Interactive Financial Advisors Portfolio Holdings

Interactive Financial Advisors

  • $197 Million
  • Q2 2025

Interactive Financial Advisors has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $197 Million distributed in 87 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 $26.8M, Ishares Core U.S. Aggregate Bo with a value of $13.8M, Vanguard Ftse Developed Market with a value of $10.9M, Invesco Qqq Trust, Series 1 with a value of $10.7M, and Vanguard Dividend Appreciation with a value of $10.6M.

Examining the 13F form we can see an increase of $14.7M in the current position value, from $182M to 197M.

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 $197 Million
ETFs: $191 Million
Technology: $2.16 Million
Financial Services: $1.37 Million
Consumer Cyclical: $741,000
Industrials: $691,000
Utilities: $565,000
Healthcare: $354,000
Energy: $211,000
Other: $208,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.58B
$691,000 0.35% of portfolio
4,505
Q2 2025 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $197 Million
  • Prior Value $182 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
Track This Portfolio

Track Interactive Financial Advisors Portfolio

Follow Interactive Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Interactive Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Interactive Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email