Latest Interactive Financial Advisors Stock Portfolio
$152Million | No. of Holdings #77
Interactive Financial Advisors Performance
2026 Q1-0.93%
YTD-0.93%
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 2026-04-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, INTERACTIVE FINANCIAL ADVISORS, INC. reported an equity portfolio of $152.9 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of INTERACTIVE FINANCIAL ADVISORS, INC. are IJR, VEA, IJR. The fund has invested 13% of it's portfolio in ISHARES TR and 7.1% of portfolio in VANGUARD TAX-MANAGED FDS. <br><br> The fund managers got completely rid off CAPITAL ONE FINL CORP (COF), INVESCO EXCH TRADED FD TR II (CGW) and AMPLIFY ETF TR (AMLX) stocks. They significantly reduced their stock positions in VANECK ETF TRUST (AFK), FIRST TR EXCHANGE-TRADED FD (FIW) and VANGUARD INDEX FDS (VB). INTERACTIVE FINANCIAL ADVISORS, INC. opened new stock positions in VANGUARD INDEX FDS (VB), SOUTHERN CO (SO) and DTE ENERGY CO (DTB). The fund showed a lot of confidence in some stocks as they added substantially to MICROSOFT CORP (MSFT), APPLE INC (AAPL) and INVESCO EXCHANGE TRADED FD T (CSD).
Interactive Financial Advisors Equity Portfolio Value
Last Reported on: 28 Apr, 2026
$152Million
as of Apr 28, 2026Interactive Financial Advisors Annual Return Estimates Vs S&P 500
Our best estimate is that INTERACTIVE FINANCIAL ADVISORS, INC. made a return of -0.93% in the last quarter. In trailing 12 months, it's portfolio return was 13.76%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard index fds | 428,279 |
| southern co | 213,116 |
| dte energy co | 202,661 |
New stocks bought by Interactive Financial Advisors
Additions
| Ticker | % Inc. |
|---|---|
| microsoft corp | 27.41 |
| apple inc | 27.31 |
| invesco exchange traded fd t | 8.99 |
| vanguard wellington fd | 7.93 |
| vanguard world fd | 7.2 |
| chevron corporation | 5.89 |
| nextera energy inc | 5.71 |
| ishares tr | 4.76 |
Additions to existing portfolio by Interactive Financial Advisors
Reductions
| Ticker | % Reduced |
|---|---|
| vaneck etf trust | -12.06 |
| first tr exchange-traded fd | -10.73 |
| vanguard index fds | -9.4 |
| select sector spdr tr | -7.39 |
| wisdomtree tr | -6.4 |
| state str spdr s&p 500 etf t | -6.25 |
| flexshares tr | -6.11 |
| ishares tr | -5.43 |
Interactive Financial Advisors reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| invesco exch traded fd tr ii | -204,675 |
| amplify etf tr | -204,477 |
| capital one finl corp | -222,244 |
Interactive Financial Advisors got rid off the above stocks
Sector Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 93.8% of it's holdings in Others sector.
- Others
- Utilities
| Sector | % |
|---|---|
| Others | 93.8 |
| Utilities | 3.2 |
Market Cap. Distribution
INTERACTIVE FINANCIAL ADVISORS, INC. has about 2.6% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
- MID-CAP
- LARGE-CAP
- MEGA-CAP
| Category | % |
|---|---|
| UNALLOCATED | 93.8 |
| MID-CAP | 3.2 |
| LARGE-CAP | 1.4 |
| MEGA-CAP | 1.2 |
Stocks belong to which Index?
About 6% 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 |
| RUSSELL 2000 | 3.4 |
| S&P 500 | 2.6 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VEA | vanguard tax-managed fds | 0.3 M |
| XLB | select sector spdr tr | 0.2 M |
| BIL | spdr series trust | 0.2 M |
| IAU | ishares gold tr | 0.1 M |
| BIL | spdr series trust | 0.1 M |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IJR | ishares tr | -1.0 M |
| QQQ | invesco qqq tr | -0.5 M |
| IJR | ishares tr | -0.3 M |
| IBCE | ishares tr | -0.2 M |
| VB | vanguard index fds | -0.2 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 77 stocks in it's portfolio. About 56.4% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for INTERACTIVE FINANCIAL ADVISORS, INC. last quarter.
$152.87MTotal Value
81.00Positions
28 Apr, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
| 0.22% | 1,338 | $339.6K 0.22% | 27.31%increased 27.31 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 1.63% | 11,398 | $2.49M 1.63% | 3.14%decreased 3.14 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 1.44% | 29,685 | $2.21M 1.44% | 3.31%decreased 3.31 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.84% | 24,243 | $1.29M 0.84% | 3%decreased 3 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.32% | 5,788 | $481.7K 0.32% | 3.5%decreased 3.5 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.23% | 3,281 | $348.3K 0.23% | 2.09%decreased 2.09 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.15% | 3,352 | $229.5K 0.15% | 2.76%decreased 2.76 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.13% | 6,718 | $203.7K 0.13% | 3.48%decreased 3.48 percentreduced | |
 ACWF Ishares TrIshares TrACWF | 0.33% | 7,423 | $505.9K 0.33% | 0.68%increased 0.68 percentadded | |
 American Elec Pwr Co Inc Interactive Financial Advisors's holding in American Elec Pwr Co Inc over time | 0.3% | 3,500 | $458.8K 0.3% | 0%unchanged 0 percentunchanged | |
 AFK Vaneck Etf TrustVaneck Etf TrustAFK | 1.5% | 80,020 | $2.30M 1.5% | 1.69%increased 1.69 percentadded | |
AFK Vaneck Etf TrustVaneck Etf TrustAFK | 0.31% | 1,240 | $475.6K 0.31% | 12.06%decreased 12.06 percentreduced | |
 AGZD Wisdomtree TrWisdomtree TrAGZD | 0.2% | 2,755 | $300.9K 0.2% | 5.33%decreased 5.33 percentreduced | |
AGZD Wisdomtree TrWisdomtree TrAGZD | 0.19% | 12,968 | $292.4K 0.19% | 4.81%decreased 4.81 percentreduced | |
 Allstate Corp Interactive Financial Advisors's holding in Allstate Corp over time | 0.32% | 2,376 | $492.6K 0.32% | 0%unchanged 0 percentunchanged | |
 Amplify Etf Tr Amplify Etf TrAMLX Interactive Financial Advisors's holding in Amplify Etf Tr over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Ishares Tr Ishares TrAMPS Interactive Financial Advisors's holding in Ishares Tr over time | 2.61% | 173,960 | $3.99M 2.61% | 1.68%increased 1.68 percentadded | |
 Amazon Com Inc Amazon Com IncAMZN Interactive Financial Advisors's holding in Amazon Com Inc over time | 0.21% | 1,573 | $327.6K 0.21% | 4.45%increased 4.45 percentadded | |
 ARKF Ark Etf TrArk Etf TrARKF | 0.36% | 8,042 | $543.6K 0.36% | 0.44%increased 0.44 percentadded | |
 ASET Flexshares TrFlexshares TrASET | 6.24% | 126,541 | $9.54M 6.24% | 2.63%increased 2.63 percentadded | |
