Latest Interactive Financial Advisors Stock Portfolio
Interactive Financial Advisors Performance:
2025 Q3: 3.11%YTD: 41.06%2024: 6.6%
Performance for 2025 Q3 is 3.11%, and YTD is 41.06%, and 2024 is 6.6%.
About Interactive Financial Advisors and 13F Hedge Fund Stock Holdings
INTERACTIVE FINANCIAL ADVISORS, INC. is a hedge fund based in NEW LENOX, IL. On 31-May-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $278.3 Millions. In it's latest 13F Holdings report, INTERACTIVE FINANCIAL ADVISORS, INC. reported an equity portfolio of $184.9 Millions as of 30 Sep, 2025.
The top stock holdings of INTERACTIVE FINANCIAL ADVISORS, INC. are IJR, IJR, VEA. The fund has invested 14.1% of it's portfolio in ISHARES TR and 6.6% of portfolio in ISHARES TR.
The fund managers got completely rid off GILEAD SCIENCES INC (GILD), TESLA INC (TSLA) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), AMPLIFY ETF TR (AMLX) and VANGUARD WORLD FD (VAW). INTERACTIVE FINANCIAL ADVISORS, INC. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), FLEXSHARES TR (ASET) and ISHARES TR (AMPS).
The top stock holdings of INTERACTIVE FINANCIAL ADVISORS, INC. are IJR, IJR, VEA. The fund has invested 14.1% of it's portfolio in ISHARES TR and 6.6% of portfolio in ISHARES TR.
The fund managers got completely rid off GILEAD SCIENCES INC (GILD), TESLA INC (TSLA) and VANGUARD SCOTTSDALE FDS (BNDW) stocks. They significantly reduced their stock positions in APPLE INC (AAPL), AMPLIFY ETF TR (AMLX) and VANGUARD WORLD FD (VAW). INTERACTIVE FINANCIAL ADVISORS, INC. opened new stock positions in ALPHABET INC (GOOG). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), FLEXSHARES TR (ASET) and ISHARES TR (AMPS).
Interactive Financial Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that INTERACTIVE FINANCIAL ADVISORS, INC. made a return of 3.11% in the last quarter. In trailing 12 months, it's portfolio return was 40.55%.
New Buys
| Ticker | $ Bought |
|---|---|
| alphabet inc | 244,281 |
New stocks bought by Interactive Financial Advisors
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 5.59 |
| flexshares tr | 2.5 |
| ishares tr | 1.98 |
Additions to existing portfolio by Interactive Financial Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| apple inc | -87.53 |
| amplify etf tr | -58.68 |
| vanguard world fd | -57.77 |
| microsoft corp | -49.8 |
| first tr exchange-traded fd | -49.37 |
| flexshares tr | -46.7 |
| global x fds | -42.66 |
| select sector spdr tr | -42.21 |
Interactive Financial Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| wisdomtree tr | -223,025 |
| ishares tr | -228,232 |
| gilead sciences inc | -354,784 |
| vanguard scottsdale fds | -232,218 |
| ishares tr | -221,752 |
| tesla inc | -318,295 |
| costco whsl corp new | -208,877 |
Interactive Financial Advisors got rid off the above stocks
Sector Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 94.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 94.9 |
| Utilities | 2.7 |
Market Cap. Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 1.1% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 94.9 |
| SMALL-CAP | 2.4 |
| LARGE-CAP | 1.1 |
Stocks belong to which Index?
About 5.1% of the stocks held by INTERACTIVE FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 94.9 |
| RUSSELL 2000 | 3.3 |
| S&P 500 | 1.8 |
Interactive Financial Advisors Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Interactive Financial Advisors
INTERACTIVE FINANCIAL ADVISORS, INC. has 80 stocks in it's portfolio. About 55.3% of the portfolio is in top 10 stocks. XLB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for INTERACTIVE FINANCIAL ADVISORS, INC. last quarter.
Last Reported on: 29 Oct, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.14 | 1,011 | 257,431 | reduced | -87.53 | ||
| AAXJ | ishares tr | 1.90 | 51,848 | 3,516,870 | reduced | -20.16 | ||
| AAXJ | ishares tr | 1.39 | 12,280 | 2,569,810 | reduced | -39.65 | ||
| AAXJ | ishares tr | 1.04 | 35,462 | 1,918,180 | reduced | -19.06 | ||
| AAXJ | ishares tr | 0.33 | 7,227 | 614,139 | reduced | -7.81 | ||
| AAXJ | ishares tr | 0.23 | 6,601 | 429,176 | reduced | -11.67 | ||
| AAXJ | ishares tr | 0.20 | 3,382 | 360,149 | reduced | -0.24 | ||
| AAXJ | ishares tr | 0.16 | 9,220 | 291,536 | reduced | -2.58 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ACWF | ishares tr | 0.27 | 7,041 | 506,534 | reduced | -25.19 | ||
| AEP | american elec pwr co inc | 0.21 | 3,500 | 393,750 | unchanged | 0.00 | ||
| AFK | vaneck etf trust | 1.32 | 82,087 | 2,440,460 | reduced | -6.8 | ||
| AFK | vaneck etf trust | 0.49 | 2,792 | 911,256 | reduced | -30.89 | ||
| AGNG | global x fds | 0.23 | 8,970 | 427,241 | reduced | -42.66 | ||
| AGZD | wisdomtree tr | 0.26 | 4,728 | 476,404 | reduced | -19.92 | ||
| AGZD | wisdomtree tr | 0.18 | 14,603 | 328,576 | reduced | -29.1 | ||
| AGZD | wisdomtree tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| ALL | allstate corp | 0.28 | 2,376 | 510,008 | unchanged | 0.00 | ||
| AMLX | amplify etf tr | 0.12 | 3,019 | 230,023 | reduced | -58.68 | ||
| AMPS | ishares tr | 2.21 | 176,654 | 4,084,250 | reduced | -6.44 | ||