Latest Interactive Financial Advisors Stock Portfolio

Interactive Financial Advisors Performance:

2026 Q1: -0.93%YTD: -0.93%2025: 12.99%

Performance for 2026 Q1 is -0.93%, and YTD is -0.93%, and 2025 is 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.

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.

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 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.

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.

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.

Index	%
Others	94
RUSSELL 2000	3.4
S&P 500	2.6

Top 5 Winners (%)		%
XLB	select sector spdr tr	36.2 %
CVX	chevron corporation	34.4 %
IJR	ishares tr	24.8 %
NEE	nextera energy inc	15.2 %
AEP	american elec pwr co inc	13.7 %

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 (%)		%
MSFT	microsoft corp	-21.5 %
ARKF	ark etf tr	-12.1 %
AMZN	amazon com inc	-9.6 %
GOOG	alphabet inc	-8.6 %
IJR	ishares tr	-8.2 %

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.

Last Reported on: 28 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.22	1,338	339,571	added	27.31

AAXJ	ishares tr	1.63	11,398	2,493,460	reduced	-3.14

AAXJ	ishares tr	1.44	29,685	2,207,100	reduced	-3.31

AAXJ	ishares tr	0.84	24,243	1,290,220	reduced	-3.00

AAXJ	ishares tr	0.32	5,788	481,684	reduced	-3.5

AAXJ	ishares tr	0.23	3,281	348,278	reduced	-2.09

AAXJ	ishares tr	0.15	3,352	229,535	reduced	-2.76

AAXJ	ishares tr	0.13	6,718	203,690	reduced	-3.48

ACWF	ishares tr	0.33	7,423	505,872	added	0.68

AEP	american elec pwr co inc	0.30	3,500	458,780	unchanged	0.00

AFK	vaneck etf trust	1.50	80,020	2,298,200	added	1.69

AFK	vaneck etf trust	0.31	1,240	475,631	reduced	-12.06

AGZD	wisdomtree tr	0.20	2,755	300,922	reduced	-5.33

AGZD	wisdomtree tr	0.19	12,968	292,405	reduced	-4.81

ALL	allstate corp	0.32	2,376	492,640	unchanged	0.00

AMLX	amplify etf tr	0.00	0.00	0.00	sold off	-100

AMPS	ishares tr	2.61	173,960	3,985,440	added	1.68

AMZN	amazon com inc	0.21	1,573	327,609	added	4.45

ARKF	ark etf tr	0.36	8,042	543,579	added	0.44

ASET	flexshares tr	6.24	126,541	9,542,160	added	2.63