13F Insight
DOSSIER · 13F-HR · Q1 2026

INTERACTIVE FINANCIAL ADVISORS, INC.

$153M in tracked AUM across 78 positions as of Q1 2026.

IF
CIK 0001419099 · last filed Mar 31, 2026
Total AUM
$153M
as of Q1 2026
Holdings
78
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

INTERACTIVE FINANCIAL ADVISORS, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$20M30K13.0%02
VEA
VANGUARD TAX-MANAGED FDS
$11M170K7.1%03
AGG
ISHARES TR
$10M104K6.7%04
RAVI
FLEXSHARES TR
$10M127K6.2%05
QQQ
INVESCO QQQ TR
$7M12K4.5%06
TLT
ISHARES TR
$7M78K4.5%07
QUAL
ISHARES TR
$7M35K4.4%08
VIG
VANGUARD SPECIALIZED FUNDS
$6M26K3.7%09
SLYV
SPDR SERIES TRUST
$5M52K3.2%10
SLYG
SPDR SERIES TRUST
$5M49K3.1%

Filing history

2026Q1Mar 31
$153M▼ 1.2%
78 positionsView →2025Q4Dec 31
$155M▼ 16.3%
78 positionsView →2025Q3Sep 30
$185M▼ 9.8%
81 positionsView →2025Q2Jun 30
$205M▲ 8.4%
87 positionsLocked2025Q1Mar 31
$189M▼ 0.8%
84 positionsLocked2024Q4Dec 31
$191M▼ 1.8%
86 positionsLocked2024Q3Sep 30
$194M▲ 7.1%
89 positionsLocked2024Q2Jun 30
$181M▲ 0.3%
86 positionsLocked2024Q1Mar 31
$181M▼ 3.1%
85 positionsLocked2023Q4Dec 31
$187M▲ 25.8%
82 positionsLocked2023Q3Sep 30
$148M▲ 0.8%
84 positionsLocked2023Q2Jun 30
$147M▼ 5.6%
80 positionsLocked
Showing 12 of 62