INTERACTIVE FINANCIAL ADVISORS, INC.

Q1 2026 13F-HR Holdings

Location
New Lenox, IL
Holdings as of
3/31/2026
Date filed
4/28/2026
Form type
13F-HR
Num holdings
78
Total value ($000)
$152,868
Net value change ($000)
-1,891 (-1.2%)
New positions
3
Sold out positions
3
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VTI 428 NEW
VEA 306 2.9%
RAVI 249 2.7%
SLYV 235 5.0%
XLE 214 31.1%
SO 213 NEW
DTE 203 NEW
SLYG 190 4.2%
IAU 182 13.0%
VPU 117 14.8%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,019 -4.9%
QQQ -844 -11.0%
VV -602 -14.0%
VIG -272 -4.6%
IGM -262 -6.9%
COF -222 -100.0%
PZA -205 -100.0%
IBUY -204 -100.0%
XLK -180 -14.5%
AGG -162 -1.5%
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