Latest Interactive Financial Advisors Stock Portfolio

Interactive Financial Advisors Performance:

2025 Q4: -0.42%YTD: 9.49%2024: 185.79%

Performance for 2025 Q4 is -0.42%, and YTD is 9.49%, and 2024 is 185.79%.

About Interactive Financial Advisors and 13F Hedge Fund Stock Holdings

INTERACTIVE FINANCIAL ADVISORS, INC. is a hedge fund based in New Lenox, IL. On 2026-02-09, the fund reported it's updated stock portfolio. In the 13F Holdings report, INTERACTIVE FINANCIAL ADVISORS, INC. reported an equity portfolio of $154.8 Millions as of 31 Dec, 2025.

The top stock holdings of INTERACTIVE FINANCIAL ADVISORS, INC. are IJR, VEA, IJR. The fund has invested 13.5% of it's portfolio in ISHARES TR and 6.8% of portfolio in VANGUARD TAX-MANAGED FDS.

The fund managers got completely rid off GLOBAL X FDS (AGNG), ISHARES TR (AMPS) and SELECT SECTOR SPDR TR (XLB) stocks. They significantly reduced their stock positions in FLEXSHARES TR (ASET), J P MORGAN EXCHANGE TRADED F (BBAX) and VANECK ETF TRUST (AFK). INTERACTIVE FINANCIAL ADVISORS, INC. opened new stock positions in ISHARES GOLD TR (IAU), ISHARES SILVER TR (SLV) and SPDR GOLD TR (GLD). The fund showed a lot of confidence in some stocks as they added substantially to SELECT SECTOR SPDR TR (XLB), MICROSOFT CORP (MSFT) and ISHARES TR (ACWF).

Interactive Financial Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that INTERACTIVE FINANCIAL ADVISORS, INC. made a return of -0.42% in the last quarter. In trailing 12 months, it's portfolio return was 9.49%.

Performance
S&P 500

New Buys

Ticker	$ Bought
ishares gold tr	1,401,320
ishares silver tr	420,083
spdr gold tr	288,117
capital one finl corp	222,244
nextera energy inc	215,231

New stocks bought by Interactive Financial Advisors

Additions

Ticker	% Inc.
select sector spdr tr	79.36
select sector spdr tr	35.85
select sector spdr tr	7.54
microsoft corp	4.75
ishares tr	4.72
apple inc	3.96
chevron corp new	1.08
invesco exchange traded fd t	0.2

Additions to existing portfolio by Interactive Financial Advisors

Reductions

Ticker	% Reduced
flexshares tr	-81.11
j p morgan exchange traded f	-53.88
vaneck etf trust	-49.5
ishares tr	-47.78
first tr exchange-traded fd	-47.51
vanguard whitehall fds	-46.26
ishares tr	-42.17
ishares tr	-40.78

Interactive Financial Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
global x fds	-427,241
ishares tr	-331,346
j p morgan exchange traded f	-254,117
select sector spdr tr	-323,080
southern co	-209,252
ishares tr	-230,092
vanguard world fd	-228,467
vanguard world fd	-222,040

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.

Sector	%
Others	94
Utilities	2.9
Financial Services	1.2

Market Cap. Distribution

INTERACTIVE FINANCIAL ADVISORS, INC. has about 1.6% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	94
SMALL-CAP	2.5
LARGE-CAP	1.6

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	3.5
S&P 500	2.5

Top 5 Winners (%)		%
GOOG	alphabet inc	28.8 %
MS	morgan stanley	11.7 %
USB	us bancorp del	10.4 %
XLB	select sector spdr tr	9.8 %
AFK	vaneck etf trust	7.8 %

Top 5 Winners ($)		$
IJR	ishares tr	0.5 M
VEA	vanguard tax-managed fds	0.5 M
XLB	select sector spdr tr	0.3 M
QQQ	invesco qqq tr	0.2 M
AAXJ	ishares tr	0.1 M

Top 5 Losers (%)		%
XLB	select sector spdr tr	-48.0 %
XLB	select sector spdr tr	-46.4 %
XLB	select sector spdr tr	-44.8 %
ARKF	ark etf tr	-10.6 %
MSFT	microsoft corp	-6.5 %

Top 5 Losers ($)		$
XLB	select sector spdr tr	-1.2 M
XLB	select sector spdr tr	-1.1 M
XLB	select sector spdr tr	-0.6 M
IJR	ishares tr	-0.2 M
BNDX	vanguard charlotte fds	-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 77 stocks in it's portfolio. About 56.7% 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: 09 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	0.18	1,051	285,725	added	3.96

AAXJ	ishares tr	1.63	11,768	2,526,620	reduced	-4.17

AAXJ	ishares tr	1.42	30,702	2,192,440	reduced	-40.78

AAXJ	ishares tr	0.87	24,993	1,346,670	reduced	-29.52

AAXJ	ishares tr	0.32	5,998	495,684	reduced	-17.01

AAXJ	ishares tr	0.23	3,351	358,926	reduced	-0.92

AAXJ	ishares tr	0.15	3,447	231,407	reduced	-47.78

AAXJ	ishares tr	0.14	6,960	215,482	reduced	-24.51

ACWF	ishares tr	0.33	7,373	514,193	added	4.72

AEP	american elec pwr co inc	0.26	3,500	403,585	unchanged	0.00

AFK	vaneck etf trust	1.49	78,692	2,310,800	reduced	-4.14

AFK	vaneck etf trust	0.33	1,410	508,076	reduced	-49.5

AGNG	global x fds	0.00	0.00	0.00	sold off	-100

AGZD	wisdomtree tr	0.20	13,623	306,321	reduced	-6.71

AGZD	wisdomtree tr	0.19	2,910	296,369	reduced	-38.45

ALL	allstate corp	0.32	2,376	494,564	unchanged	0.00

AMLX	amplify etf tr	0.13	2,747	204,477	reduced	-9.01

AMPS	ishares tr	2.54	171,090	3,939,370	reduced	-3.15

AMPS	ishares tr	0.00	0.00	0.00	sold off	-100

AMZN	amazon com inc	0.22	1,506	347,615	unchanged	0.00