Latest Interactive Financial Advisors Stock Portfolio
$164Million | No. of Holdings #74
Interactive Financial Advisors Performance
2026 Q2+5.86%
YTD+4.88%
2025+12.99%
About Interactive Financial Advisors and 13F Hedge Fund Stock Holdings
INTERACTIVE FINANCIAL ADVISORS, INC. is a hedge fund based in New Lenox, IL. On 2026-07-31, the fund reported it's updated stock portfolio. In the 13F Holdings report, INTERACTIVE FINANCIAL ADVISORS, INC. reported an equity portfolio of $164.1 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of INTERACTIVE FINANCIAL ADVISORS, INC. are IJR, VEA, IJR. The fund has invested 13.3% of it's portfolio in ISHARES TR and 7.2% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off VANGUARD INDEX FDS (VB) and ISHARES TR (IJR) stocks. They significantly reduced their stock positions in ISHARES TR (IJR), FLEXSHARES TR (ASET) and ISHARES TR (AAXJ). INTERACTIVE FINANCIAL ADVISORS, INC. opened new stock positions in ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), FIRST TR EXCHANGE-TRADED FD (FIW) and ISHARES TR (AAXJ).
Interactive Financial Advisors Equity Portfolio Value
Last Reported on: 31 Jul, 2026
$164Million
as of Jul 31, 2026Interactive Financial Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that INTERACTIVE FINANCIAL ADVISORS, INC. made a return of 5.86% in the last quarter. In trailing 12 months, it's portfolio return was 13.33%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares tr | 237,002 |
New stocks bought by Interactive Financial Advisors
Additions
| Ticker | % Inc. |
|---|---|
| vanguard index fds | 306 |
| first tr exchange-traded fd | 17.72 |
| vanguard index fds | 16.5 |
| vanguard index fds | 8.22 |
| ishares tr | 8.1 |
| ishares tr | 6.8 |
| schwab strategic tr | 6.78 |
| invesco qqq tr | 6.61 |
Additions to existing portfolio by Interactive Financial Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| ishares tr | -34.97 |
| flexshares tr | -19.03 |
| flexshares tr | -13.75 |
| ishares tr | -12.32 |
| chevron corporation | -11.63 |
| vanguard whitehall fds | -10.82 |
| select sector spdr tr | -10.58 |
| ishares tr | -10.21 |
Interactive Financial Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| vanguard index fds | -428,279 |
| ishares tr | -203,690 |
| ishares tr | -203,760 |
| ishares tr | -286,720 |
| ishares tr | -263,854 |
Interactive Financial Advisors got rid off the above stocks
Sector Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 94% of it's holdings in Others sector.
- Others
- Utilities
- Financial Services
| Sector | % |
|---|---|
| Others | 94 |
| Utilities | 3 |
| Financial Services | 1.1 |
Market Cap. Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 5% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MEGA-CAP
- LARGE-CAP
| Category | % |
|---|---|
| UNALLOCATED | 94 |
| MEGA-CAP | 3.6 |
| LARGE-CAP | 1.4 |
Stocks belong to which Index?
About 5.8% of the stocks held by INTERACTIVE FINANCIAL ADVISORS, INC. either belong to S&P 500 or RUSSELL 2000 index.
- Others
- RUSSELL 2000
- S&P 500
| Index | % |
|---|---|
| Others | 94.2 |
| RUSSELL 2000 | 3.2 |
| S&P 500 | 2.6 |
| Top 5 Winners (%) | % | |
|---|---|---|
| AFK | vaneck etf trust | 64.6 % |
| XLB | select sector spdr tr | 42.5 % |
| IJR | ishares tr | 36.2 % |
| MS | morgan stanley | 26.9 % |
| QQQ | invesco qqq tr | 23.7 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | ishares tr | 2.4 M |
| QQQ | invesco qqq tr | 1.7 M |
| IJR | ishares tr | 1.3 M |
| BIL | spdr series trust | 1.0 M |
| VEA | vanguard tax-managed fds | 0.9 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| VB | vanguard index fds | -61.1 % |
| SLV | ishares silver tr | -21.2 % |
| CVX | chevron corporation | -18.7 % |
| IJR | ishares tr | -17.9 % |
| IAU | ishares gold tr | -14.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -3.1 M |
| IAU | ishares gold tr | -0.2 M |
| XLB | select sector spdr tr | -0.1 M |
| SLV | ishares silver tr | -0.1 M |
| IJR | ishares tr | -0.1 M |
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 74 stocks in it's portfolio. About 57.7% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. IJR was the most profitable stock for INTERACTIVE FINANCIAL ADVISORS, INC. last quarter.
$164.05MTotal Value
79.00Positions
31 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.22% | 1,241 | $359.1K 0.22% | 7.25%decreased 7.25 percentreduced | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.47% | 10,234 | $2.40M 1.47% | 10.21%decreased 10.21 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 1.25% | 27,438 | $2.05M 1.25% | 7.57%decreased 7.57 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.75% | 23,058 | $1.22M 0.75% | 4.89%decreased 4.89 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.33% | 6,257 | $547.9K 0.33% | 8.1%increased 8.1 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.22% | 3,342 | $359.7K 0.22% | 1.86%increased 1.86 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.13% | 2,939 | $212.5K 0.13% | 12.32%decreased 12.32 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 ACWF Ishares TrIshares TrACWF | 0.38% | 7,518 | $621.3K 0.38% | 1.28%increased 1.28 percentadded | |
 American Elec Pwr Co Inc Interactive Financial Advisors's holding in American Elec Pwr Co Inc over time | 0.29% | 3,500 | $478.8K 0.29% | 0%unchanged 0 percentunchanged | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 1.42% | 79,644 | $2.33M 1.42% | 0.47%decreased 0.47 percentreduced | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.5% | 1,289 | $824.3K 0.5% | 3.95%increased 3.95 percentadded | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.19% | 2,862 | $313.5K 0.19% | 3.88%increased 3.88 percentadded | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 0.19% | 13,564 | $306.1K 0.19% | 4.6%increased 4.6 percentadded | |
 Allstate Corp Interactive Financial Advisors's holding in Allstate Corp over time | 0.34% | 2,376 | $565.3K 0.34% | 0%unchanged 0 percentunchanged | |
 Ishares Tr Ishares TrAMPS Interactive Financial Advisors's holding in Ishares Tr over time | 2.42% | 173,991 | $3.96M 2.42% | 0.02%increased 0.02 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Interactive Financial Advisors's holding in Amazon Com Inc over time | 0.23% | 1,593 | $379.7K 0.23% | 1.27%increased 1.27 percentadded | |
 ARKF Ark Etf TrArk Etf TrARKF | 0.41% | 8,362 | $667.8K 0.41% | 3.98%increased 3.98 percentadded | |
 ASET Flexshares TrFlexshares TrASET | 6.09% | 132,435 | $9.99M 6.09% | 4.66%increased 4.66 percentadded | |
ASET Flexshares TrFlexshares TrASET | 0.29% | 2,702 | $468.5K 0.29% | 19.03%decreased 19.03 percentreduced | |
