Interactive Financial Advisors, Inc. Top Holdings and 13F Report (2026) About Interactive Financial Advisors, Inc.Investment ActivityInteractive Financial Advisors, Inc. has $152.87 million in total holdings as of March 31, 2026.Interactive Financial Advisors, Inc. owns shares of 78 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 1.49% of the portfolio was purchased this quarter.About 1.78% of the portfolio was sold this quarter.This quarter, Interactive Financial Advisors, Inc. has purchased 78 new stocks and bought additional shares in 30 stocks.Interactive Financial Advisors, Inc. sold shares of 41 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,853,701Vanguard FTSE Developed Markets ETF $10,886,359iShares Core U.S. Aggregate Bond ETF $10,311,898FlexShares Ultra-Short Income Fund $9,542,159Invesco QQQ $6,851,755 Largest New Holdings this Quarter 922908769 - Vanguard Total Stock Market ETF $428,279 Holding842587107 - Southern $213,116 Holding233331107 - DTE Energy $202,661 Holding Largest Purchases this Quarter Vanguard Total Stock Market ETF 11,005 shares (about $428.28K)FlexShares Ultra-Short Income Fund 3,239 shares (about $244.25K)Southern 2,208 shares (about $213.12K)DTE Energy 1,386 shares (about $202.66K)iShares MSCI USA Quality Factor ETF 491 shares (about $94.18K) Largest Sales this Quarter Vanguard Large-Cap ETF 1,285 shares (about $384.04K)Invesco QQQ 657 shares (about $379.21K)Vanguard Dividend Appreciation ETF 673 shares (about $144.74K)iShares Core U.S. Aggregate Bond ETF 989 shares (about $98.18K)Technology Select Sector SPDR Fund 639 shares (about $84.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInteractive Financial Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,853,701$51,604 ▼-0.3%30,39413.0%ETFVEAVanguard FTSE Developed Markets ETF$10,886,359$33,514 ▲0.3%169,8867.1%ETFAGGiShares Core U.S. Aggregate Bond ETF$10,311,898$98,178 ▼-0.9%103,8776.7%FinanceRAVIFlexShares Ultra-Short Income Fund$9,542,159$244,245 ▲2.6%126,5416.2%ETFQQQInvesco QQQ$6,851,755$379,210 ▼-5.2%11,8714.5%FinanceTLTiShares 20+ Year Treasury Bond ETF$6,802,994$46,466 ▼-0.7%78,4744.5%ETFQUALiShares MSCI USA Quality Factor ETF$6,674,795$94,181 ▲1.4%34,7984.4%ETFVIGVanguard Dividend Appreciation ETF$5,648,412$144,737 ▼-2.5%26,2643.7%ETFSLYVSPDR S&P 600 Small Cap Value ETF$4,898,098$50,317 ▲1.0%51,7873.2%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$4,699,041$73,238 ▲1.6%48,6343.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$4,643,431$79,725 ▲1.7%138,4443.0%ETFGOVTiShares U.S. Treasury Bond ETF$3,985,445$65,752 ▲1.7%173,9602.6%ETFVVVanguard Large-Cap ETF$3,702,593$384,037 ▼-9.4%12,3892.4%ETFIGMiShares Expanded Tech Sector ETF$3,509,033$48,709 ▲1.4%29,6092.3%ETFBNDXVanguard Total International Bond ETF$3,202,783$28,638 ▲0.9%66,6552.1%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$2,601,676$52,771 ▲2.1%34,3631.7%ETFITAiShares U.S. Aerospace & Defense ETF$2,493,461$80,942 ▼-3.1%11,3981.6%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,298,201$38,141 ▲1.7%80,0201.5%ManufacturingEFViShares MSCI EAFE Value ETF$2,207,102$75,615 ▼-3.3%29,6851.4%ETFIWNiShares Russell 2000 Value ETF$2,032,016$71,861 ▼-3.4%10,7171.3%ETFXLVHealth Care Select Sector SPDR Fund$2,011,192$37,535 ▼-1.8%13,7171.3%ETFVOVanguard Mid-Cap ETF$1,691,301$55,142 ▲3.4%5,8891.1%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,620,279$49,047 ▼-2.9%14,8661.1%FinanceIAUiShares Gold Trust$1,582,560$60,566 ▲4.0%17,9511.0%FinanceXLUUtilities Select Sector SPDR Fund$1,566,591$20,605 ▼-1.3%34,1371.0%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$1,290,215$39,915 ▼-3.0%24,2430.8%ManufacturingVFQYVanguard U.S. Quality Factor ETF$1,239,528$91,032 ▲7.9%8,3060.8%ETFXLPConsumer Staples Select Sector SPDR Fund$1,085,658$19,759 ▼-1.8%13,2420.7%ETFXLKTechnology Select Sector SPDR Fund$1,063,578$84,932 ▼-7.4%8,0020.7%ETFIDHQInvesco S&P International Developed Quality ETF$996,763$9,267 ▼-0.9%28,1810.7%ETFRSPRInvesco S&P 500 Equal Weight Real Estate ETF$972,148$80,169 ▲9.0%29,2970.6%ETFVPUVanguard Utilities ETF$905,896$60,829 ▲7.2%4,5720.6%ETFXLEEnergy Select Sector SPDR Fund$901,279$40,494 ▼-4.3%14,7120.6%ETFVYMVanguard High Dividend Yield ETF$882,935$23,699 ▼-2.6%5,9610.6%ETFVOOVanguard S&P 500 ETF$789,760$32,882 ▲4.3%1,3210.5%ETFGATXGATX$768,330$854 ▼-0.1%4,5000.5%TransportationTIPiShares TIPS Bond ETF$764,415$34,766 ▲4.8%6,9260.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$714,892$23,750 ▲3.4%8,6390.5%ETFUSBU.S. Bancorp$700,1590.0%13,4620.5%FinanceJQUAJPMorgan U.S. Quality Factor ETF$626,5680.0%10,2180.4%ETFARK ETF TR$543,579$2,366 ▲0.4%8,0420.4%INNOVATION ETFHORIZON FDS$507,355$4,044 ▼-0.8%18,9450.3%EXPEDITION PLUSESGFlexShares STOXX US ESG Select Index Fund$506,356$32,928 ▼-6.1%3,3370.3%ETFXTiShares Exponential Technologies ETF$505,872$3,407 ▲0.7%7,4230.3%ManufacturingSCHHSchwab U.S. REIT ETF$498,718$20,653 ▼-4.0%23,2060.3%ETFALLAllstate$492,6400.0%2,3760.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$481,832$32,942 ▼-6.4%5,4850.3%ManufacturingREZiShares Residential and Multisector Real Estate ETF$481,684$17,476 ▼-3.5%5,7880.3%ETFSMHVanEck Semiconductor ETF$475,631$65,207 ▼-12.1%1,2400.3%ManufacturingAEPAmerican Electric Power$458,7800.0%3,5000.3%UtilitiesSLViShares Silver Trust$455,516$11,175 ▲2.5%6,6850.3%ETFIGEiShares North American Natural Resources ETF$434,037$20,896 ▼-4.6%6,8960.3%ETFVTIVanguard Total Stock Market ETF$428,279$428,279 ▲New Holding11,0050.3%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$415,831$20,539 ▼-4.7%8,3820.3%ETFFIWFirst Trust Water ETF$404,056$48,586 ▼-10.7%3,9170.3%ETFSPYSPDR S&P 500 ETF Trust$380,826$25,388 ▼-6.3%5850.2%FinanceTDTTFlexShares iBoxx 3 Year Target Duration TIPS Index Fund$371,046$7,805 ▼-2.1%15,3070.2%ETFJPUSJPMorgan Diversified Return U.S. Equity ETF$356,515$15,755 ▼-4.2%2,7380.2%ETFEFAiShares MSCI EAFE ETF$349,978$17,679 ▼-4.8%3,6030.2%FinanceMUBiShares National Muni Bond ETF$348,278$7,430 ▼-2.1%3,2810.2%ETFAAPLApple$339,571$72,838 ▲27.3%1,3380.2%Computer and TechnologyMSMorgan Stanley$329,963$329 ▲0.1%2,0050.2%FinanceJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$329,667$787 ▲0.2%6,2870.2%ETFAMZNAmazon.com$327,609$13,954 ▲4.4%1,5730.2%Retail/WholesaleCVXChevron$327,316$18,207 ▲5.9%1,5820.2%EnergyDHSWisdomTree U.S. High Dividend Fund$300,922$16,930 ▼-5.3%2,7550.2%FinanceGLDSPDR Gold Shares$300,342$12,478 ▼-4.0%6980.2%FinanceAGZDWisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund$292,405$14,769 ▼-4.8%12,9680.2%FinanceGOOGAlphabet$288,581$861 ▲0.3%1,0060.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$286,720$15,635 ▼-5.2%1,3570.2%ETFIWMiShares Russell 2000 ETF$263,854$15,141 ▼-5.4%1,0630.2%FinanceNEENextEra Energy$263,222$14,211 ▲5.7%2,8340.2%UtilitiesMSFTMicrosoft$249,495$53,675 ▲27.4%6740.2%Computer and TechnologyACWXiShares MSCI ACWI ex U.S. ETF$229,535$6,505 ▼-2.8%3,3520.2%ManufacturingSOSouthern$213,116$213,116 ▲New Holding2,2080.1%UtilitiesSHYiShares 1-3 Year Treasury Bond ETF$203,760$1,569 ▼-0.8%2,4670.1%ManufacturingPFFiShares Preferred and Income Securities ETF$203,690$7,337 ▼-3.5%6,7180.1%ETFDTEDTE Energy$202,661$202,661 ▲New Holding1,3860.1%UtilitiesCOFCapital One Financial$0$222,244 ▼-100.0%00.0%FinancePZAInvesco National AMT-Free Municipal Bond ETF$0$204,675 ▼-100.0%00.0%ETFIBUYAmplify Online Retail ETF$0$204,477 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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