INC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Interactive Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1419099). View Interactive Financial Advisors INC’s 13F filings on SEC