INTERACTIVE FINANCIAL ADVISORS, INC.

Q2 2026 13F-HR Holdings

Location
New Lenox, IL
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
74
Total value ($000)
$164,053
Net value change ($000)
+11,185 (7.3%)
New positions
1
Sold out positions
5
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
QQQ 2,253 32.9%
IVV 1,944 9.8%
IGM 1,377 39.2%
SLYG 1,065 22.7%
VEA 991 9.1%
QUAL 964 14.4%
SLYV 724 14.8%
VV 555 15.0%
XLK 530 49.8%
RAVI 446 4.7%
Top Reduces (Value $000, Stocks/ETFs)
VTI -428 -100.0%
IVE -287 -100.0%
IWM -264 -100.0%
IAU -239 -15.1%
PFF -204 -100.0%
SHY -204 -100.0%
EFV -161 -7.3%
XLE -153 -17.0%
AGG -115 -1.1%
EFA -111 -31.7%
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