Interactive Financial Advisors Portfolio Holdings

Interactive Financial Advisors

  • $179 Million
  • Q3 2025

Interactive Financial Advisors has filed its 13F form on October 29, 2025 for Q3 2025 where it was disclosed a total value porftolio of $179 Million distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $26M, Ishares Core U.S. Aggregate Bo with a value of $12.2M, Vanguard Ftse Developed Market with a value of $11M, Flexshares Tr Ready Access Var with a value of $9.72M, and Invesco Qqq Trust, Series 1 with a value of $9.69M.

Examining the 13F form we can see an decrease of $18.1M in the current position value, from $197M to 179M.

Interactive Financial Advisors is based out at Chicago, IL

Below you can find more details about Interactive Financial Advisors portfolio as well as his latest detailed transactions.

Portfolio value $179 Million
ETFs: $175 Million
Financial Services: $1.48 Million
Industrials: $787,000
Utilities: $602,000
Technology: $518,000
Consumer Cyclical: $330,000
Communication Services: $244,000
Energy: $229,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26 Million 14.55% of portfolio
38,888
Q3 2025 Reduced 9.86%
$0
$12.2 Million 6.83% of portfolio
121,900
Q3 2025 Reduced 12.24%
$0
$11 Million 6.15% of portfolio
183,628
Q3 2025 Reduced 3.8%
$0
$9.72 Million 5.43% of portfolio
128,538
Q3 2025 Added 2.5%
$0
$9.69 Million 5.41% of portfolio
16,135
Q3 2025 Reduced 16.81%
$0
$8.22 Million 4.59% of portfolio
45,115
Q3 2025 Reduced 22.65%
$0
$7.16 Million 4.0% of portfolio
80,133
Q3 2025 Reduced 0.06%
$0
$7.13 Million 3.99% of portfolio
36,682
Q3 2025 Reduced 3.1%
$0
$4.83 Million 2.7% of portfolio
54,482
Q3 2025 Reduced 2.86%
$0
$4.78 Million 2.67% of portfolio
141,060
Q3 2025 Reduced 6.57%
$0
$4.77 Million 2.66% of portfolio
50,544
Q3 2025 Reduced 2.9%
$0
$4.58 Million 2.56% of portfolio
14,878
Q3 2025 Reduced 3.98%
$0
$4.25 Million 2.38% of portfolio
33,773
Q3 2025 Reduced 26.6%
$0
$4.08 Million 2.28% of portfolio
176,654
Q3 2025 Reduced 6.44%
$0
$3.71 Million 2.08% of portfolio
75,059
Q3 2025 Reduced 13.05%
$0
$3.52 Million 1.97% of portfolio
51,848
Q3 2025 Reduced 20.16%
$0
$3.32 Million 1.86% of portfolio
44,360
Q3 2025 Reduced 1.89%
$0
$2.59 Million 1.45% of portfolio
18,626
Q3 2025 Reduced 17.93%
$0
$2.57 Million 1.44% of portfolio
12,280
Q3 2025 Reduced 39.65%
$0
$2.44 Million 1.36% of portfolio
82,087
Q3 2025 Reduced 6.8%
$0
$2.29 Million 1.28% of portfolio
20,517
Q3 2025 Reduced 15.15%
$0
$2.26 Million 1.27% of portfolio
8,035
Q3 2025 Reduced 32.02%
$0
$2.09 Million 1.17% of portfolio
7,106
Q3 2025 Reduced 1.57%
$0
$1.92 Million 1.07% of portfolio
35,462
Q3 2025 Reduced 19.06%
$0
$1.68 Million 0.94% of portfolio
19,283
Q3 2025 Reduced 23.09%
$0
$1.61 Million 0.9% of portfolio
11,390
Q3 2025 Reduced 11.33%
$0
$1.47 Million 0.82% of portfolio
19,271
Q3 2025 Reduced 22.23%
$0
$1.24 Million 0.69% of portfolio
36,868
Q3 2025 Reduced 0.69%
$0
$1.2 Million 0.67% of portfolio
7,984
Q3 2025 Reduced 2.88%
$0
$1.05 Million 0.59% of portfolio
9,425
Q3 2025 Reduced 3.82%
$0
$1.01 Million 0.56% of portfolio
11,316
Q3 2025 Reduced 28.08%
$0
$939,000 0.52% of portfolio
8,359
Q3 2025 Reduced 49.37%
$0
$911,000 0.51% of portfolio
2,792
Q3 2025 Reduced 30.89%
$0
$862,000 0.48% of portfolio
1,408
Q3 2025 Reduced 7.67%
$0
$847,000 0.47% of portfolio
4,475
Q3 2025 Reduced 2.68%
$5.54B
$787,000 0.44% of portfolio
4,505
Q2 2025 Added 0.02%
$0
$731,000 0.41% of portfolio
8,472
Q3 2025 Reduced 26.5%
$0
$714,000 0.4% of portfolio
8,498
Q3 2025 Reduced 12.97%
$0
$677,000 0.38% of portfolio
13,599
Q3 2025 Reduced 17.62%
$67.6B
$650,000 0.36% of portfolio
13,462
Q1 2024 Added 99.64%
$0
$642,000 0.36% of portfolio
10,218
Q1 2024 Reduced 84.51%
$0
$622,000 0.35% of portfolio
28,872
Q3 2025 Reduced 7.55%
$0
$605,000 0.34% of portfolio
24,874
Q3 2025 Reduced 9.3%
$0
$614,000 0.34% of portfolio
7,227
Q3 2025 Reduced 7.81%
$0
$583,000 0.33% of portfolio
11,803
Q3 2025 Reduced 19.67%
$0
$570,000 0.32% of portfolio
6,418
Q3 2025 Reduced 29.31%
$0
$514,000 0.29% of portfolio
4,153
Q3 2025 Reduced 21.86%
$57.9B
$510,000 0.29% of portfolio
2,376
Q1 2024 Added 20.73%
$0
$506,000 0.28% of portfolio
7,041
Q3 2025 Reduced 25.19%

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $179 Million
  • Prior Value $197 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 29, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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