INTERACTIVE FINANCIAL ADVISORS, INC.

Q3 2025 13F-HR Holdings

Location
New Lenox, IL
Holdings as of
9/30/2025
Date filed
10/29/2025
Form type
13F-HR
Num holdings
81
Total value ($000)
$184,945
Net value change ($000)
-20,195 (-9.8%)
New positions
1
Sold out positions
7
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/29/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SLYV 356 8.0%
RAVI 253 2.7%
GOOGL 244 NEW
QUAL 214 3.1%
SPGM 203 6.5%
VV 159 3.6%
SLYG 147 3.2%
VEA 121 1.1%
GATX 95 13.7%
TLT 86 1.2%
Top Reduces (Value $000, Stocks/ETFs)
ESG -2,281 -44.0%
VIG -2,203 -18.5%
AGG -1,559 -11.3%
AAPL -1,406 -84.5%
ITA -1,269 -33.1%
QQQ -1,013 -9.5%
IGM -915 -17.7%
FIW -844 -47.3%
IVV -760 -2.8%
XLK -728 -24.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type