INTERACTIVE FINANCIAL ADVISORS, INC.

Q4 2025 13F-HR Holdings

Location
New Lenox, IL
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$154,759
Net value change ($000)
-30,186 (-16.3%)
New positions
5
Sold out positions
8
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/29/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
IAU 1,401 NEW
SLV 420 NEW
GLD 288 NEW
COF 222 NEW
NEE 215 NEW
GOOGL 71 29.1%
USB 67 10.3%
MS 38 11.9%
AAPL 29 11.3%
AMZN 17 5.1%
Top Reduces (Value $000, Stocks/ETFs)
IVV -5,155 -19.8%
VIG -3,815 -39.2%
ESG -2,339 -80.6%
QQQ -1,991 -20.6%
AGG -1,747 -14.3%
IWN -1,382 -40.7%
EFV -1,325 -37.7%
XLK -1,021 -45.1%
SPGM -740 -22.3%
VYM -726 -45.2%
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