The Analysis of INTERACTIVE FINANCIAL ADVISORS, INC.'s Holdings
Currently, INTERACTIVE FINANCIAL ADVISORS, INC. holds 78 types of securities in its portfolio with a total value $154.8M. In the most recent quarter, they have increased their positions in N/A (+17.3K shares, valued at $1.4M), XLU (+15.3K shares, valued at $653.3K), SLV (+6.5K shares, valued at $420.1K); decreased their positions in IVV (-8.4K shares, valued at $5.8M), VIG (-18.2K shares, valued at $4.0M), ESG (-15.3K shares, valued at $2.4M); initiated new positions in N/A (+17.3K shares, valued at $1.4M), SLV (+6.5K shares, valued at $420.1K), GLD (+727 shares, valued at $288.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR30.5K shares-21.64%2025-12-312026-02-09
VEA VANGUARD TAX-MANAGED FDS169.4K shares-7.77%2025-12-312026-02-09 AGG ISHARES TR104.9K shares-13.97%2025-12-312026-02-09 RAVI FLEXSHARES TR123.3K shares-4.07%2025-12-312026-02-09 TLT ISHARES TR79.0K shares-1.40%2025-12-312026-02-09 QUAL ISHARES TR34.3K shares-6.47%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS26.9K shares-40.29%2025-12-312026-02-09 SLYV SPDR SERIES TRUST51.3K shares-5.92%2025-12-312026-02-09 SPIB SPDR SERIES TRUST136.1K shares-3.54%2025-12-312026-02-09 SLYG SPDR SERIES TRUST47.9K shares-5.28%2025-12-312026-02-09 VV VANGUARD INDEX FDS13.7K shares-8.09%2025-12-312026-02-09 GOVT ISHARES TR171.1K shares-3.15%2025-12-312026-02-09 IGM ISHARES TR29.2K shares-13.55%2025-12-312026-02-09 BNDX VANGUARD CHARLOTTE FDS66.1K shares-11.99%2025-12-312026-02-09 SPGM SPDR INDEX SHS FDS33.7K shares-24.11%2025-12-312026-02-09 ITA ISHARES TR11.8K shares-4.17%2025-12-312026-02-09 ANGL VANECK ETF TRUST78.7K shares-4.14%2025-12-312026-02-09 EFV ISHARES TR30.7K shares-40.78%2025-12-312026-02-09 XLV SELECT SECTOR SPDR TR14.0K shares-24.98%2025-12-312026-02-09 IWN ISHARES TR11.1K shares-42.17%2025-12-312026-02-09 LQD ISHARES TR15.3K shares-25.35%2025-12-312026-02-09 VO VANGUARD INDEX FDS5.7K shares-19.83%2025-12-312026-02-09 XLU SELECT SECTOR SPDR TR34.6K shares79.36%2025-12-312026-02-09 ISHARES GOLD TR ISHARES GOLD TR17.3K sharesnew addition2025-12-312026-02-09 IGIB ISHARES TR25.0K shares-29.52%2025-12-312026-02-09 XLK SELECT SECTOR SPDR TR8.6K shares7.54%2025-12-312026-02-09 VFQY VANGUARD WELLINGTON FD7.7K shares-3.61%2025-12-312026-02-09 XLP SELECT SECTOR SPDR TR13.5K shares-30.03%2025-12-312026-02-09 IDHQ INVESCO EXCH TRADED FD TR II28.4K shares-22.85%2025-12-312026-02-09 RSPR INVESCO EXCHANGE TRADED FD T26.9K shares0.20%2025-12-312026-02-09 VYM VANGUARD WHITEHALL FDS6.1K shares-46.26%2025-12-312026-02-09 VPU VANGUARD WORLD FD4.3K shares-4.69%2025-12-312026-02-09 GATX GATX CORP4.5K shares0.00%2025-12-312026-02-09 TIP ISHARES TR6.6K shares-29.86%2025-12-312026-02-09 USB US BANCORP DEL13.5K shares0.00%2025-12-312026-02-09 VCIT VANGUARD SCOTTSDALE FDS8.4K shares-1.72%2025-12-312026-02-09 XLE SELECT SECTOR SPDR TR15.4K shares35.85%2025-12-312026-02-09 JQUA J P MORGAN EXCHANGE TRADED F10.2K shares0.00%2025-12-312026-02-09 ARKK ARK ETF TR8.0K shares-5.49%2025-12-312026-02-09 ESG FLEXSHARES TR3.6K shares-81.11%2025-12-312026-02-09 HBTA HORIZON FDS19.1K shares-9.40%2025-12-312026-02-09 DGRW WISDOMTREE TR5.9K shares-8.69%2025-12-312026-02-09 XT ISHARES TR7.4K shares4.72%2025-12-312026-02-09 SMH VANECK ETF TRUST1.4K shares-49.50%2025-12-312026-02-09 SCHH SCHWAB STRATEGIC TR24.2K shares-16.30%2025-12-312026-02-09 REZ ISHARES TR6.0K shares-17.01%2025-12-312026-02-09 ALL ALLSTATE CORP2.4K shares0.00%2025-12-312026-02-09 FIW FIRST TR EXCHANGE-TRADED FD4.4K shares-47.51%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR624 shares-9.17%2025-12-312026-02-09 SPHD INVESCO EXCH TRADED FD TR II8.8K shares-25.48%2025-12-312026-02-09 SLV ISHARES SILVER TR6.5K sharesnew addition2025-12-312026-02-09 AEP AMERICAN ELEC PWR CO INC3.5K shares0.00%2025-12-312026-02-09 TDTT FLEXSHARES TR15.6K shares-37.17%2025-12-312026-02-09 EFA ISHARES TR3.8K shares-6.52%2025-12-312026-02-09 IGE ISHARES TR7.2K shares-18.16%2025-12-312026-02-09 MUB ISHARES TR3.4K shares-0.92%2025-12-312026-02-09 MS MORGAN STANLEY2.0K shares0.00%2025-12-312026-02-09 JPUS J P MORGAN EXCHANGE TRADED F2.9K shares-31.16%2025-12-312026-02-09 AMZN AMAZON COM INC1.5K shares0.00%2025-12-312026-02-09 ALPHABET INC ALPHABET INC1.0K shares0.00%2025-12-312026-02-09 JPSE J P MORGAN EXCHANGE TRADED F6.3K shares-53.88%2025-12-312026-02-09 AGZD WISDOMTREE TR13.6K shares-6.71%2025-12-312026-02-09 IVE ISHARES TR1.4K shares-11.39%2025-12-312026-02-09 DHS WISDOMTREE TR2.9K shares-38.45%2025-12-312026-02-09 GLD SPDR GOLD TR727 sharesnew addition2025-12-312026-02-09 AAPL APPLE INC1.1K shares3.96%2025-12-312026-02-09 IWM ISHARES TR1.1K shares-8.09%2025-12-312026-02-09 MSFT MICROSOFT CORP529 shares4.75%2025-12-312026-02-09 ACWX ISHARES TR3.4K shares-47.78%2025-12-312026-02-09 CVX CHEVRON CORP NEW1.5K shares1.08%2025-12-312026-02-09 COF CAPITAL ONE FINL CORP917 sharesnew addition2025-12-312026-02-09 PFF ISHARES TR7.0K shares-24.51%2025-12-312026-02-09 NEE NEXTERA ENERGY INC2.7K sharesnew addition2025-12-312026-02-09 SHY ISHARES TR2.5K shares-37.44%2025-12-312026-02-09 PZA INVESCO EXCH TRADED FD TR II8.8K shares-0.06%2025-12-312026-02-09 IBUY AMPLIFY ETF TR2.7K shares-9.01%2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available