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Interactive Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Interactive Financial Advisors, Inc.

Investment Activity

  • Interactive Financial Advisors, Inc. has $164.05 million in total holdings as of June 30, 2026.
  • Interactive Financial Advisors, Inc. owns shares of 74 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 2.60% of the portfolio was purchased this quarter.
  • About 2.51% of the portfolio was sold this quarter.
  • This quarter, Interactive Financial Advisors, Inc. has purchased 78 new stocks and bought additional shares in 32 stocks.
  • Interactive Financial Advisors, Inc. sold shares of 34 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

464287887 - iShares S&P Small-Cap 600 Growth ETF
$237,002 Holding

Largest Purchases this Quarter

Vanguard Mid-Cap ETF
18,076 shares (about $1.47M)
Invesco QQQ
785 shares (about $564.72K)
FlexShares Ultra-Short Income Fund
5,894 shares (about $444.52K)
Vanguard Large-Cap ETF
1,018 shares (about $323.30K)
iShares S&P Small-Cap 600 Growth ETF
1,327 shares (about $237.00K)

Largest Sales this Quarter

iShares Core S&P 500 ETF
640 shares (about $468.86K)
Vanguard Dividend Appreciation ETF
1,557 shares (about $363.23K)
iShares U.S. Aerospace & Defense ETF
1,164 shares (about $273.33K)
Health Care Select Sector SPDR Fund
1,451 shares (about $229.24K)
iShares Russell 2000 Value ETF
808 shares (about $174.38K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofInteractive Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,797,562$468,859 â–¼-2.1%29,75413.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$11,877,433$126,100 â–²1.1%171,7097.2%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$10,197,254$69,282 â–¼-0.7%103,1766.2%ETF
RAVI
FlexShares Ultra-Short Income Fund
$9,988,080$444,518 â–²4.7%132,4356.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$9,104,549$564,718 â–²6.6%12,6565.5%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$7,638,703$120,344 â–²1.6%35,3554.7%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$6,844,134$54,079 â–²0.8%79,0994.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,763,870$363,231 â–¼-5.9%24,7073.5%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$5,763,720$78,209 â–²1.4%49,3033.5%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$5,622,212$79,417 â–²1.4%52,5293.4%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$4,886,165$91,174 â–²1.9%30,1723.0%ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF stock logo
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
$4,619,670$6,282 â–¼-0.1%138,2562.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$4,257,895$323,304 â–²8.2%13,4072.6%ETF
iShares U.S. Treasury Bond ETF stock logo
GOVT
iShares U.S. Treasury Bond ETF
$3,961,632$706 â–²0.0%173,9912.4%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$3,158,127$70,724 â–¼-2.2%65,1951.9%ETF
SPDR Portfolio MSCI Global Stock Market ETF stock logo
SPGM
SPDR Portfolio MSCI Global Stock Market ETF
$2,916,756$2,974 â–¼-0.1%34,3281.8%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$2,403,122$273,328 â–¼-10.2%10,2341.5%ETF
VanEck Fallen Angel High Yield Bond ETF stock logo
ANGL
VanEck Fallen Angel High Yield Bond ETF
$2,325,012$10,976 â–¼-0.5%79,6441.4%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$2,138,564$174,383 â–¼-7.5%9,9091.3%ETF
iShares MSCI EAFE Value ETF stock logo
EFV
iShares MSCI EAFE Value ETF
$2,045,715$167,531 â–¼-7.6%27,4381.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,952,859$1,472,976 â–²306.9%23,9651.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,937,864$229,239 â–¼-10.6%12,2661.2%ETF
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$1,654,682$40,713 â–²2.5%15,2411.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,594,022$64,418 â–²4.2%8,3391.0%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,537,658$11,756 â–¼-0.8%33,8780.9%ETF
Vanguard U.S. Quality Factor ETF stock logo
VFQY
Vanguard U.S. Quality Factor ETF
$1,366,453$48,023 â–¼-3.4%8,0240.8%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$1,344,034$11,478 â–¼-0.8%17,7990.8%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$1,225,603$6,207 â–¼-0.5%28,0390.7%ETF
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$1,223,969$62,902 â–¼-4.9%23,0580.7%ETF
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$1,161,833$65,724 â–²6.0%14,0360.7%ETF
Invesco S&P 500 Equal Weight Real Estate ETF stock logo
RSPR
Invesco S&P 500 Equal Weight Real Estate ETF
$1,039,845$31,334 â–¼-2.9%28,4400.6%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$959,025$135,846 â–²16.5%1,5390.6%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$865,279$29,756 â–¼-3.3%4,4200.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$824,324$31,336 â–²4.0%1,2890.5%ETF
U.S. Bancorp stock logo
USB
U.S. Bancorp
$813,1050.0%13,4620.5%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$804,591$97,622 â–¼-10.8%5,3160.5%ETF
GATX Corporation stock logo
GATX
GATX
$797,3550.0%4,5000.5%Industrials
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$751,384$38,456 â–²5.4%9,1050.5%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$748,328$49,166 â–¼-6.2%13,8050.5%ETF
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$738,5570.0%10,2180.5%ETF
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$714,802$42,652 â–¼-5.6%6,5360.4%ETF
ARK ETF TR
$667,793$25,555 â–²4.0%8,3620.4%INNOVATION ETF
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$621,288$7,851 â–²1.3%7,5180.4%ETF
HORIZON FDS
$613,444$5,884 â–¼-1.0%18,7650.4%EXPEDITION PLUS
The Allstate Corporation stock logo
ALL
Allstate
$565,3450.0%2,3760.3%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$550,648$34,977 â–²6.8%24,7800.3%ETF
iShares Residential and Multisector Real Estate ETF stock logo
REZ
iShares Residential and Multisector Real Estate ETF
$547,862$41,066 â–²8.1%6,2570.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$533,754$26,276 â–²5.2%5,7690.3%ETF
First Trust Water ETF stock logo
FIW
First Trust Water ETF
$499,443$75,171 â–²17.7%4,6110.3%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$478,8350.0%3,5000.3%Utilities
FlexShares STOXX US ESG Select Index Fund stock logo
ESG
FlexShares STOXX US ESG Select Index Fund
$468,530$110,110 â–¼-19.0%2,7020.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$435,381$17,843 â–²4.3%6100.3%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$421,007$1,881 â–²0.4%2,0140.3%Finance
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$382,515$42,998 â–¼-10.1%7,5350.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$379,676$4,767 â–²1.3%1,5930.2%Consumer Discretionary
iShares North American Natural Resources ETF stock logo
IGE
iShares North American Natural Resources ETF
$378,134$24,079 â–²6.8%7,3650.2%ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$361,824$13,801 â–¼-3.7%6,0560.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$359,743$6,566 â–²1.9%3,3420.2%ETF
Apple Inc. stock logo
AAPL
Apple
$359,096$28,068 â–¼-7.2%1,2410.2%Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$357,217$1,767 â–²0.5%1,0110.2%Communication Services
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$347,873$9,626 â–¼-2.7%6,5050.2%ETF
JPMorgan Diversified Return U.S. Equity ETF stock logo
JPUS
JPMorgan Diversified Return U.S. Equity ETF
$344,695$38,020 â–¼-9.9%2,4660.2%ETF
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund stock logo
TDTT
FlexShares iBoxx 3 Year Target Duration TIPS Index Fund
$315,147$50,249 â–¼-13.8%13,2020.2%ETF
WisdomTree U.S. High Dividend Fund stock logo
DHS
WisdomTree U.S. High Dividend Fund
$313,543$11,722 â–²3.9%2,8620.2%ETF
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund stock logo
AGZD
WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund
$306,081$13,449 â–²4.6%13,5640.2%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$258,486$1,106 â–²0.4%7010.2%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$242,684$6,056 â–¼-2.4%2,7650.1%Utilities
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$238,589$128,307 â–¼-35.0%2,3430.1%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$237,002$237,002 â–²New Holding1,3270.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$235,003$16,413 â–¼-6.5%6300.1%Technology
Chevron Corporation stock logo
CVX
Chevron
$231,732$30,500 â–¼-11.6%1,3980.1%Energy
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$212,523$29,865 â–¼-12.3%2,9390.1%ETF
Southern Company (The) stock logo
SO
Southern
$211,3280.0%2,2080.1%Utilities
DTE Energy Company stock logo
DTE
DTE Energy
$211,1850.0%1,3860.1%Utilities
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$0$428,279 â–¼-100.0%00.0%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$0$286,720 â–¼-100.0%00.0%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$263,854 â–¼-100.0%00.0%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$0$203,760 â–¼-100.0%00.0%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$0$203,690 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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