INTERACTIVE FINANCIAL ADVISORS, INC.

Q3 2026 13F-HR Holdings

Location
New Lenox, IL
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$158,107
Net value change ($000)
-5,946 (-3.6%)
New positions
2
Sold out positions
3
Turnover %
3.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VTI 4,119 NEW
XLP 704 60.6%
RAVI 442 4.4%
XLV 422 21.8%
ACWX 236 110.8%
MRK 221 NEW
XLE 205 27.4%
SPGM 177 6.1%
XLU 152 9.9%
VFQY 114 8.3%
Top Reduces (Value $000, Stocks/ETFs)
IVV -1,236 -5.7%
TLT -1,155 -16.9%
AGG -1,071 -10.5%
VEA -1,055 -8.9%
SLYG -886 -15.4%
VV -860 -20.2%
SLYV -661 -11.8%
LQD -505 -30.5%
QQQ -478 -5.2%
ITA -472 -19.6%
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